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

McMill 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 Q1	–	Sell	-495,832	Closed	-$24.7M	–	69
2025 Q4	$24.7M	Buy	495,832 +4,969	+1%	+$236K	6.96%	3
2025 Q3	$22.6M	Sell	490,863 -896	-0.2%	-$40.1K	6.45%	5
2025 Q2	$21M	Sell	491,759 -6,529	-1%	-$266K	6.97%	3
2025 Q1	$19.6M	Buy	498,288 +47,085	+10%	+$1.8M	7.07%	3
2024 Q4	$16M	Buy	+451,203	New	+$16.5M	6.48%	3

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

McMill Wealth Management's DFIV Position: Q1 2026 in Review

McMill Wealth Management sold out of Dimensional International Value ETF (DFIV) in Q1 2026, closing a stake of 495,832 shares — an estimated $24.7M sold.

McMill Wealth Management first reported a position in DFIV in Q4 2024 and held it in 5 quarters. The position peaked at $24.7M in Q4 2025. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

McMill Wealth Management reported no remaining Dimensional International Value ETF position as of Q1 2026 after selling out during the quarter.
McMill Wealth Management sold 495,832 Dimensional International Value ETF shares in Q1 2026, an estimated $24.7M.
McMill Wealth Management first reported a position in Dimensional International Value ETF in Q4 2024 and held it in 5 quarters.
McMill Wealth Management's Dimensional International Value ETF position peaked at $24.7M in Q4 2025.
849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on McMill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.