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Mowery & Schoenfeld Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History

Mowery & Schoenfeld Wealth Management’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
2025
Q2 		– Sell
-1,053
Closed -$41.4K – 405
2025
Q1 		$41.4K Hold
1,053
– – 0.08% 145
2024
Q4 		$37.4K Sell
1,053
-8,152
-89% -$299K 0.07% 127
2024
Q3 		$351K Hold
9,205
– – 0.55% 28
2024
Q2 		$331K Buy
9,205
+3,433
+59% +$126K 0.48% 29
2024
Q1 		$212K Sell
5,772
-477
-8% -$16.5K 0.41% 30
2023
Q4 		$215K Buy
+6,249
New +$204K 0.43% 34

Other funds holding DFIV

Northwestern Mutual Wealth Management
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's DFIV Position: Q2 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Dimensional International Value ETF (DFIV) in Q2 2025, closing a stake of 1,053 shares — an estimated $41.4K sold.

Mowery & Schoenfeld Wealth Management first reported a position in DFIV in Q4 2023 and held it in 6 quarters. The position peaked at $351K in Q3 2024. 691 funds tracked by Wall St. Rank hold DFIV as of Q2 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Dimensional International Value ETF position as of Q2 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 1,053 Dimensional International Value ETF shares in Q2 2025, an estimated $41.4K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Dimensional International Value ETF in Q4 2023 and held it in 6 quarters.
  • Mowery & Schoenfeld Wealth Management's Dimensional International Value ETF position peaked at $351K in Q3 2024.
  • 691 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.