SW
DFIV icon

SVB Wealth’s Dimensional International Value ETF DFIV Stock Holding History

SVB Wealth’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 		– Sell
-6,873
Closed -$343K – 390
2025
Q4 		$343K Buy
6,873
+15
+0.2% +$713 0.02% 313
2025
Q3 		$316K Buy
6,858
+8
+0.1% +$358 0.02% 345
2025
Q2 		$293K Buy
6,850
+34
+0.5% +$1.39K 0.02% 368
2025
Q1 		$268K Buy
6,816
+7
+0.1% +$267 0.01% 275
2024
Q4 		$242K Buy
+6,809
New +$250K ﹤0.01% 624
2024
Q3 		– Sell
-6,938
Closed -$249K – 160
2024
Q2 		$249K Buy
6,938
+39
+0.6% +$1.44K 0.01% 614
2024
Q1 		$254K Buy
6,899
+5
+0.1% +$173 0.01% 684
2023
Q4 		$237K Sell
6,894
-2,681
-28% -$87.5K 0.01% 708
2023
Q3 		$312K Buy
9,575
+30
+0.3% +$1K 0.01% 595
2023
Q2 		$314K Buy
9,545
+62
+0.7% +$2.04K 0.01% 656
2023
Q1 		$306K Sell
9,483
-19,324
-67% -$624K ﹤0.01% 714
2022
Q4 		$876K Sell
28,807
-15,706
-35% -$456K 0.01% 431
2022
Q3 		$1.15M Sell
44,513
-7,243
-14% -$207K 0.02% 341
2022
Q2 		$1.5M Sell
51,756
-26
-0.1% -$829 0.02% 251
2022
Q1 		$1.73M Buy
51,782
+18,681
+56% +$630K 0.02% 243
2021
Q4 		$1.09M Buy
33,101
+15,853
+92% +$526K 0.02% 301
2021
Q3 		$565K Buy
+17,248
New +$570K 0.01% 559

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SVB Wealth's DFIV Position: Q1 2026 in Review

SVB Wealth sold out of Dimensional International Value ETF (DFIV) in Q1 2026, closing a stake of 6,873 shares — an estimated $343K sold.

SVB Wealth first reported a position in DFIV in Q3 2021 and held it in 17 quarters. The position peaked at $1.73M in Q1 2022. 852 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • SVB Wealth reported no remaining Dimensional International Value ETF position as of Q1 2026 after selling out during the quarter.
  • SVB Wealth sold 6,873 Dimensional International Value ETF shares in Q1 2026, an estimated $343K.
  • SVB Wealth first reported a position in Dimensional International Value ETF in Q3 2021 and held it in 17 quarters.
  • SVB Wealth's Dimensional International Value ETF position peaked at $1.73M in Q1 2022.
  • 852 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on SVB Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.