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 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 $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MASECO Private Wealth's DFIV Position: Q1 2026 in Review

MASECO Private Wealth reduced its Dimensional International Value ETF (DFIV) stake by 1.5% in Q1 2026, selling an estimated $835K and leaving 1,017,209 shares worth $53.7M. The position accounts for 1.68% of the portfolio, ranked #18.

MASECO Private Wealth first reported a position in DFIV in Q2 2025 and has held it in 4 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

MASECO Private Wealth held 1,017,209 shares of Dimensional International Value ETF worth $53.7M as of Q1 2026.
MASECO Private Wealth sold 15,752 Dimensional International Value ETF shares in Q1 2026, an estimated $835K.
Dimensional International Value ETF made up 1.68% of MASECO Private Wealth's portfolio in Q1 2026, its #18 holding.
MASECO Private Wealth first reported a position in Dimensional International Value ETF in Q2 2025 and has held it in 4 quarters since.
849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.