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Tortoise Investment Management’s Dimensional International Value ETF DFIV Stock Holding History

Tortoise Investment Management’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 		$9.8M Buy
181,496
+804
+0.4% +$44.2K 0.73% 45
2026
Q1 		$9.54M Sell
180,692
-894
-0.5% -$47.4K 0.79% 45
2025
Q4 		$9.06M Buy
181,586
+2,084
+1% +$99K 0.8% 43
2025
Q3 		$8.28M Buy
179,502
+1,345
+0.8% +$60.2K 0.74% 46
2025
Q2 		$7.63M Buy
178,157
+4,155
+2% +$169K 0.73% 48
2025
Q1 		$6.85M Buy
174,002
+11,084
+7% +$423K 0.71% 47
2024
Q4 		$5.78M Buy
162,918
+32,155
+25% +$1.18M 0.61% 52
2024
Q3 		$4.98M Buy
130,763
+46,077
+54% +$1.7M 0.52% 53
2024
Q2 		$3.04M Buy
84,686
+22,471
+36% +$827K 0.35% 70
2024
Q1 		$2.29M Buy
62,215
+16,754
+37% +$581K 0.28% 76
2023
Q4 		$1.56M Buy
45,461
+6,347
+16% +$207K 0.21% 83
2023
Q3 		$1.28M Buy
39,114
+475
+1% +$15.8K 0.19% 90
2023
Q2 		$1.27M Sell
38,639
-683
-2% -$22.4K 0.19% 93
2023
Q1 		$1.27M Buy
39,322
+304
+0.8% +$9.81K 0.2% 89
2022
Q4 		$1.19M Buy
39,018
+757
+2% +$22K 0.21% 90
2022
Q3 		$986K Sell
38,261
-4,269
-10% -$122K 0.19% 90
2022
Q2 		$1.23M Buy
42,530
+28,660
+207% +$914K 0.24% 80
2022
Q1 		$464K Buy
+13,870
New +$468K 0.09% 124

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

Tortoise Investment Management's DFIV Position: Q2 2026 in Review

Tortoise Investment Management increased its Dimensional International Value ETF (DFIV) stake by 0.44% in Q2 2026, buying an estimated $44.2K and bringing the position to 181,496 shares worth $9.8M. The position accounts for 0.73% of the portfolio, ranked #45.

Tortoise Investment Management first reported a position in DFIV in Q1 2022 and has held it in 18 quarters since. 897 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Tortoise Investment Management held 181,496 shares of Dimensional International Value ETF worth $9.8M as of Q2 2026.
  • Tortoise Investment Management bought 804 Dimensional International Value ETF shares in Q2 2026, an estimated $44.2K.
  • Dimensional International Value ETF made up 0.73% of Tortoise Investment Management's portfolio in Q2 2026, its #45 holding.
  • Tortoise Investment Management first reported a position in Dimensional International Value ETF in Q1 2022 and has held it in 18 quarters since.
  • 897 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.