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Moneta Group Investment Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Moneta Group Investment 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 		$19.3M Buy
364,874
+7,560
+2% +$401K 0.14% 76
2025
Q4 		$17.8M Buy
357,314
+4,430
+1% +$211K 0.14% 78
2025
Q3 		$16.3M Buy
352,884
+308,711
+699% +$13.8M 0.13% 82
2025
Q2 		$1.89M Buy
44,173
+108
+0.2% +$4.4K 0.02% 230
2025
Q1 		$1.73M Buy
44,065
+544
+1% +$20.8K 0.02% 222
2024
Q4 		$1.54M Buy
43,521
+20,832
+92% +$764K 0.02% 237
2024
Q3 		$864K Buy
22,689
+2,485
+12% +$91.9K 0.01% 297
2024
Q2 		$726K Buy
20,204
+2,053
+11% +$75.6K 0.01% 317
2024
Q1 		$667K Buy
18,151
+7,024
+63% +$243K 0.01% 325
2023
Q4 		$382K Sell
11,127
-2,771
-20% -$90.4K 0.01% 386
2023
Q3 		$453K Buy
+13,898
New +$463K 0.01% 338

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

Moneta Group Investment Advisors's DFIV Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Dimensional International Value ETF (DFIV) stake by 2.1% in Q1 2026, buying an estimated $401K and bringing the position to 364,874 shares worth $19.3M. The position accounts for 0.14% of the portfolio, ranked #76.

Moneta Group Investment Advisors first reported a position in DFIV in Q3 2023 and has held it in 11 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • Moneta Group Investment Advisors held 364,874 shares of Dimensional International Value ETF worth $19.3M as of Q1 2026.
  • Moneta Group Investment Advisors bought 7,560 Dimensional International Value ETF shares in Q1 2026, an estimated $401K.
  • Dimensional International Value ETF made up 0.14% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #76 holding.
  • Moneta Group Investment Advisors first reported a position in Dimensional International Value ETF in Q3 2023 and has held it in 11 quarters since.
  • 849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.