Montgomery Financial Services’s Dimensional International Value ETF DFIV Stock Holding History

Montgomery Financial Services’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	$32.8K	Buy	+607	New	+$33.4K	0.03%	90

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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 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

Montgomery Financial Services's DFIV Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Dimensional International Value ETF (DFIV) in Q2 2026: 607 shares worth $32.8K. The stake represents 0.03% of the portfolio and ranks #90 among its holdings.

864 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Montgomery Financial Services held 607 shares of Dimensional International Value ETF worth $32.8K as of Q2 2026.
Dimensional International Value ETF was a new Montgomery Financial Services position in Q2 2026.
Dimensional International Value ETF made up 0.03% of Montgomery Financial Services's portfolio in Q2 2026, its #90 holding.
864 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.