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Samalin Investment Counsel’s Dimensional International Value ETF DFIV Stock Holding History

Samalin Investment Counsel’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 		$448K Buy
8,292
+30
+0.4% +$1.65K 0.14% 179
2026
Q1 		$436K Buy
8,262
+70
+0.9% +$3.71K 0.15% 184
2025
Q4 		$409K Buy
8,192
+290
+4% +$13.8K 0.15% 195
2025
Q3 		$364K Buy
7,902
+165
+2% +$7.38K 0.13% 220
2025
Q2 		$331K Sell
7,737
-254
-3% -$10.3K 0.13% 236
2025
Q1 		$315K Sell
7,991
-2,459
-24% -$93.8K 0.13% 235
2024
Q4 		$371K Sell
10,450
-816
-7% -$29.9K 0.16% 194
2024
Q3 		$429K Buy
11,266
+148
+1% +$5.47K 0.19% 181
2024
Q2 		$400K Sell
11,118
-81
-0.7% -$2.98K 0.19% 185
2024
Q1 		$412K Buy
11,199
+653
+6% +$22.6K 0.2% 175
2023
Q4 		$362K Buy
10,546
+552
+6% +$18K 0.18% 189
2023
Q3 		$326K Sell
9,994
-1,451
-13% -$48.3K 0.19% 167
2023
Q2 		$376K Buy
11,445
+176
+2% +$5.78K 0.2% 141
2023
Q1 		$363K Buy
11,269
+491
+5% +$15.8K 0.22% 135
2022
Q4 		$328K Buy
+10,778
New +$313K 0.21% 144

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 $14.2B AUM 18.33% 1-Year Est. Return

Samalin Investment Counsel's DFIV Position: Q2 2026 in Review

Samalin Investment Counsel increased its Dimensional International Value ETF (DFIV) stake by 0.36% in Q2 2026, buying an estimated $1.65K and bringing the position to 8,292 shares worth $448K. The position accounts for 0.14% of the portfolio, ranked #179.

Samalin Investment Counsel first reported a position in DFIV in Q4 2022 and has held it in 15 quarters since. 898 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Samalin Investment Counsel held 8,292 shares of Dimensional International Value ETF worth $448K as of Q2 2026.
  • Samalin Investment Counsel bought 30 Dimensional International Value ETF shares in Q2 2026, an estimated $1.65K.
  • Dimensional International Value ETF made up 0.14% of Samalin Investment Counsel's portfolio in Q2 2026, its #179 holding.
  • Samalin Investment Counsel first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 898 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.