Morgan Stanley
DFIV icon

Morgan Stanley’s Dimensional International Value ETF DFIV Stock Holding History

Morgan Stanley’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 		$11.7M Sell
216,884
-8,601
-4% -$473K ﹤0.01% 3564
2026
Q1 		$11.9M Buy
225,485
+14,439
+7% +$765K ﹤0.01% 3427
2025
Q4 		$10.5M Buy
211,046
+32,946
+18% +$1.57M ﹤0.01% 3566
2025
Q3 		$8.21M Buy
178,100
+2,243
+1% +$100K ﹤0.01% 3713
2025
Q2 		$7.53M Buy
175,857
+29,688
+20% +$1.21M ﹤0.01% 3710
2025
Q1 		$5.75M Buy
146,169
+5,615
+4% +$214K ﹤0.01% 3805
2024
Q4 		$4.99M Buy
140,554
+80,803
+135% +$2.96M ﹤0.01% 4000
2024
Q3 		$2.28M Buy
59,751
+9,701
+19% +$359K ﹤0.01% 4552
2024
Q2 		$1.8M Buy
50,050
+15,335
+44% +$565K ﹤0.01% 4629
2024
Q1 		$1.28M Buy
34,715
+5,175
+18% +$179K ﹤0.01% 4842
2023
Q4 		$1.01M Buy
29,540
+2,236
+8% +$73K ﹤0.01% 4918
2023
Q3 		$891K Buy
27,304
+4,938
+22% +$165K ﹤0.01% 4867
2023
Q2 		$735K Buy
22,366
+3,083
+16% +$101K ﹤0.01% 5016
2023
Q1 		$621K Sell
19,283
-2,292
-11% -$74K ﹤0.01% 5127
2022
Q4 		$656K Buy
21,575
+5,873
+37% +$170K ﹤0.01% 5097
2022
Q3 		$404K Sell
15,702
-76
-0.5% -$2.17K ﹤0.01% 5373
2022
Q2 		$456K Buy
15,778
+1,614
+11% +$51.5K ﹤0.01% 5468
2022
Q1 		$475K Buy
14,164
+2,015
+17% +$68K ﹤0.01% 5429
2021
Q4 		$399K Buy
+12,149
New +$403K ﹤0.01% 5682

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

Morgan Stanley's DFIV Position: Q2 2026 in Review

Morgan Stanley reduced its Dimensional International Value ETF (DFIV) stake by 3.8% in Q2 2026, selling an estimated $473K and leaving 216,884 shares worth $11.7M. The position accounts for ﹤0.01% of the portfolio, ranked #3564.

Morgan Stanley first reported a position in DFIV in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.9M in Q1 2026. 896 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Morgan Stanley held 216,884 shares of Dimensional International Value ETF worth $11.7M as of Q2 2026.
  • Morgan Stanley sold 8,601 Dimensional International Value ETF shares in Q2 2026, an estimated $473K.
  • Dimensional International Value ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3564 holding.
  • Morgan Stanley first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Morgan Stanley's Dimensional International Value ETF position peaked at $11.9M in Q1 2026.
  • 896 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.