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

PBMares 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
2025
Q3 		$20.5M Buy
444,454
+4,574
+1% +$205K 3.32% 9
2025
Q2 		$18.8M Buy
439,880
+3,280
+0.8% +$134K 3.45% 9
2025
Q1 		$17.2M Sell
436,600
-12,195
-3% -$465K 3.44% 9
2024
Q4 		$15.9M Buy
448,795
+1,639
+0.4% +$60.1K 3.25% 9
2024
Q3 		$17M Buy
447,156
+3,725
+0.8% +$138K 3.56% 8
2024
Q2 		$15.9M Buy
443,431
+2,998
+0.7% +$110K 3.91% 6
2024
Q1 		$16.2M Buy
440,433
+7,535
+2% +$261K 4.21% 4
2023
Q4 		$14.9M Buy
432,898
+25,024
+6% +$817K 4.46% 4
2023
Q3 		$13.3M Sell
407,874
-22,093
-5% -$736K 4.8% 3
2023
Q2 		$14.1M Sell
429,967
-6,889
-2% -$226K 5.05% 3
2023
Q1 		$14.1M Sell
436,856
-8,740
-2% -$282K 5.23% 3
2022
Q4 		$13.5M Sell
445,596
-11,904
-3% -$345K 5.48% 3
2022
Q3 		$11.8M Buy
457,500
+32,966
+8% +$942K 5.14% 3
2022
Q2 		$12.3M Buy
+424,534
New +$13.5M 5.26% 3
2022
Q1 		– Sell
-374,463
Closed -$12.3M – 158
2021
Q4 		$12.3M Buy
374,463
+1,803
+0.5% +$59.9K 5.19% 4
2021
Q3 		$12.2M Buy
+372,660
New +$12.3M 5.82% 3

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PBMares Wealth Management's DFIV Position: Q3 2025 in Review

PBMares Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 1% in Q3 2025, buying an estimated $205K and bringing the position to 444,454 shares worth $20.5M. The position accounts for 3.32% of the portfolio, ranked #9.

PBMares Wealth Management first reported a position in DFIV in Q3 2021 and has held it in 16 quarters since. 720 funds tracked by Wall St. Rank hold DFIV as of Q3 2025.

  • PBMares Wealth Management held 444,454 shares of Dimensional International Value ETF worth $20.5M as of Q3 2025.
  • PBMares Wealth Management bought 4,574 Dimensional International Value ETF shares in Q3 2025, an estimated $205K.
  • Dimensional International Value ETF made up 3.32% of PBMares Wealth Management's portfolio in Q3 2025, its #9 holding.
  • PBMares Wealth Management first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 16 quarters since.
  • 720 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.