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Measured Wealth Private Client Group’s Dimensional International Value ETF DFIV Stock Holding History

Measured Wealth Private Client Group’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 		$66.8K Sell
1,236
-668
-35% -$36.7K 0.02% 283
2026
Q1 		$100K Sell
1,904
-177
-9% -$9.38K 0.03% 234
2025
Q4 		$104K Buy
2,081
+21
+1% +$998 0.03% 244
2025
Q3 		$95K Buy
+2,060
New +$92.2K 0.03% 247

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

Measured Wealth Private Client Group's DFIV Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Dimensional International Value ETF (DFIV) stake by 35% in Q2 2026, selling an estimated $36.7K and leaving 1,236 shares worth $66.8K. The position accounts for 0.02% of the portfolio, ranked #283.

Measured Wealth Private Client Group first reported a position in DFIV in Q3 2025 and has held it in 4 quarters since. The position peaked at $104K in Q4 2025. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Measured Wealth Private Client Group held 1,236 shares of Dimensional International Value ETF worth $66.8K as of Q2 2026.
  • Measured Wealth Private Client Group sold 668 Dimensional International Value ETF shares in Q2 2026, an estimated $36.7K.
  • Dimensional International Value ETF made up 0.02% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #283 holding.
  • Measured Wealth Private Client Group first reported a position in Dimensional International Value ETF in Q3 2025 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's Dimensional International Value ETF position peaked at $104K in Q4 2025.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.