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

Sterling 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
Q2 		$6.29M Buy
116,430
+227
+0.2% +$12.5K 1.56% 16
2026
Q1 		$6.13M Sell
116,203
-2,125
-2% -$113K 1.68% 16
2025
Q4 		$5.9M Buy
118,328
+6,395
+6% +$304K 1.68% 16
2025
Q3 		$5.16M Buy
111,933
+7,734
+7% +$346K 1.56% 17
2025
Q2 		$4.46M Buy
+104,199
New +$4.24M 1.52% 17
2024
Q4 		$3.55M Buy
100,163
+7,674
+8% +$281K 1.31% 20
2024
Q3 		$3.52M Buy
92,489
+26,679
+41% +$987K 1.31% 20
2024
Q2 		$2.37M Buy
65,810
+11,248
+21% +$414K 1.12% 19
2024
Q1 		$2.01M Buy
54,562
+6,744
+14% +$234K 1% 19
2023
Q4 		$1.64M Buy
+47,818
New +$1.56M 0.92% 19

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

Sterling Wealth Management's DFIV Position: Q2 2026 in Review

Sterling Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 0.2% in Q2 2026, buying an estimated $12.5K and bringing the position to 116,430 shares worth $6.29M. The position accounts for 1.56% of the portfolio, ranked #16.

Sterling Wealth Management first reported a position in DFIV in Q4 2023 and has held it in 10 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Sterling Wealth Management held 116,430 shares of Dimensional International Value ETF worth $6.29M as of Q2 2026.
  • Sterling Wealth Management bought 227 Dimensional International Value ETF shares in Q2 2026, an estimated $12.5K.
  • Dimensional International Value ETF made up 1.56% of Sterling Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Sterling Wealth Management first reported a position in Dimensional International Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.