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

Triad 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 		$254K Sell
4,438
-864
-16% -$47.5K 0.02% 480
2026
Q1 		$280K Sell
5,302
-975
-16% -$51.7K 0.02% 403
2025
Q4 		$313K Buy
6,277
+322
+5% +$15.3K 0.03% 378
2025
Q3 		$275K Sell
5,955
-285
-5% -$12.8K 0.04% 310
2025
Q2 		$267K Buy
+6,240
New +$254K 0.05% 234

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

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

Triad Wealth Partners reduced its Dimensional International Value ETF (DFIV) stake by 16% in Q2 2026, selling an estimated $47.5K and leaving 4,438 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #480.

Triad Wealth Partners first reported a position in DFIV in Q2 2025 and has held it in 5 quarters since. The position peaked at $313K in Q4 2025. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Triad Wealth Partners held 4,438 shares of Dimensional International Value ETF worth $254K as of Q2 2026.
  • Triad Wealth Partners sold 864 Dimensional International Value ETF shares in Q2 2026, an estimated $47.5K.
  • Dimensional International Value ETF made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #480 holding.
  • Triad Wealth Partners first reported a position in Dimensional International Value ETF in Q2 2025 and has held it in 5 quarters since.
  • Triad Wealth Partners's Dimensional International Value ETF position peaked at $313K in Q4 2025.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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