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

Melfa 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 		$1.02M Buy
18,801
+332
+2% +$18.2K 0.55% 43
2026
Q1 		$975K Buy
18,469
+966
+6% +$51.2K 0.56% 43
2025
Q4 		$873K Buy
17,503
+629
+4% +$29.9K 0.5% 51
2025
Q3 		$778K Buy
16,874
+334
+2% +$14.9K 0.46% 55
2025
Q2 		$708K Sell
16,540
-1,209
-7% -$49.2K 0.45% 54
2025
Q1 		$699K Buy
17,749
+1,145
+7% +$43.7K 0.47% 54
2024
Q4 		$589K Buy
16,604
+424
+3% +$15.5K 0.39% 66
2024
Q3 		$616K Buy
16,180
+14
+0.1% +$518 0.41% 63
2024
Q2 		$581K Buy
16,166
+360
+2% +$13.3K 0.41% 62
2024
Q1 		$581K Buy
+15,806
New +$548K 0.42% 63

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

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

Melfa Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 1.8% in Q2 2026, buying an estimated $18.2K and bringing the position to 18,801 shares worth $1.02M. The position accounts for 0.55% of the portfolio, ranked #43.

Melfa Wealth Management first reported a position in DFIV in Q1 2024 and has held it in 10 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Melfa Wealth Management held 18,801 shares of Dimensional International Value ETF worth $1.02M as of Q2 2026.
  • Melfa Wealth Management bought 332 Dimensional International Value ETF shares in Q2 2026, an estimated $18.2K.
  • Dimensional International Value ETF made up 0.55% of Melfa Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Melfa Wealth Management first reported a position in Dimensional International Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.