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

Modera 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 		$125M Buy
2,306,071
+72,073
+3% +$3.96M 1.33% 18
2026
Q1 		$118M Sell
2,233,998
-45,763
-2% -$2.43M 1.41% 15
2025
Q4 		$114M Sell
2,279,761
-207,134
-8% -$9.84M 1.32% 18
2025
Q3 		$115M Sell
2,486,895
-30,210
-1% -$1.35M 1.33% 18
2025
Q2 		$108M Sell
2,517,105
-34,499
-1% -$1.41M 1.33% 18
2025
Q1 		$100M Sell
2,551,604
-39,891
-2% -$1.52M 1.36% 15
2024
Q4 		$91.9M Sell
2,591,495
-32,017
-1% -$1.17M 1.11% 19
2024
Q3 		$99.9M Sell
2,623,512
-2,861
-0.1% -$106K 1.27% 17
2024
Q2 		$94.4M Sell
2,626,373
-31,140
-1% -$1.15M 1.39% 17
2024
Q1 		$97.7M Sell
2,657,513
-35,272
-1% -$1.22M 1.49% 15
2023
Q4 		$92.5M Buy
2,692,785
+2,261
+0.1% +$73.8K 1.53% 14
2023
Q3 		$87.8M Sell
2,690,524
-5,192
-0.2% -$173K 1.65% 12
2023
Q2 		$88.6M Buy
2,695,716
+31,682
+1% +$1.04M 1.61% 12
2023
Q1 		$85.9M Buy
2,664,034
+509,613
+24% +$16.4M 3.33% 8
2022
Q4 		$65.5M Buy
2,154,421
+318,349
+17% +$9.24M 2.66% 9
2022
Q3 		$47.3M Sell
1,836,072
-89,268
-5% -$2.55M 2.4% 11
2022
Q2 		$55.6M Sell
1,925,340
-11,222
-0.6% -$358K 2.65% 10
2022
Q1 		$64.8M Buy
1,936,562
+180,333
+10% +$6.09M 2.87% 8
2021
Q4 		$57.6M Buy
1,756,229
+40,732
+2% +$1.35M 2.2% 11
2021
Q3 		$56.2M Buy
+1,715,497
New +$56.7M 2.88% 10

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

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

Modera Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 3.2% in Q2 2026, buying an estimated $3.96M and bringing the position to 2,306,071 shares worth $125M. The position accounts for 1.33% of the portfolio, ranked #18.

Modera Wealth Management first reported a position in DFIV in Q3 2021 and has held it in 20 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Modera Wealth Management held 2,306,071 shares of Dimensional International Value ETF worth $125M as of Q2 2026.
  • Modera Wealth Management bought 72,073 Dimensional International Value ETF shares in Q2 2026, an estimated $3.96M.
  • Dimensional International Value ETF made up 1.33% of Modera Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Modera Wealth Management first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 20 quarters since.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.