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Strategic Wealth Investment Group’s Dimensional International Value ETF DFIV Stock Holding History

Strategic Wealth Investment Group’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
2025
Q4 		– Sell
-5,431
Closed -$250K – 106
2025
Q3 		$250K Buy
+5,431
New +$243K 0.02% 112

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Strategic Wealth Investment Group's DFIV Position: Q4 2025 in Review

Strategic Wealth Investment Group sold out of Dimensional International Value ETF (DFIV) in Q4 2025, closing a stake of 5,431 shares — an estimated $250K sold.

Strategic Wealth Investment Group first reported a position in DFIV in Q3 2025 and held it in 1 quarter. The position peaked at $250K in Q3 2025. 804 funds tracked by Wall St. Rank hold DFIV as of Q4 2025.

  • Strategic Wealth Investment Group reported no remaining Dimensional International Value ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 5,431 Dimensional International Value ETF shares in Q4 2025, an estimated $250K.
  • Strategic Wealth Investment Group first reported a position in Dimensional International Value ETF in Q3 2025 and held it in 1 quarter.
  • Strategic Wealth Investment Group's Dimensional International Value ETF position peaked at $250K in Q3 2025.
  • 804 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2025, filed 11 Feb 2026.