NWM
DFIV icon

Northwest Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History

Northwest 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
2026
Q2 		$11.7M Buy
216,493
+2,248
+1% +$124K 1.54% 15
2026
Q1 		$11.3M Sell
214,245
-9,911
-4% -$525K 1.7% 13
2025
Q4 		$11.2M Sell
224,156
-12,931
-5% -$615K 1.76% 13
2025
Q3 		$10.9M Sell
237,087
-6,379
-3% -$285K 1.8% 13
2025
Q2 		$10.4M Buy
243,466
+2,160
+0.9% +$88K 1.88% 12
2025
Q1 		$9.5M Buy
241,306
+11,400
+5% +$435K 1.89% 13
2024
Q4 		$8.16M Buy
229,906
+56,541
+33% +$2.07M 1.73% 15
2024
Q3 		$6.6M Buy
173,365
+7,726
+5% +$286K 1.54% 18
2024
Q2 		$5.95M Buy
165,639
+6,115
+4% +$225K 1.54% 17
2024
Q1 		$5.86M Buy
159,524
+1,930
+1% +$66.9K 1.61% 18
2023
Q4 		$5.41M Buy
157,594
+16,436
+12% +$536K 1.63% 17
2023
Q3 		$4.6M Buy
141,158
+9,318
+7% +$310K 1.66% 17
2023
Q2 		$4.33M Buy
131,840
+1,564
+1% +$51.4K 1.57% 18
2023
Q1 		$4.2M Sell
130,276
-2,611
-2% -$84.3K 1.6% 18
2022
Q4 		$4.04M Buy
132,887
+27,239
+26% +$791K 1.73% 15
2022
Q3 		$2.72M Buy
105,648
+2,992
+3% +$85.5K 1.2% 29
2022
Q2 		$2.97M Buy
+102,656
New +$3.27M 1.29% 25
2022
Q1 		– Sell
-74,483
Closed -$2.44M – 139
2021
Q4 		$2.44M Buy
74,483
+8,025
+12% +$266K 1.14% 25
2021
Q3 		$2.18M Buy
+66,458
New +$2.2M 1.08% 27

Other funds holding DFIV

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
TH
Team Hewins Redwood City, California $366M AUM 29.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Northwest Wealth Management's DFIV Position: Q2 2026 in Review

Northwest Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 1% in Q2 2026, buying an estimated $124K and bringing the position to 216,493 shares worth $11.7M. The position accounts for 1.54% of the portfolio, ranked #15.

Northwest Wealth Management first reported a position in DFIV in Q3 2021 and has held it in 19 quarters since. 417 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Northwest Wealth Management held 216,493 shares of Dimensional International Value ETF worth $11.7M as of Q2 2026.
  • Northwest Wealth Management bought 2,248 Dimensional International Value ETF shares in Q2 2026, an estimated $124K.
  • Dimensional International Value ETF made up 1.54% of Northwest Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Northwest Wealth Management first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 19 quarters since.
  • 417 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.