VR
DFIV icon

Valued Retirements’s Dimensional International Value ETF DFIV Stock Holding History

Valued Retirements’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 		$5.84M Buy
110,591
+2,161
+2% +$115K 5.7% 2
2025
Q4 		$5.41M Sell
108,430
-4,128
-4% -$196K 5.29% 3
2025
Q3 		$4.82M Hold
112,558
– – 5.44% 2
2025
Q2 		$4.82M Sell
112,558
-6,518
-5% -$265K 5.44% 2
2025
Q1 		$4.69M Sell
119,076
-4,336
-4% -$165K 6.16% 1
2024
Q4 		$4.38M Sell
123,412
-6,502
-5% -$238K 5.9% 2
2024
Q3 		$4.95M Buy
129,914
+3,126
+2% +$116K 6.82% 1
2024
Q2 		$4.56M Buy
126,788
+11,783
+10% +$434K 6.92% 3
2024
Q1 		$4.23M Sell
115,005
-233
-0.2% -$8.07K 6.76% 3
2023
Q4 		$3.96M Buy
+115,238
New +$3.76M 6.86% 3

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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FPAS
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