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

McGlone Suttner 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 		$38M Sell
703,455
-553
-0.1% -$30.4K 4.46% 6
2026
Q1 		$37.2M Sell
704,008
-28,607
-4% -$1.52M 4.92% 6
2025
Q4 		$36.6M Buy
732,615
+8,119
+1% +$386K 4.92% 6
2025
Q3 		$33.4M Buy
724,496
+2,445
+0.3% +$109K 4.68% 6
2025
Q2 		$30.9M Buy
722,051
+13,285
+2% +$541K 4.67% 6
2025
Q1 		$27.9M Buy
708,766
+6,411
+0.9% +$245K 4.58% 7
2024
Q4 		$24.9M Buy
702,355
+168,500
+32% +$6.18M 4.16% 7
2024
Q3 		$20.3M Sell
533,855
-24,449
-4% -$904K 4.23% 6
2024
Q2 		$19.2M Sell
558,304
-80,817
-13% -$2.98M 3.94% 6
2024
Q1 		$23.5M Buy
639,121
+80,817
+14% +$2.8M 4.41% 7
2023
Q4 		$19.2M Buy
558,304
+45,444
+9% +$1.48M 3.79% 6
2023
Q3 		$16.7M Buy
512,860
+16,733
+3% +$558K 3.88% 6
2023
Q2 		$16.3M Buy
496,127
+29,717
+6% +$976K 3.72% 6
2023
Q1 		$15M Buy
466,410
+38,118
+9% +$1.23M 3.86% 7
2022
Q4 		$13M Buy
+428,292
New +$12.4M 4.13% 6

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

McGlone Suttner Wealth Management's DFIV Position: Q2 2026 in Review

McGlone Suttner Wealth Management reduced its Dimensional International Value ETF (DFIV) stake by 0.08% in Q2 2026, selling an estimated $30.4K and leaving 703,455 shares worth $38M. The position accounts for 4.46% of the portfolio, ranked #6.

McGlone Suttner Wealth Management first reported a position in DFIV in Q4 2022 and has held it in 15 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • McGlone Suttner Wealth Management held 703,455 shares of Dimensional International Value ETF worth $38M as of Q2 2026.
  • McGlone Suttner Wealth Management sold 553 Dimensional International Value ETF shares in Q2 2026, an estimated $30.4K.
  • Dimensional International Value ETF made up 4.46% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #6 holding.
  • McGlone Suttner Wealth Management first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.