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Ryan Investment Management’s Dimensional International Value ETF DFIV Stock Holding History

Ryan Investment 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
2025
Q3 		– Sell
-2,346
Closed -$100K – 28
2025
Q2 		$100K Buy
+2,346
New +$95.6K 0.06% 21

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
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
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ryan Investment Management's DFIV Position: Q3 2025 in Review

Ryan Investment Management sold out of Dimensional International Value ETF (DFIV) in Q3 2025, closing a stake of 2,346 shares — an estimated $100K sold.

Ryan Investment Management first reported a position in DFIV in Q2 2025 and held it in 1 quarter. The position peaked at $100K in Q2 2025. 720 funds tracked by Wall St. Rank hold DFIV as of Q3 2025.

  • Ryan Investment Management reported no remaining Dimensional International Value ETF position as of Q3 2025 after selling out during the quarter.
  • Ryan Investment Management sold 2,346 Dimensional International Value ETF shares in Q3 2025, an estimated $100K.
  • Ryan Investment Management first reported a position in Dimensional International Value ETF in Q2 2025 and held it in 1 quarter.
  • Ryan Investment Management's Dimensional International Value ETF position peaked at $100K in Q2 2025.
  • 720 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2025.

Based on Ryan Investment Management's 13F filing for Q3 2025, filed 10 Oct 2025.