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 Q3	$1.09M	Sell	19,565 -2,291	-10%	-$131K	0.01%	362
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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Midwest Trust's DFIV Position: Q3 2026 in Review

Midwest Trust reduced its Dimensional International Value ETF (DFIV) stake by 10% in Q3 2026, selling an estimated $131K and leaving 19,565 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #362.

Midwest Trust first reported a position in DFIV in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.18M in Q2 2026. 628 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

Midwest Trust held 19,565 shares of Dimensional International Value ETF worth $1.09M as of Q3 2026.
Midwest Trust sold 2,291 Dimensional International Value ETF shares in Q3 2026, an estimated $131K.
Dimensional International Value ETF made up 0.01% of Midwest Trust's portfolio in Q3 2026, its #362 holding.
Midwest Trust first reported a position in Dimensional International Value ETF in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's Dimensional International Value ETF position peaked at $1.18M in Q2 2026.
628 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.