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

MGB 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
2025
Q4 		$30.2K Buy
605
+205
+51% +$9.74K 0.01% 279
2025
Q3 		$18.4K Buy
400
+193
+93% +$8.63K 0.01% 291
2025
Q2 		$8.87K Hold
207
– – ﹤0.01% 296
2025
Q1 		$8.15K Hold
207
– – ﹤0.01% 281
2024
Q4 		$7.34K Buy
+207
New +$7.59K ﹤0.01% 276

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MGB Wealth Management's DFIV Position: Q4 2025 in Review

MGB Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 51% in Q4 2025, buying an estimated $9.74K and bringing the position to 605 shares worth $30.2K. The position accounts for 0.01% of the portfolio, ranked #279.

MGB Wealth Management first reported a position in DFIV in Q4 2024 and has held it in 5 quarters since. 800 funds tracked by Wall St. Rank hold DFIV as of Q4 2025.

  • MGB Wealth Management held 605 shares of Dimensional International Value ETF worth $30.2K as of Q4 2025.
  • MGB Wealth Management bought 205 Dimensional International Value ETF shares in Q4 2025, an estimated $9.74K.
  • Dimensional International Value ETF made up 0.01% of MGB Wealth Management's portfolio in Q4 2025, its #279 holding.
  • MGB Wealth Management first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 5 quarters since.
  • 800 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.