Schwarz Dygos Wheeler Investment Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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 Q1	$388K	Hold	7,355	–	–	0.08%	117
2025 Q4	$367K	Hold	7,355	–	–	0.08%	115
2025 Q3	$339K	Buy	7,355 +334	+5%	+$14.9K	0.07%	123
2025 Q2	$301K	Hold	7,021	–	–	0.07%	133
2025 Q1	$276K	Hold	7,021	–	–	0.07%	138
2024 Q4	$249K	Hold	7,021	–	–	0.06%	146
2024 Q3	$267K	Hold	7,021	–	–	0.07%	128
2024 Q2	$252K	Hold	7,021	–	–	0.07%	126
2024 Q1	$258K	Hold	7,021	–	–	0.07%	128
2023 Q4	$241K	Sell	7,021 -365	-5%	-$11.9K	0.07%	134
2023 Q3	$241K	Buy	7,386 +365	+5%	+$12.2K	0.08%	126
2023 Q2	$231K	Hold	7,021	–	–	0.08%	130
2023 Q1	$226K	Hold	7,021	–	–	0.08%	121
2022 Q4	$213K	Buy	+7,021	New	+$204K	0.08%	118
2022 Q1	–	Sell	-6,690	Closed	-$220K	–	139
2021 Q4	$220K	Hold	6,690	–	–	0.07%	123
2021 Q3	$219K	Buy	+6,690	New	+$221K	0.08%	120

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's DFIV Position: Q1 2026 in Review

Schwarz Dygos Wheeler Investment Advisors held its Dimensional International Value ETF (DFIV) position steady in Q1 2026 at 7,355 shares worth $388K. The position accounts for 0.08% of the portfolio, ranked #117.

Schwarz Dygos Wheeler Investment Advisors first reported a position in DFIV in Q3 2021 and has held it in 16 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

Schwarz Dygos Wheeler Investment Advisors held 7,355 shares of Dimensional International Value ETF worth $388K as of Q1 2026.
Schwarz Dygos Wheeler Investment Advisors left its Dimensional International Value ETF share count unchanged in Q1 2026.
Dimensional International Value ETF made up 0.08% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q1 2026, its #117 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 16 quarters since.
849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.