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Richards, Merrill & Peterson’s Dimensional International Value ETF DFIV Stock Holding History

Richards, Merrill & Peterson’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 		$262K Hold
4,859
– – 0.08% 167
2026
Q1 		$256K Hold
4,859
– – 0.09% 162
2025
Q4 		$242K Buy
+4,859
New +$231K 0.09% 162

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

Richards, Merrill & Peterson's DFIV Position: Q2 2026 in Review

Richards, Merrill & Peterson held its Dimensional International Value ETF (DFIV) position steady in Q2 2026 at 4,859 shares worth $262K. The position accounts for 0.08% of the portfolio, ranked #167.

Richards, Merrill & Peterson first reported a position in DFIV in Q4 2025 and has held it in 3 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Richards, Merrill & Peterson held 4,859 shares of Dimensional International Value ETF worth $262K as of Q2 2026.
  • Richards, Merrill & Peterson left its Dimensional International Value ETF share count unchanged in Q2 2026.
  • Dimensional International Value ETF made up 0.08% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #167 holding.
  • Richards, Merrill & Peterson first reported a position in Dimensional International Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.