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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
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 $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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FPAS
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

Modern Wealth Management's DFIV Position: Q1 2026 in Review

Modern Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 0.03% in Q1 2026, buying an estimated $212 and bringing the position to 15,641 shares worth $834K. The position accounts for 0.01% of the portfolio, ranked #463.

Modern Wealth Management first reported a position in DFIV in Q2 2025 and has held it in 4 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • Modern Wealth Management held 15,641 shares of Dimensional International Value ETF worth $834K as of Q1 2026.
  • Modern Wealth Management bought 4 Dimensional International Value ETF shares in Q1 2026, an estimated $212.
  • Dimensional International Value ETF made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #463 holding.
  • Modern Wealth Management first reported a position in Dimensional International Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.