MASECO Private Wealth’s Dimensional International Value ETF DFIV Stock Holding History

MASECO Private Wealth’s Portfolio DFIV Stock Details DFIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$54.2M	Sell	1,003,214 -13,995	-1%	-$769K	1.52%	20
2026 Q1	$53.7M	Sell	1,017,209 -15,752	-2%	-$835K	1.68%	18
2025 Q4	$51.5M	Sell	1,032,961 -12,991	-1%	-$617K	2.24%	13
2025 Q3	$48.2M	Sell	1,045,952 -17,407	-2%	-$779K	2.34%	13
2025 Q2	$45.5M	Buy	+1,063,359	New	+$43.3M	1.73%	16

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MASECO Private Wealth's DFIV Position: Q2 2026 in Review

MASECO Private Wealth reduced its Dimensional International Value ETF (DFIV) stake by 1.4% in Q2 2026, selling an estimated $769K and leaving 1,003,214 shares worth $54.2M. The position accounts for 1.52% of the portfolio, ranked #20.

MASECO Private Wealth first reported a position in DFIV in Q2 2025 and has held it in 5 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

MASECO Private Wealth held 1,003,214 shares of Dimensional International Value ETF worth $54.2M as of Q2 2026.
MASECO Private Wealth sold 13,995 Dimensional International Value ETF shares in Q2 2026, an estimated $769K.
Dimensional International Value ETF made up 1.52% of MASECO Private Wealth's portfolio in Q2 2026, its #20 holding.
MASECO Private Wealth first reported a position in Dimensional International Value ETF in Q2 2025 and has held it in 5 quarters since.
894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.