MPWM Advisory Solutions’s Dimensional International Value ETF DFIV Stock Holding History

MPWM Advisory Solutions’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 Q1	$1.09M	Buy	20,582 +967	+5%	+$51.2K	0.58%	33
2025 Q4	$979K	Sell	19,615 -34	-0.2%	-$1.62K	0.55%	32
2025 Q3	$906K	Sell	19,649 -107	-0.5%	-$4.79K	0.54%	30
2025 Q2	$846K	Buy	19,756 +81	+0.4%	+$3.3K	0.54%	30
2025 Q1	$774K	Buy	19,675 +17	+0.1%	+$649	0.56%	27
2024 Q4	$697K	Buy	+19,658	New	+$721K	0.51%	30

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MPWM Advisory Solutions's DFIV Position: Q1 2026 in Review

MPWM Advisory Solutions increased its Dimensional International Value ETF (DFIV) stake by 4.9% in Q1 2026, buying an estimated $51.2K and bringing the position to 20,582 shares worth $1.09M. The position accounts for 0.58% of the portfolio, ranked #33.

MPWM Advisory Solutions first reported a position in DFIV in Q4 2024 and has held it in 6 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

MPWM Advisory Solutions held 20,582 shares of Dimensional International Value ETF worth $1.09M as of Q1 2026.
MPWM Advisory Solutions bought 967 Dimensional International Value ETF shares in Q1 2026, an estimated $51.2K.
Dimensional International Value ETF made up 0.58% of MPWM Advisory Solutions's portfolio in Q1 2026, its #33 holding.
MPWM Advisory Solutions first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 6 quarters since.
849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.