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Morris Financial Concepts’s Dimensional International Value ETF DFIV Stock Holding History

Morris Financial Concepts’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 		$2.56M Buy
47,333
+3,663
+8% +$201K 0.78% 26
2026
Q1 		$2.3M Buy
43,670
+9,641
+28% +$511K 0.78% 25
2025
Q4 		$1.7M Buy
34,029
+3,782
+13% +$180K 0.59% 31
2025
Q3 		$1.39M Buy
30,247
+5,394
+22% +$241K 0.5% 38
2025
Q2 		$1.06M Buy
24,853
+7,794
+46% +$317K 0.42% 43
2025
Q1 		$671K Buy
17,059
+9,227
+118% +$352K 0.28% 57
2024
Q4 		$278K Buy
7,832
+5,058
+182% +$185K 0.12% 101
2024
Q3 		$106K Buy
+2,774
New +$103K 0.05% 135

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

Morris Financial Concepts's DFIV Position: Q2 2026 in Review

Morris Financial Concepts increased its Dimensional International Value ETF (DFIV) stake by 8.4% in Q2 2026, buying an estimated $201K and bringing the position to 47,333 shares worth $2.56M. The position accounts for 0.78% of the portfolio, ranked #26.

Morris Financial Concepts first reported a position in DFIV in Q3 2024 and has held it in 8 quarters since. 896 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Morris Financial Concepts held 47,333 shares of Dimensional International Value ETF worth $2.56M as of Q2 2026.
  • Morris Financial Concepts bought 3,663 Dimensional International Value ETF shares in Q2 2026, an estimated $201K.
  • Dimensional International Value ETF made up 0.78% of Morris Financial Concepts's portfolio in Q2 2026, its #26 holding.
  • Morris Financial Concepts first reported a position in Dimensional International Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 896 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.