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Ruedi Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History

Ruedi 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 		$15.1M Sell
280,259
-7,155
-2% -$393K 3.55% 8
2026
Q1 		$15.2M Sell
287,414
-16,597
-5% -$880K 3.91% 8
2025
Q4 		$15.2M Buy
304,011
+708
+0.2% +$33.6K 3.98% 8
2025
Q3 		$14M Sell
303,303
-1,647
-0.5% -$73.7K 3.92% 7
2025
Q2 		$13.1M Sell
304,950
-51,830
-15% -$2.11M 3.87% 7
2025
Q1 		$14M Buy
356,780
+9,620
+3% +$367K 4.39% 6
2024
Q4 		$12.3M Buy
347,160
+30,347
+10% +$1.11M 3.89% 7
2024
Q3 		$12.1M Buy
316,813
+8,915
+3% +$330K 4.14% 8
2024
Q2 		$11.1M Buy
307,898
+39,434
+15% +$1.45M 4.36% 9
2024
Q1 		$9.87M Buy
268,464
+10,810
+4% +$375K 4.15% 8
2023
Q4 		$8.85M Buy
257,654
+16,538
+7% +$540K 4.18% 7
2023
Q3 		$7.87M Buy
241,116
+20,562
+9% +$685K 4.51% 7
2023
Q2 		$7.25M Buy
220,554
+10,885
+5% +$357K 4.26% 7
2023
Q1 		$6.76M Buy
209,669
+2,373
+1% +$76.6K 4.34% 7
2022
Q4 		$6.3M Buy
+207,296
New +$6.02M 4.45% 7

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

Ruedi Wealth Management's DFIV Position: Q2 2026 in Review

Ruedi Wealth Management reduced its Dimensional International Value ETF (DFIV) stake by 2.5% in Q2 2026, selling an estimated $393K and leaving 280,259 shares worth $15.1M. The position accounts for 3.55% of the portfolio, ranked #8.

Ruedi Wealth Management first reported a position in DFIV in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.2M in Q4 2025. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Ruedi Wealth Management held 280,259 shares of Dimensional International Value ETF worth $15.1M as of Q2 2026.
  • Ruedi Wealth Management sold 7,155 Dimensional International Value ETF shares in Q2 2026, an estimated $393K.
  • Dimensional International Value ETF made up 3.55% of Ruedi Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Ruedi Wealth Management first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Ruedi Wealth Management's Dimensional International Value ETF position peaked at $15.2M in Q4 2025.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Ruedi Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.