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 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	0.95%	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 $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return