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Root Financial Partners’s Dimensional International Value ETF DFIV Stock Holding History

Root Financial Partners’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 		$63.7M Buy
1,179,895
+307,236
+35% +$16.9M 2.48% 10
2026
Q1 		$46.1M Buy
872,659
+47,365
+6% +$2.51M 2.13% 12
2025
Q4 		$41.2M Buy
825,294
+44,900
+6% +$2.13M 2.1% 13
2025
Q3 		$36M Buy
780,394
+187,437
+32% +$8.39M 2.22% 12
2025
Q2 		$25.4M Sell
592,957
-65,253
-10% -$2.66M 2.45% 10
2025
Q1 		$25.9M Buy
658,210
+43,300
+7% +$1.65M 2.76% 10
2024
Q4 		$21.8M Buy
614,910
+147,467
+32% +$5.41M 2.7% 10
2024
Q3 		$17.8M Buy
467,443
+133,765
+40% +$4.95M 2.85% 10
2024
Q2 		$12M Buy
333,678
+80,298
+32% +$2.96M 2.81% 10
2024
Q1 		$9.31M Buy
253,380
+46,483
+22% +$1.61M 2.76% 9
2023
Q4 		$7.11M Buy
206,897
+54,255
+36% +$1.77M 2.67% 10
2023
Q3 		$4.98M Buy
152,642
+42,260
+38% +$1.41M 2.64% 10
2023
Q2 		$3.63M Buy
110,382
+26,394
+31% +$867K 2.16% 10
2023
Q1 		$2.71M Buy
+83,988
New +$2.71M 1.93% 10

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

Root Financial Partners's DFIV Position: Q2 2026 in Review

Root Financial Partners increased its Dimensional International Value ETF (DFIV) stake by 35% in Q2 2026, buying an estimated $16.9M and bringing the position to 1,179,895 shares worth $63.7M. The position accounts for 2.48% of the portfolio, ranked #10.

Root Financial Partners first reported a position in DFIV in Q1 2023 and has held it in 14 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Root Financial Partners held 1,179,895 shares of Dimensional International Value ETF worth $63.7M as of Q2 2026.
  • Root Financial Partners bought 307,236 Dimensional International Value ETF shares in Q2 2026, an estimated $16.9M.
  • Dimensional International Value ETF made up 2.48% of Root Financial Partners's portfolio in Q2 2026, its #10 holding.
  • Root Financial Partners first reported a position in Dimensional International Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.