Mustard Seed Financial’s Dimensional International Value ETF DFIV Stock Holding History

Mustard Seed Financial’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	$862K	Sell	16,324 -1,541	-9%	-$81.7K	0.52%	40
2025 Q4	$891K	Sell	17,865 -40	-0.2%	-$1.9K	0.56%	39
2025 Q3	$826K	Sell	17,905 -767	-4%	-$34.3K	0.53%	39
2025 Q2	$800K	Buy	18,672 +52	+0.3%	+$2.12K	0.58%	36
2025 Q1	$733K	Sell	18,620 -978	-5%	-$37.3K	0.59%	36
2024 Q4	$695K	Sell	19,598 -177	-0.9%	-$6.49K	0.57%	38
2024 Q3	$753K	Sell	19,775 -181	-0.9%	-$6.7K	0.63%	37
2024 Q2	$717K	Buy	19,956 +791	+4%	+$29.1K	0.69%	35
2024 Q1	$704K	Buy	19,165 +5,411	+39%	+$188K	0.7%	37
2023 Q4	$473K	Buy	+13,754	New	+$449K	0.53%	43

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

Mustard Seed Financial's DFIV Position: Q1 2026 in Review

Mustard Seed Financial reduced its Dimensional International Value ETF (DFIV) stake by 8.6% in Q1 2026, selling an estimated $81.7K and leaving 16,324 shares worth $862K. The position accounts for 0.52% of the portfolio, ranked #40.

Mustard Seed Financial first reported a position in DFIV in Q4 2023 and has held it in 10 quarters since. The position peaked at $891K in Q4 2025. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

Mustard Seed Financial held 16,324 shares of Dimensional International Value ETF worth $862K as of Q1 2026.
Mustard Seed Financial sold 1,541 Dimensional International Value ETF shares in Q1 2026, an estimated $81.7K.
Dimensional International Value ETF made up 0.52% of Mustard Seed Financial's portfolio in Q1 2026, its #40 holding.
Mustard Seed Financial first reported a position in Dimensional International Value ETF in Q4 2023 and has held it in 10 quarters since.
Mustard Seed Financial's Dimensional International Value ETF position peaked at $891K in Q4 2025.
849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Mustard Seed Financial's 13F filing for Q1 2026, filed 27 Apr 2026.