Squire Investment Management Company’s Dimensional International Value ETF DFIV Stock Holding History

Squire Investment Management Company’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	$21M	Sell	397,188 -620	-0.2%	-$32.9K	5.83%	5
2025 Q4	$19.9M	Sell	397,808 -11,211	-3%	-$533K	6.01%	5
2025 Q3	$18.9M	Buy	409,019 +11,410	+3%	+$510K	6.14%	5
2025 Q2	$17M	Buy	397,609 +13,215	+3%	+$538K	6.28%	5
2025 Q1	$15.1M	Buy	384,394 +1,314	+0.3%	+$50.1K	6.31%	5
2024 Q4	$13.6M	Buy	383,080 +28,635	+8%	+$1.05M	5.98%	5
2024 Q3	$13.5M	Buy	354,445 +22,932	+7%	+$848K	6.42%	5
2024 Q2	$11.9M	Buy	331,513 +21,895	+7%	+$806K	6.76%	5
2024 Q1	$11.4M	Buy	309,618 +42,543	+16%	+$1.47M	7.17%	5
2023 Q4	$9.18M	Buy	+267,075	New	+$8.71M	7.47%	4

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PNC Financial Services Group

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Focus Partners Wealth

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

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

Corient Private Wealth

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Raymond James Financial

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