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Mattern Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History

Mattern Wealth Management’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 		$11.7M Buy
216,224
+73,292
+51% +$4.03M 1.92% 13
2026
Q1 		$7.54M Buy
142,932
+1,575
+1% +$83.5K 1.47% 15
2025
Q4 		$7.05M Buy
141,357
+6,862
+5% +$326K 1.36% 17
2025
Q3 		$6.2M Buy
134,495
+4,087
+3% +$183K 1.24% 17
2025
Q2 		$5.59M Buy
130,408
+41,057
+46% +$1.67M 1.16% 19
2025
Q1 		$3.52M Buy
89,351
+9,770
+12% +$373K 0.78% 28
2024
Q4 		$2.82M Sell
79,581
-1,865
-2% -$68.4K 0.62% 32
2024
Q3 		$3.1M Buy
81,446
+7,176
+10% +$265K 0.68% 29
2024
Q2 		$2.67M Buy
74,270
+37,069
+100% +$1.37M 0.64% 49
2024
Q1 		$1.37M Buy
37,201
+4,743
+15% +$164K 0.33% 74
2023
Q4 		$1.12M Buy
32,458
+5,160
+19% +$168K 0.29% 80
2023
Q3 		$890K Sell
27,298
-22,918
-46% -$764K 0.26% 88
2023
Q2 		$1.65M Sell
50,216
-1,505
-3% -$49.4K 0.48% 60
2023
Q1 		$1.67M Sell
51,721
-11,311
-18% -$365K 0.55% 58
2022
Q4 		$1.92M Sell
63,032
-24,819
-28% -$720K 0.77% 44
2022
Q3 		$2.26M Sell
87,851
-10,027
-10% -$287K 0.91% 29
2022
Q2 		$2.83M Buy
97,878
+12,110
+14% +$386K 1.11% 24
2022
Q1 		$2.87M Buy
+85,768
New +$2.89M 0.94% 32

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Northern Trust
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
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

Mattern Wealth Management's DFIV Position: Q2 2026 in Review

Mattern Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 51% in Q2 2026, buying an estimated $4.03M and bringing the position to 216,224 shares worth $11.7M. The position accounts for 1.92% of the portfolio, ranked #13.

Mattern Wealth Management first reported a position in DFIV in Q1 2022 and has held it in 18 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Mattern Wealth Management held 216,224 shares of Dimensional International Value ETF worth $11.7M as of Q2 2026.
  • Mattern Wealth Management bought 73,292 Dimensional International Value ETF shares in Q2 2026, an estimated $4.03M.
  • Dimensional International Value ETF made up 1.92% of Mattern Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Mattern Wealth Management first reported a position in Dimensional International Value ETF in Q1 2022 and has held it in 18 quarters since.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.