MFG
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Merit Financial Group’s Dimensional International Value ETF DFIV Stock Holding History

Merit Financial 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 		$17.9M Buy
331,096
+41,827
+14% +$2.3M 0.11% 162
2026
Q1 		$15.3M Buy
289,269
+215,539
+292% +$11.4M 0.11% 163
2025
Q4 		$3.68M Buy
73,730
+3,885
+6% +$185K 0.03% 441
2025
Q3 		$3.22M Sell
69,845
-344
-0.5% -$15.4K 0.03% 422
2025
Q2 		$3.01M Buy
+70,189
New +$2.86M 0.03% 404

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

Merit Financial Group's DFIV Position: Q2 2026 in Review

Merit Financial Group increased its Dimensional International Value ETF (DFIV) stake by 14% in Q2 2026, buying an estimated $2.3M and bringing the position to 331,096 shares worth $17.9M. The position accounts for 0.11% of the portfolio, ranked #162.

Merit Financial Group first reported a position in DFIV in Q2 2025 and has held it in 5 quarters since. 893 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Merit Financial Group held 331,096 shares of Dimensional International Value ETF worth $17.9M as of Q2 2026.
  • Merit Financial Group bought 41,827 Dimensional International Value ETF shares in Q2 2026, an estimated $2.3M.
  • Dimensional International Value ETF made up 0.11% of Merit Financial Group's portfolio in Q2 2026, its #162 holding.
  • Merit Financial Group first reported a position in Dimensional International Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 893 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.