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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
Q2 		$1.12M Buy
20,668
+86
+0.4% +$4.73K 0.51% 34
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
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

MPWM Advisory Solutions's DFIV Position: Q2 2026 in Review

MPWM Advisory Solutions increased its Dimensional International Value ETF (DFIV) stake by 0.42% in Q2 2026, buying an estimated $4.73K and bringing the position to 20,668 shares worth $1.12M. The position accounts for 0.51% of the portfolio, ranked #34.

MPWM Advisory Solutions first reported a position in DFIV in Q4 2024 and has held it in 7 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • MPWM Advisory Solutions held 20,668 shares of Dimensional International Value ETF worth $1.12M as of Q2 2026.
  • MPWM Advisory Solutions bought 86 Dimensional International Value ETF shares in Q2 2026, an estimated $4.73K.
  • Dimensional International Value ETF made up 0.51% of MPWM Advisory Solutions's portfolio in Q2 2026, its #34 holding.
  • MPWM Advisory Solutions first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.