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

Meritas 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 		$18.7M Buy
345,878
+8,251
+2% +$453K 7.3% 6
2026
Q1 		$17.8M Buy
337,627
+6,561
+2% +$348K 8.06% 6
2025
Q4 		$16.5M Sell
331,066
-433
-0.1% -$20.6K 7.95% 5
2025
Q3 		$15.3M Buy
331,499
+2,369
+0.7% +$106K 7.57% 5
2025
Q2 		$14.1M Sell
329,130
-1,263
-0.4% -$51.4K 7.75% 5
2025
Q1 		$13M Buy
330,393
+21,111
+7% +$806K 7.63% 5
2024
Q4 		$11M Buy
309,282
+22,962
+8% +$842K 6.6% 6
2024
Q3 		$10.9M Buy
286,320
+17,269
+6% +$639K 6.75% 5
2024
Q2 		$9.67M Sell
269,051
-552
-0.2% -$20.3K 6.82% 4
2024
Q1 		$9.91M Buy
269,603
+24,646
+10% +$854K 6.9% 5
2023
Q4 		$8.42M Sell
244,957
-38,926
-14% -$1.27M 6.31% 5
2023
Q3 		$9.26M Buy
283,883
+8,875
+3% +$296K 7.1% 5
2023
Q2 		$9.03M Buy
275,008
+368
+0.1% +$12.1K 6.78% 5
2023
Q1 		$8.85M Buy
274,640
+25,888
+10% +$836K 6.96% 5
2022
Q4 		$7.56M Buy
+248,752
New +$7.22M 6.25% 5

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

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

Meritas Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 2.4% in Q2 2026, buying an estimated $453K and bringing the position to 345,878 shares worth $18.7M. The position accounts for 7.3% of the portfolio, ranked #6.

Meritas Wealth Management first reported a position in DFIV in Q4 2022 and has held it in 15 quarters since. 896 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Meritas Wealth Management held 345,878 shares of Dimensional International Value ETF worth $18.7M as of Q2 2026.
  • Meritas Wealth Management bought 8,251 Dimensional International Value ETF shares in Q2 2026, an estimated $453K.
  • Dimensional International Value ETF made up 7.3% of Meritas Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Meritas Wealth Management first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 896 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Meritas Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.