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

Orgel 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	$209K	Buy	+3,868	New	+$213K	﹤0.01%	111

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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 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

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

Orgel Wealth Management opened a new position in Dimensional International Value ETF (DFIV) in Q2 2026: 3,868 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #111 among its holdings.

894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Orgel Wealth Management held 3,868 shares of Dimensional International Value ETF worth $209K as of Q2 2026.
Dimensional International Value ETF was a new Orgel Wealth Management position in Q2 2026.
Dimensional International Value ETF made up ﹤0.01% of Orgel Wealth Management's portfolio in Q2 2026, its #111 holding.
894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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