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Secure Asset Management’s Dimensional International Value ETF DFIV Stock Holding History

Secure Asset 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 		$1.55M Sell
28,629
-291
-1% -$16K 0.22% 110
2026
Q1 		$1.53M Buy
28,920
+12,844
+80% +$681K 0.24% 106
2025
Q4 		$802K Buy
16,076
+8,666
+117% +$412K 0.13% 146
2025
Q3 		$343K Buy
+7,410
New +$331K 0.06% 228

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

Secure Asset Management's DFIV Position: Q2 2026 in Review

Secure Asset Management reduced its Dimensional International Value ETF (DFIV) stake by 1% in Q2 2026, selling an estimated $16K and leaving 28,629 shares worth $1.55M. The position accounts for 0.22% of the portfolio, ranked #110.

Secure Asset Management first reported a position in DFIV in Q3 2025 and has held it in 4 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Secure Asset Management held 28,629 shares of Dimensional International Value ETF worth $1.55M as of Q2 2026.
  • Secure Asset Management sold 291 Dimensional International Value ETF shares in Q2 2026, an estimated $16K.
  • Dimensional International Value ETF made up 0.22% of Secure Asset Management's portfolio in Q2 2026, its #110 holding.
  • Secure Asset Management first reported a position in Dimensional International Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.