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Monograph Wealth Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Monograph 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
Q2 		$13M Hold
241,227
– – 1.07% 17
2026
Q1 		$12.7M Sell
241,227
-2,743
-1% -$145K 1.21% 16
2025
Q4 		$12.2M Sell
243,970
-940
-0.4% -$44.7K 1.2% 15
2025
Q3 		$11.3M Sell
244,910
-9,860
-4% -$441K 1.14% 15
2025
Q2 		$10.9M Sell
254,770
-1,268
-0.5% -$51.6K 1.35% 13
2025
Q1 		$10.1M Sell
256,038
-21,726
-8% -$829K 1.37% 13
2024
Q4 		$9.86M Sell
277,764
-2,759
-1% -$101K 1.3% 13
2024
Q3 		$10.7M Buy
280,523
+35,353
+14% +$1.31M 1.39% 13
2024
Q2 		$8.81M Buy
245,170
+49,785
+25% +$1.83M 1.29% 15
2024
Q1 		$7.18M Sell
195,385
-10,160
-5% -$352K 1.05% 16
2023
Q4 		$7.06M Buy
205,545
+8,910
+5% +$291K 1.27% 12
2023
Q3 		$6.41M Sell
196,635
-2,147
-1% -$71.5K 1.27% 11
2023
Q2 		$6.53M Sell
198,782
-1,028
-0.5% -$33.8K 1.4% 10
2023
Q1 		$6.44M Sell
199,810
-527
-0.3% -$17K 1.51% 10
2022
Q4 		$6.09M Sell
200,337
-1,445
-0.7% -$41.9K 1.61% 8
2022
Q3 		$5.2M Buy
201,782
+103
+0.1% +$2.94K 1.7% 8
2022
Q2 		$5.83M Buy
201,679
+343
+0.2% +$10.9K 1.69% 7
2022
Q1 		$6.74M Sell
201,336
-7,461
-4% -$252K 1.7% 8
2021
Q4 		$6.85M Buy
+208,797
New +$6.93M 1.72% 8

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

Monograph Wealth Advisors's DFIV Position: Q2 2026 in Review

Monograph Wealth Advisors held its Dimensional International Value ETF (DFIV) position steady in Q2 2026 at 241,227 shares worth $13M. The position accounts for 1.07% of the portfolio, ranked #17.

Monograph Wealth Advisors first reported a position in DFIV in Q4 2021 and has held it in 19 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Monograph Wealth Advisors held 241,227 shares of Dimensional International Value ETF worth $13M as of Q2 2026.
  • Monograph Wealth Advisors left its Dimensional International Value ETF share count unchanged in Q2 2026.
  • Dimensional International Value ETF made up 1.07% of Monograph Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Monograph Wealth Advisors first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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