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

Perigon 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 Q1	$7.35M	Buy	139,250 +987	+0.7%	+$52.3K	0.13%	153
2025 Q4	$6.9M	Buy	138,263 +7,020	+5%	+$334K	0.12%	157
2025 Q3	$6.05M	Buy	131,243 +3,763	+3%	+$168K	0.12%	166
2025 Q2	$5.46M	Buy	127,480 +6,855	+6%	+$279K	0.13%	157
2025 Q1	$4.75M	Buy	120,625 +10,806	+10%	+$412K	0.12%	168
2024 Q4	$3.96M	Buy	109,819 +17,969	+20%	+$659K	0.1%	199
2024 Q3	$3.5M	Sell	91,850 -11,009	-11%	-$407K	0.09%	205
2024 Q2	$3.7M	Buy	102,859 +5,265	+5%	+$194K	0.11%	170
2024 Q1	$3.59M	Buy	+97,594	New	+$3.38M	0.11%	171
2022 Q2	–	Sell	-11,420	Closed	-$382K	–	584
2022 Q1	$382K	Buy	+11,420	New	+$385K	0.03%	415

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return