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

Mission 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	$11.3M	Buy	208,768 +3,582	+2%	+$197K	0.14%	98
2026 Q1	$10.8M	Sell	205,186 -2,343	-1%	-$124K	0.22%	67
2025 Q4	$10.4M	Buy	207,529 +21,508	+12%	+$1.02M	0.21%	67
2025 Q3	$8.58M	Buy	186,021 +44,584	+32%	+$1.99M	0.17%	75
2025 Q2	$6.06M	Buy	141,437 +4,847	+4%	+$197K	0.13%	101
2025 Q1	$5.38M	Buy	136,590 +4,088	+3%	+$156K	0.13%	99
2024 Q4	$4.7M	Buy	132,502 +126,678	+2,175%	+$4.65M	0.11%	101
2024 Q3	$222K	Hold	5,824	–	–	0.01%	614
2024 Q2	$209K	Sell	5,824 -4,488	-44%	-$165K	0.01%	605
2024 Q1	$379K	Buy	10,312 +3,706	+56%	+$128K	0.01%	501
2023 Q4	$227K	Buy	+6,606	New	+$216K	0.01%	525
2023 Q2	–	Sell	-6,998	Closed	-$226K	–	553
2023 Q1	$226K	Hold	6,998	–	–	0.01%	485
2022 Q4	$213K	Buy	+6,998	New	+$203K	0.01%	478
2022 Q3	–	Sell	-7,929	Closed	-$229K	–	522
2022 Q2	$229K	Hold	7,929	–	–	0.01%	452
2022 Q1	$265K	Hold	7,929	–	–	0.01%	449
2021 Q4	$260K	Buy	+7,929	New	+$263K	0.01%	463

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

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

Mission Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 1.7% in Q2 2026, buying an estimated $197K and bringing the position to 208,768 shares worth $11.3M. The position accounts for 0.14% of the portfolio, ranked #98.

Mission Wealth Management first reported a position in DFIV in Q4 2021 and has held it in 16 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Mission Wealth Management held 208,768 shares of Dimensional International Value ETF worth $11.3M as of Q2 2026.
Mission Wealth Management bought 3,582 Dimensional International Value ETF shares in Q2 2026, an estimated $197K.
Dimensional International Value ETF made up 0.14% of Mission Wealth Management's portfolio in Q2 2026, its #98 holding.
Mission Wealth Management first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 16 quarters since.
894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.