RLWM
DFIV icon

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
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 $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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FPAS
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

RF&L Wealth Management's DFIV Position: Q1 2026 in Review

RF&L Wealth Management reduced its Dimensional International Value ETF (DFIV) stake by 0.73% in Q1 2026, selling an estimated $49.9K and leaving 128,164 shares worth $6.76M. The position accounts for 5.06% of the portfolio, ranked #6.

RF&L Wealth Management first reported a position in DFIV in Q4 2022 and has held it in 14 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • RF&L Wealth Management held 128,164 shares of Dimensional International Value ETF worth $6.76M as of Q1 2026.
  • RF&L Wealth Management sold 942 Dimensional International Value ETF shares in Q1 2026, an estimated $49.9K.
  • Dimensional International Value ETF made up 5.06% of RF&L Wealth Management's portfolio in Q1 2026, its #6 holding.
  • RF&L Wealth Management first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on RF&L Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.