McMill Wealth Management
DFIV icon

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
Q3 		$30.7M Buy
+548,912
New +$31.3M 6.97% 3
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

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PNC Financial Services Group
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

McMill Wealth Management's DFIV Position: Q3 2026 in Review

McMill Wealth Management opened a new position in Dimensional International Value ETF (DFIV) in Q3 2026: 548,912 shares worth $30.7M. The stake represents 6.97% of the portfolio and ranks #3 among its holdings. This is a return to the name: McMill Wealth Management previously reported a position in DFIV as recently as Q4 2025.

McMill Wealth Management first reported a position in DFIV in Q4 2024 and has held it in 6 quarters since. 756 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • McMill Wealth Management held 548,912 shares of Dimensional International Value ETF worth $30.7M as of Q3 2026.
  • Dimensional International Value ETF was a new McMill Wealth Management position in Q3 2026.
  • Dimensional International Value ETF made up 6.97% of McMill Wealth Management's portfolio in Q3 2026, its #3 holding.
  • McMill Wealth Management first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 756 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on McMill Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.