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Midwest Trust’s Dimensional International Value ETF DFIV Stock Holding History

Midwest Trust’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 		$1.18M Buy
21,856
+6,364
+41% +$350K 0.01% 341
2026
Q1 		$818K Buy
15,492
+3,090
+25% +$164K 0.01% 365
2025
Q4 		$619K Buy
12,402
+3,039
+32% +$144K 0.01% 399
2025
Q3 		$432K Sell
9,363
-68
-0.7% -$3.04K 0.01% 445
2025
Q2 		$404K Buy
+9,431
New +$384K 0.01% 461

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

Midwest Trust's DFIV Position: Q2 2026 in Review

Midwest Trust increased its Dimensional International Value ETF (DFIV) stake by 41% in Q2 2026, buying an estimated $350K and bringing the position to 21,856 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #341.

Midwest Trust first reported a position in DFIV in Q2 2025 and has held it in 5 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Midwest Trust held 21,856 shares of Dimensional International Value ETF worth $1.18M as of Q2 2026.
  • Midwest Trust bought 6,364 Dimensional International Value ETF shares in Q2 2026, an estimated $350K.
  • Dimensional International Value ETF made up 0.01% of Midwest Trust's portfolio in Q2 2026, its #341 holding.
  • Midwest Trust first reported a position in Dimensional International Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.