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Rothschild Investment LLC’s Dimensional International Value ETF DFIV Stock Holding History

Rothschild Investment LLC’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 		$7.56K Hold
140
– – ﹤0.01% 2049
2026
Q1 		$7.39K Sell
140
-239
-63% -$12.7K ﹤0.01% 1849
2025
Q4 		$18.9K Buy
+379
New +$18K ﹤0.01% 1340
2024
Q3 		– Sell
-260
Closed -$9.34K – 2917
2024
Q2 		$9.34K Buy
+260
New +$9.57K ﹤0.01% 1114

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 22.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Rothschild Investment LLC's DFIV Position: Q2 2026 in Review

Rothschild Investment LLC held its Dimensional International Value ETF (DFIV) position steady in Q2 2026 at 140 shares worth $7.56K. The position accounts for ﹤0.01% of the portfolio, ranked #2049.

Rothschild Investment LLC first reported a position in DFIV in Q2 2024 and has held it in 4 quarters since. The position peaked at $18.9K in Q4 2025. 898 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Rothschild Investment LLC held 140 shares of Dimensional International Value ETF worth $7.56K as of Q2 2026.
  • Rothschild Investment LLC left its Dimensional International Value ETF share count unchanged in Q2 2026.
  • Dimensional International Value ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2049 holding.
  • Rothschild Investment LLC first reported a position in Dimensional International Value ETF in Q2 2024 and has held it in 4 quarters since.
  • Rothschild Investment LLC's Dimensional International Value ETF position peaked at $18.9K in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.