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Vestment Financial’s Dimensional International Value ETF DFIV Stock Holding History

Vestment Financial’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
2025
Q3 		– Sell
-5,643
Closed -$243K – 41
2025
Q2 		$243K Hold
5,643
– – 0.15% 38
2025
Q1 		$223K Sell
5,643
-280
-5% -$10.7K 0.16% 37
2024
Q4 		$212K Buy
+5,923
New +$217K 0.16% 36

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Vestment Financial's DFIV Position: Q3 2025 in Review

Vestment Financial sold out of Dimensional International Value ETF (DFIV) in Q3 2025, closing a stake of 5,643 shares — an estimated $243K sold.

Vestment Financial first reported a position in DFIV in Q4 2024 and held it in 3 quarters. The position peaked at $243K in Q2 2025. 720 funds tracked by Wall St. Rank hold DFIV as of Q3 2025.

  • Vestment Financial reported no remaining Dimensional International Value ETF position as of Q3 2025 after selling out during the quarter.
  • Vestment Financial sold 5,643 Dimensional International Value ETF shares in Q3 2025, an estimated $243K.
  • Vestment Financial first reported a position in Dimensional International Value ETF in Q4 2024 and held it in 3 quarters.
  • Vestment Financial's Dimensional International Value ETF position peaked at $243K in Q2 2025.
  • 720 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2025.

Based on Vestment Financial's 13F filing for Q3 2025, filed 16 Oct 2025.