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 Q3	$50.5K	Hold	904	–	–	0.01%	242
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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Private Wealth Management Group's DFIV Position: Q3 2026 in Review

Private Wealth Management Group held its Dimensional International Value ETF (DFIV) position steady in Q3 2026 at 904 shares worth $50.5K. The position accounts for 0.01% of the portfolio, ranked #242.

Private Wealth Management Group first reported a position in DFIV in Q4 2023 and has held it in 12 quarters since. 247 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

Private Wealth Management Group held 904 shares of Dimensional International Value ETF worth $50.5K as of Q3 2026.
Private Wealth Management Group left its Dimensional International Value ETF share count unchanged in Q3 2026.
Dimensional International Value ETF made up 0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #242 holding.
Private Wealth Management Group first reported a position in Dimensional International Value ETF in Q4 2023 and has held it in 12 quarters since.
247 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.