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TruWealth Advisors’s Dimensional International Value ETF DFIV Stock Holding History

TruWealth Advisors’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 		$37.7M Buy
713,549
+353,535
+98% +$18.7M 1.81% 14
2025
Q4 		$18M Buy
360,014
+7,690
+2% +$365K 0.88% 42
2025
Q3 		$16.2M Buy
352,324
+9,961
+3% +$446K 0.82% 41
2025
Q2 		$14.7M Buy
+342,363
New +$13.9M 0.81% 39

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TruWealth Advisors's DFIV Position: Q1 2026 in Review

TruWealth Advisors increased its Dimensional International Value ETF (DFIV) stake by 98% in Q1 2026, buying an estimated $18.7M and bringing the position to 713,549 shares worth $37.7M. The position accounts for 1.81% of the portfolio, ranked #14.

TruWealth Advisors first reported a position in DFIV in Q2 2025 and has held it in 4 quarters since. 853 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • TruWealth Advisors held 713,549 shares of Dimensional International Value ETF worth $37.7M as of Q1 2026.
  • TruWealth Advisors bought 353,535 Dimensional International Value ETF shares in Q1 2026, an estimated $18.7M.
  • Dimensional International Value ETF made up 1.81% of TruWealth Advisors's portfolio in Q1 2026, its #14 holding.
  • TruWealth Advisors first reported a position in Dimensional International Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 853 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.