Mosaic Family Wealth Partners’s Dimensional International Value ETF DFIV Stock Holding History

Mosaic Family Wealth Partners’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	$580K	Buy	10,742 +800	+8%	+$44K	0.04%	276
2026 Q1	$525K	Hold	9,942	–	–	0.05%	178
2025 Q4	$496K	Hold	9,942	–	–	0.05%	152
2025 Q3	$458K	Hold	9,942	–	–	0.05%	148
2025 Q2	$426K	Hold	9,942	–	–	0.05%	145
2025 Q1	$391K	Buy	9,942 +1,288	+15%	+$49.1K	0.06%	146
2024 Q4	$307K	Hold	8,654	–	–	0.04%	168
2024 Q3	$330K	Buy	8,654 +2,212	+34%	+$81.8K	0.05%	156
2024 Q2	$232K	Buy	+6,442	New	+$237K	0.04%	181

Other funds holding DFIV

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 22.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mosaic Family Wealth Partners's DFIV Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Dimensional International Value ETF (DFIV) stake by 8% in Q2 2026, buying an estimated $44K and bringing the position to 10,742 shares worth $580K. The position accounts for 0.04% of the portfolio, ranked #276.

Mosaic Family Wealth Partners first reported a position in DFIV in Q2 2024 and has held it in 9 quarters since. 898 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Mosaic Family Wealth Partners held 10,742 shares of Dimensional International Value ETF worth $580K as of Q2 2026.
Mosaic Family Wealth Partners bought 800 Dimensional International Value ETF shares in Q2 2026, an estimated $44K.
Dimensional International Value ETF made up 0.04% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #276 holding.
Mosaic Family Wealth Partners first reported a position in Dimensional International Value ETF in Q2 2024 and has held it in 9 quarters since.
898 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.