NWM
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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

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

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. 894 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.
  • 894 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.