Truvestments Capital’s Dimensional International Value ETF DFIV Stock Holding History

Truvestments Capital’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	$5.42K	Hold	103	–	–	﹤0.01%	868
2025 Q4	$5.12K	Buy	103 +1	+1%	+$48	﹤0.01%	804
2025 Q3	$4.69K	Sell	102 -100	-50%	-$4.47K	﹤0.01%	833
2025 Q2	$8.65K	Buy	202 +3	+2%	+$122	﹤0.01%	661
2025 Q1	$7.81K	Sell	199 -24	-11%	-$916	﹤0.01%	690
2024 Q4	$7.91K	Sell	223 -298	-57%	-$10.9K	﹤0.01%	641
2024 Q3	$19.8K	Buy	+521	New	+$19.3K	0.01%	489
2024 Q2	–	Sell	-532	Closed	-$19.5K	–	344
2024 Q1	$19.5K	Sell	532 -32	-6%	-$1.11K	0.01%	438
2023 Q4	$19.4K	Sell	564 -182	-24%	-$5.94K	0.01%	445
2023 Q3	$24.3K	Buy	+746	New	+$24.9K	0.01%	359

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 $173B AUM 20.72% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 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