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

MN 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 		$861K Sell
15,946
-664
-4% -$36.5K 0.37% 54
2026
Q1 		$877K Sell
16,610
-121
-0.7% -$6.41K 0.43% 48
2025
Q4 		$835K Sell
16,731
-294
-2% -$14K 0.42% 49
2025
Q3 		$785K Sell
17,025
-665
-4% -$29.8K 0.42% 50
2025
Q2 		$758K Buy
17,690
+1,866
+12% +$76K 0.44% 50
2025
Q1 		$623K Sell
15,824
-31,088
-66% -$1.19M 0.37% 59
2024
Q4 		$1.66M Buy
46,912
+2,061
+5% +$75.6K 0.94% 25
2024
Q3 		$1.71M Sell
44,851
-464
-1% -$17.2K 0.97% 24
2024
Q2 		$1.63M Buy
45,315
+1,498
+3% +$55.2K 0.94% 25
2024
Q1 		$1.61M Buy
43,817
+3,576
+9% +$124K 1% 23
2023
Q4 		$1.38M Buy
+40,241
New +$1.31M 0.95% 22

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

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

MN Wealth Advisors reduced its Dimensional International Value ETF (DFIV) stake by 4% in Q2 2026, selling an estimated $36.5K and leaving 15,946 shares worth $861K. The position accounts for 0.37% of the portfolio, ranked #54.

MN Wealth Advisors first reported a position in DFIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.71M in Q3 2024. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • MN Wealth Advisors held 15,946 shares of Dimensional International Value ETF worth $861K as of Q2 2026.
  • MN Wealth Advisors sold 664 Dimensional International Value ETF shares in Q2 2026, an estimated $36.5K.
  • Dimensional International Value ETF made up 0.37% of MN Wealth Advisors's portfolio in Q2 2026, its #54 holding.
  • MN Wealth Advisors first reported a position in Dimensional International Value ETF in Q4 2023 and has held it in 11 quarters since.
  • MN Wealth Advisors's Dimensional International Value ETF position peaked at $1.71M in Q3 2024.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.