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Pasadena Private Wealth’s Dimensional International Value ETF DFIV Stock Holding History

Pasadena Private Wealth’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 		$620K Buy
11,483
+133
+1% +$7.31K 0.08% 127
2026
Q1 		$599K Buy
+11,350
New +$601K 0.08% 116

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
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Focus Partners Advisor Solutions
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 22.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Pasadena Private Wealth's DFIV Position: Q2 2026 in Review

Pasadena Private Wealth increased its Dimensional International Value ETF (DFIV) stake by 1.2% in Q2 2026, buying an estimated $7.31K and bringing the position to 11,483 shares worth $620K. The position accounts for 0.08% of the portfolio, ranked #127.

Pasadena Private Wealth first reported a position in DFIV in Q1 2026 and has held it in 2 quarters since. 898 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Pasadena Private Wealth held 11,483 shares of Dimensional International Value ETF worth $620K as of Q2 2026.
  • Pasadena Private Wealth bought 133 Dimensional International Value ETF shares in Q2 2026, an estimated $7.31K.
  • Dimensional International Value ETF made up 0.08% of Pasadena Private Wealth's portfolio in Q2 2026, its #127 holding.
  • Pasadena Private Wealth first reported a position in Dimensional International Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 898 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.