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

Private Wealth Management Group’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 		$48.8K Hold
904
– – 0.01% 243
2026
Q1 		$47.7K Hold
904
– – 0.01% 200
2025
Q4 		$45.1K Hold
904
– – 0.01% 205
2025
Q3 		$41.7K Hold
904
– – 0.01% 208
2025
Q2 		$38.7K Hold
904
– – 0.01% 199
2025
Q1 		$35.6K Hold
904
– – 0.01% 208
2024
Q4 		$32.1K Hold
904
– – 0.01% 223
2024
Q3 		$34.4K Hold
904
– – 0.01% 201
2024
Q2 		$32.5K Sell
904
-242
-21% -$8.91K 0.01% 202
2024
Q1 		$42.1K Hold
1,146
– – 0.02% 176
2023
Q4 		$39.4K Buy
+1,146
New +$37.4K 0.02% 183

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

Private Wealth Management Group's DFIV Position: Q2 2026 in Review

Private Wealth Management Group held its Dimensional International Value ETF (DFIV) position steady in Q2 2026 at 904 shares worth $48.8K. The position accounts for 0.01% of the portfolio, ranked #243.

Private Wealth Management Group first reported a position in DFIV in Q4 2023 and has held it in 11 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Private Wealth Management Group held 904 shares of Dimensional International Value ETF worth $48.8K as of Q2 2026.
  • Private Wealth Management Group left its Dimensional International Value ETF share count unchanged in Q2 2026.
  • Dimensional International Value ETF made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #243 holding.
  • Private Wealth Management Group first reported a position in Dimensional International Value ETF in Q4 2023 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 Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.