SRC
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Shufro Rose & Co’s Dimensional International Value ETF DFIV Stock Holding History

Shufro Rose & Co’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 		$361K Hold
6,838
– – 0.02% 216
2025
Q4 		$341K Hold
6,838
– – 0.02% 216
2025
Q3 		$269K Hold
6,838
– – 0.02% 248
2025
Q2 		$269K Hold
6,838
– – 0.02% 245
2025
Q1 		$269K Hold
6,838
– – 0.02% 250
2024
Q4 		$243K Sell
6,838
-101
-1% -$3.7K 0.02% 252
2024
Q3 		$249K Hold
6,939
– – 0.02% 258
2024
Q2 		$249K Buy
6,939
+101
+1% +$3.72K 0.02% 258
2024
Q1 		$251K Hold
6,838
– – 0.02% 250
2023
Q4 		$223K Hold
6,838
– – 0.02% 254
2023
Q3 		$223K Hold
6,838
– – 0.02% 253
2023
Q2 		$225K Hold
6,838
– – 0.02% 260
2023
Q1 		$220K Hold
6,838
– – 0.02% 264
2022
Q4 		$208K Buy
+6,838
New +$198K 0.02% 283
2022
Q2 		– Sell
-6,838
Closed -$229K – 330
2022
Q1 		$229K Buy
+6,838
New +$231K 0.02% 269

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