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

Seaside 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
Q1 		$349K Sell
6,605
-365
-5% -$19.3K 0.1% 49
2025
Q4 		$348K Buy
6,970
+32
+0.5% +$1.52K 0.1% 49
2025
Q3 		$320K Buy
6,938
+29
+0.4% +$1.3K 0.09% 52
2025
Q2 		$296K Sell
6,909
-1,772
-20% -$72.2K 0.09% 53
2025
Q1 		$342K Buy
8,681
+30
+0.3% +$1.15K 0.12% 42
2024
Q4 		$307K Buy
8,651
+81
+0.9% +$2.97K 0.11% 43
2024
Q3 		$326K Buy
8,570
+50
+0.6% +$1.85K 0.12% 43
2024
Q2 		$306K Buy
8,520
+158
+2% +$5.82K 0.13% 44
2024
Q1 		$307K Sell
8,362
-184
-2% -$6.38K 0.13% 41
2023
Q4 		$294K Buy
8,546
+79
+0.9% +$2.58K 0.13% 41
2023
Q3 		$276K Buy
8,467
+70
+0.8% +$2.33K 0.14% 38
2023
Q2 		$276K Buy
8,397
+143
+2% +$4.7K 0.14% 39
2023
Q1 		$266K Buy
8,254
+36
+0.4% +$1.16K 0.16% 37
2022
Q4 		$250K Buy
8,218
+75
+0.9% +$2.18K 0.17% 39
2022
Q3 		$227K Buy
8,143
+31
+0.4% +$886 0.16% 44
2022
Q2 		$240K Buy
+8,112
New +$259K 0.18% 43

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Northern Trust
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
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Seaside Wealth Management's DFIV Position: Q1 2026 in Review

Seaside Wealth Management reduced its Dimensional International Value ETF (DFIV) stake by 5.2% in Q1 2026, selling an estimated $19.3K and leaving 6,605 shares worth $349K. The position accounts for 0.1% of the portfolio, ranked #49.

Seaside Wealth Management first reported a position in DFIV in Q2 2022 and has held it in 16 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • Seaside Wealth Management held 6,605 shares of Dimensional International Value ETF worth $349K as of Q1 2026.
  • Seaside Wealth Management sold 365 Dimensional International Value ETF shares in Q1 2026, an estimated $19.3K.
  • Dimensional International Value ETF made up 0.1% of Seaside Wealth Management's portfolio in Q1 2026, its #49 holding.
  • Seaside Wealth Management first reported a position in Dimensional International Value ETF in Q2 2022 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 Seaside Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.