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RF&L Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History

RF&L 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 		$6.85M Sell
126,816
-1,348
-1% -$74.1K 4.64% 7
2026
Q1 		$6.76M Sell
128,164
-942
-0.7% -$49.9K 5.06% 6
2025
Q4 		$6.44M Buy
129,106
+1,252
+1% +$59.5K 3.61% 8
2025
Q3 		$5.9M Buy
127,854
+5,200
+4% +$233K 3.46% 8
2025
Q2 		$5.25M Buy
122,654
+1,850
+2% +$75.3K 3.38% 9
2025
Q1 		$4.75M Buy
120,804
+3,692
+3% +$141K 3.4% 9
2024
Q4 		$4.16M Buy
117,112
+5,480
+5% +$201K 2.94% 12
2024
Q3 		$4.25M Buy
111,632
+1,692
+2% +$62.6K 3.01% 11
2024
Q2 		$3.95M Buy
109,940
+2,021
+2% +$74.4K 3.01% 11
2024
Q1 		$3.97M Buy
107,919
+3,478
+3% +$121K 3.05% 11
2023
Q4 		$3.59M Buy
104,441
+1,279
+1% +$41.7K 2.98% 12
2023
Q3 		$3.37M Buy
103,162
+2,410
+2% +$80.3K 3.13% 9
2023
Q2 		$3.31M Buy
100,752
+1,950
+2% +$64K 3.02% 12
2023
Q1 		$3.18M Buy
98,802
+829
+0.8% +$26.8K 3.09% 10
2022
Q4 		$2.98M Buy
+97,973
New +$2.84M 3.07% 11

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

RF&L Wealth Management's DFIV Position: Q2 2026 in Review

RF&L Wealth Management reduced its Dimensional International Value ETF (DFIV) stake by 1.1% in Q2 2026, selling an estimated $74.1K and leaving 126,816 shares worth $6.85M. The position accounts for 4.64% of the portfolio, ranked #7.

RF&L Wealth Management first reported a position in DFIV in Q4 2022 and has held it in 15 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • RF&L Wealth Management held 126,816 shares of Dimensional International Value ETF worth $6.85M as of Q2 2026.
  • RF&L Wealth Management sold 1,348 Dimensional International Value ETF shares in Q2 2026, an estimated $74.1K.
  • Dimensional International Value ETF made up 4.64% of RF&L Wealth Management's portfolio in Q2 2026, its #7 holding.
  • RF&L Wealth Management first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on RF&L Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.