TF
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Tandem Financial’s Dimensional International Value ETF DFIV Stock Holding History

Tandem Financial’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 		$933K Buy
+17,677
New +$937K 0.3% 56
2025
Q4 		– Sell
-17,194
Closed -$793K – 61
2025
Q3 		$793K Buy
+17,194
New +$769K 0.3% 53

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 $202B AUM 37.79% 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 $11.8B AUM 25.68% 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

Tandem Financial's DFIV Position: Q1 2026 in Review

Tandem Financial opened a new position in Dimensional International Value ETF (DFIV) in Q1 2026: 17,677 shares worth $933K. The stake represents 0.3% of the portfolio and ranks #56 among its holdings. This is a return to the name: Tandem Financial previously reported a position in DFIV as recently as Q3 2025.

Tandem Financial first reported a position in DFIV in Q3 2025 and has held it in 2 quarters since. 850 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • Tandem Financial held 17,677 shares of Dimensional International Value ETF worth $933K as of Q1 2026.
  • Dimensional International Value ETF was a new Tandem Financial position in Q1 2026.
  • Dimensional International Value ETF made up 0.3% of Tandem Financial's portfolio in Q1 2026, its #56 holding.
  • Tandem Financial first reported a position in Dimensional International Value ETF in Q3 2025 and has held it in 2 quarters since.
  • 850 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Tandem Financial's 13F filing for Q1 2026, filed 8 May 2026.