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TFO Wealth Partners’s Dimensional International Value ETF DFIV Stock Holding History

TFO Wealth Partners’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 		$1.79M Buy
33,214
+164
+0.5% +$9.01K 0.2% 33
2026
Q1 		$1.74M Sell
33,050
-1,981
-6% -$105K 0.24% 32
2025
Q4 		$1.75M Sell
35,031
-1,567
-4% -$74.5K 0.26% 27
2025
Q3 		$1.69M Sell
36,598
-2,019
-5% -$90.3K 0.28% 24
2025
Q2 		$1.65M Buy
38,617
+1,435
+4% +$58.4K 0.29% 23
2025
Q1 		$1.46M Sell
37,182
-2,702
-7% -$103K 0.29% 20
2024
Q4 		$1.42M Buy
39,884
+143
+0.4% +$5.24K 0.67% 7
2024
Q3 		$1.51M Sell
39,741
-304
-0.8% -$11.2K 0.28% 20
2024
Q2 		$1.44M Sell
40,045
-1,588
-4% -$58.5K 0.28% 19
2024
Q1 		$1.53M Sell
41,633
-2,515
-6% -$87.2K 0.3% 17
2023
Q4 		$1.52M Sell
44,148
-5,901
-12% -$193K 0.31% 17
2023
Q3 		$1.64M Hold
50,049
– – 0.34% 18
2023
Q2 		$1.64M Sell
50,049
-1,186
-2% -$39K 0.35% 17
2023
Q1 		$1.65M Sell
51,235
-602,049
-92% -$19.4M 0.36% 17
2022
Q4 		$21.9M Buy
653,284
+590,700
+944% +$17.1M 5.05% 3
2022
Q3 		$1.61M Sell
62,584
-2,967
-5% -$84.8K 0.4% 18
2022
Q2 		$1.89M Sell
65,551
-8,657
-12% -$276K 0.43% 18
2022
Q1 		$2.48M Buy
74,208
+1,012
+1% +$34.1K 0.49% 17
2021
Q4 		$2.38M Sell
73,196
-1,016
-1% -$33.7K 0.46% 16
2021
Q3 		$2.43M Buy
+74,212
New +$2.45M 0.48% 16

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

TFO Wealth Partners's DFIV Position: Q2 2026 in Review

TFO Wealth Partners increased its Dimensional International Value ETF (DFIV) stake by 0.5% in Q2 2026, buying an estimated $9.01K and bringing the position to 33,214 shares worth $1.79M. The position accounts for 0.2% of the portfolio, ranked #33.

TFO Wealth Partners first reported a position in DFIV in Q3 2021 and has held it in 20 quarters since. The position peaked at $21.9M in Q4 2022. 893 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • TFO Wealth Partners held 33,214 shares of Dimensional International Value ETF worth $1.79M as of Q2 2026.
  • TFO Wealth Partners bought 164 Dimensional International Value ETF shares in Q2 2026, an estimated $9.01K.
  • Dimensional International Value ETF made up 0.2% of TFO Wealth Partners's portfolio in Q2 2026, its #33 holding.
  • TFO Wealth Partners first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 20 quarters since.
  • TFO Wealth Partners's Dimensional International Value ETF position peaked at $21.9M in Q4 2022.
  • 893 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on TFO Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.