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&Partners’s Dimensional International Value ETF DFIV Stock Holding History

&Partners’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 		$4.31M Sell
79,274
-41,219
-34% -$2.27M 0.02% 659
2026
Q1 		$6.36M Buy
120,493
+6,097
+5% +$323K 0.03% 459
2025
Q4 		$5.71M Buy
114,396
+33,103
+41% +$1.57M 0.03% 457
2025
Q3 		$3.79M Buy
81,293
+27,853
+52% +$1.25M 0.02% 506
2025
Q2 		$2.3M Buy
53,440
+21,588
+68% +$879K 0.02% 612
2025
Q1 		$1.26M Buy
+31,852
New +$1.22M 0.01% 730

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

&Partners's DFIV Position: Q2 2026 in Review

&Partners reduced its Dimensional International Value ETF (DFIV) stake by 34% in Q2 2026, selling an estimated $2.27M and leaving 79,274 shares worth $4.31M. The position accounts for 0.02% of the portfolio, ranked #659.

&Partners first reported a position in DFIV in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.36M in Q1 2026. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • &Partners held 79,274 shares of Dimensional International Value ETF worth $4.31M as of Q2 2026.
  • &Partners sold 41,219 Dimensional International Value ETF shares in Q2 2026, an estimated $2.27M.
  • Dimensional International Value ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #659 holding.
  • &Partners first reported a position in Dimensional International Value ETF in Q1 2025 and has held it in 6 quarters since.
  • &Partners's Dimensional International Value ETF position peaked at $6.36M in Q1 2026.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.