Mills Wealth Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Mills Wealth Advisors’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	$1.21M	Sell	22,455 -150	-0.7%	-$8.24K	0.38%	29
2026 Q1	$1.19M	Hold	22,605	–	–	0.42%	31
2025 Q4	$1.13M	Sell	22,605 -217	-1%	-$10.3K	0.44%	34
2025 Q3	$1.05M	Hold	22,822	–	–	0.43%	35
2025 Q2	$977K	Sell	22,822 -1,051	-4%	-$42.8K	0.45%	34
2025 Q1	$940K	Sell	23,873 -909	-4%	-$34.7K	0.5%	30
2024 Q4	$879K	Sell	24,782 -350	-1%	-$12.8K	0.5%	29
2024 Q3	$957K	Sell	25,132 -662	-3%	-$24.5K	0.66%	27
2024 Q2	$927K	Hold	25,794	–	–	0.66%	27
2024 Q1	$948K	Hold	25,794	–	–	0.7%	27
2023 Q4	$886K	Buy	25,794 +460	+2%	+$15K	0.68%	25
2023 Q3	$826K	Hold	25,334	–	–	0.66%	23
2023 Q2	$832K	Hold	25,334	–	–	0.63%	23
2023 Q1	$817K	Buy	25,334 +115	+0.5%	+$3.71K	0.66%	23
2022 Q4	$767K	Buy	+25,219	New	+$732K	0.69%	25

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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 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

Mills Wealth Advisors's DFIV Position: Q2 2026 in Review

Mills Wealth Advisors reduced its Dimensional International Value ETF (DFIV) stake by 0.66% in Q2 2026, selling an estimated $8.24K and leaving 22,455 shares worth $1.21M. The position accounts for 0.38% of the portfolio, ranked #29.

Mills Wealth Advisors first reported a position in DFIV in Q4 2022 and has held it in 15 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Mills Wealth Advisors held 22,455 shares of Dimensional International Value ETF worth $1.21M as of Q2 2026.
Mills Wealth Advisors sold 150 Dimensional International Value ETF shares in Q2 2026, an estimated $8.24K.
Dimensional International Value ETF made up 0.38% of Mills Wealth Advisors's portfolio in Q2 2026, its #29 holding.
Mills Wealth Advisors first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 15 quarters since.
894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.