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Tilson Financial Group’s Dimensional International Value ETF DFIV Stock Holding History

Tilson Financial 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
2026
Q2 		$5.74M Buy
106,198
+4,755
+5% +$261K 1.58% 22
2026
Q1 		$5.35M Buy
101,443
+2,520
+3% +$134K 1.61% 22
2025
Q4 		$4.94M Buy
98,923
+2,981
+3% +$142K 1.52% 23
2025
Q3 		$4.42M Sell
95,942
-2,745
-3% -$123K 1.45% 23
2025
Q2 		$4.23M Sell
98,687
-4,124
-4% -$168K 1.59% 21
2025
Q1 		$4.05M Buy
102,811
+3,854
+4% +$147K 1.6% 19
2024
Q4 		$3.51M Buy
98,957
+8,122
+9% +$298K 1.43% 20
2024
Q3 		$3.46M Buy
90,835
+8,024
+10% +$297K 1.5% 22
2024
Q2 		$2.98M Buy
82,811
+8,772
+12% +$323K 3.01% 11
2024
Q1 		$2.72M Buy
74,039
+18,458
+33% +$640K 1.46% 22
2023
Q4 		$1.91M Buy
55,581
+34,527
+164% +$1.13M 1.23% 23
2023
Q3 		$687K Buy
21,054
+1,014
+5% +$33.8K 0.54% 34
2023
Q2 		$658K Buy
20,040
+2,067
+12% +$67.9K 1.12% 15
2023
Q1 		$579K Buy
17,973
+3,546
+25% +$114K 0.47% 36
2022
Q4 		$439K Buy
+14,427
New +$419K 0.37% 42

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

Tilson Financial Group's DFIV Position: Q2 2026 in Review

Tilson Financial Group increased its Dimensional International Value ETF (DFIV) stake by 4.7% in Q2 2026, buying an estimated $261K and bringing the position to 106,198 shares worth $5.74M. The position accounts for 1.58% of the portfolio, ranked #22.

Tilson Financial Group first reported a position in DFIV in Q4 2022 and has held it in 15 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Tilson Financial Group held 106,198 shares of Dimensional International Value ETF worth $5.74M as of Q2 2026.
  • Tilson Financial Group bought 4,755 Dimensional International Value ETF shares in Q2 2026, an estimated $261K.
  • Dimensional International Value ETF made up 1.58% of Tilson Financial Group's portfolio in Q2 2026, its #22 holding.
  • Tilson Financial Group first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.