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

Modern 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 		$860K Buy
15,911
+270
+2% +$14.8K 0.01% 554
2026
Q1 		$834K Buy
15,641
+4
+0% +$212 0.01% 463
2025
Q4 		$780K Sell
15,637
-1,904
-11% -$90.5K 0.01% 452
2025
Q3 		$809K Buy
17,541
+52
+0.3% +$2.33K 0.02% 426
2025
Q2 		$749K Buy
+17,489
New +$712K 0.02% 411

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

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

Modern Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 1.7% in Q2 2026, buying an estimated $14.8K and bringing the position to 15,911 shares worth $860K. The position accounts for 0.01% of the portfolio, ranked #554.

Modern Wealth Management first reported a position in DFIV in Q2 2025 and has held it in 5 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Modern Wealth Management held 15,911 shares of Dimensional International Value ETF worth $860K as of Q2 2026.
  • Modern Wealth Management bought 270 Dimensional International Value ETF shares in Q2 2026, an estimated $14.8K.
  • Dimensional International Value ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #554 holding.
  • Modern Wealth Management first reported a position in Dimensional International Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.