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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
Q2 		$8.24M Buy
152,495
+13,245
+10% +$728K 0.13% 152
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 $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

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

Perigon Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 9.5% in Q2 2026, buying an estimated $728K and bringing the position to 152,495 shares worth $8.24M. The position accounts for 0.13% of the portfolio, ranked #152.

Perigon Wealth Management first reported a position in DFIV in Q1 2022 and has held it in 11 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Perigon Wealth Management held 152,495 shares of Dimensional International Value ETF worth $8.24M as of Q2 2026.
  • Perigon Wealth Management bought 13,245 Dimensional International Value ETF shares in Q2 2026, an estimated $728K.
  • Dimensional International Value ETF made up 0.13% of Perigon Wealth Management's portfolio in Q2 2026, its #152 holding.
  • Perigon Wealth Management first reported a position in Dimensional International Value ETF in Q1 2022 and has held it in 11 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.