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Waterfront Wealth’s Dimensional International Value ETF DFIV Stock Holding History

Waterfront Wealth’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 		$632K Buy
11,398
+11
+0.1% +$605 0.1% 202
2026
Q1 		$601K Hold
11,387
– – 0.11% 193
2025
Q4 		$599K Hold
11,387
– – 0.11% 182
2025
Q3 		$523K Hold
11,387
– – 0.11% 187
2025
Q2 		$488K Hold
11,387
– – 0.11% 188
2025
Q1 		$448K Hold
11,387
– – 0.11% 187
2024
Q4 		$404K Hold
11,387
– – 0.1% 196
2024
Q3 		$419K Hold
11,387
– – 0.1% 191
2024
Q2 		$409K Hold
11,387
– – 0.11% 179
2024
Q1 		$415K Hold
11,387
– – 0.12% 178
2023
Q4 		$391K Hold
11,387
– – 0.12% 178
2023
Q3 		$356K Hold
11,387
– – 0.12% 178
2023
Q2 		$390K Hold
11,387
– – 0.12% 181
2023
Q1 		$367K Hold
11,387
– – 0.12% 182
2022
Q4 		$377K Hold
11,387
– – 0.13% 184
2022
Q3 		$320K Sell
11,387
-69
-0.6% -$1.97K 0.12% 185
2022
Q2 		$331K Hold
11,456
– – 0.13% 178
2022
Q1 		$379K Buy
11,456
+69
+0.6% +$2.33K 0.13% 159
2021
Q4 		$374K Buy
+11,387
New +$378K 0.15% 143

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

Waterfront Wealth's DFIV Position: Q2 2026 in Review

Waterfront Wealth increased its Dimensional International Value ETF (DFIV) stake by 0.1% in Q2 2026, buying an estimated $605 and bringing the position to 11,398 shares worth $632K. The position accounts for 0.1% of the portfolio, ranked #202.

Waterfront Wealth first reported a position in DFIV in Q4 2021 and has held it in 19 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Waterfront Wealth held 11,398 shares of Dimensional International Value ETF worth $632K as of Q2 2026.
  • Waterfront Wealth bought 11 Dimensional International Value ETF shares in Q2 2026, an estimated $605.
  • Dimensional International Value ETF made up 0.1% of Waterfront Wealth's portfolio in Q2 2026, its #202 holding.
  • Waterfront Wealth first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.