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Watershed Private Wealth’s Dimensional International Value ETF DFIV Stock Holding History

Watershed Private 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 		$1.35M Sell
25,076
-668
-3% -$36.7K 0.38% 45
2026
Q1 		$1.36M Sell
25,744
-156
-0.6% -$8.27K 0.42% 43
2025
Q4 		$1.29M Sell
25,900
-17
-0.1% -$808 0.39% 45
2025
Q3 		$1.2M Sell
25,917
-2,396
-8% -$107K 0.38% 49
2025
Q2 		$1.21M Sell
28,313
-2,377
-8% -$96.8K 0.44% 38
2025
Q1 		$1.21M Sell
30,690
-181
-0.6% -$6.91K 0.48% 39
2024
Q4 		$1.1M Sell
30,871
-675
-2% -$24.8K 0.43% 43
2024
Q3 		$1.2M Sell
31,546
-2,513
-7% -$93K 0.48% 39
2024
Q2 		$1.22M Sell
34,059
-2,994
-8% -$110K 0.52% 42
2024
Q1 		$1.36M Sell
37,053
-71,060
-66% -$2.46M 0.6% 38
2023
Q4 		$3.71M Sell
108,113
-15,265
-12% -$498K 2.05% 14
2023
Q3 		$4.02M Sell
123,378
-2,787
-2% -$92.9K 2.48% 9
2023
Q2 		$4.14M Buy
126,165
+14,216
+13% +$467K 2.51% 9
2023
Q1 		$3.61M Buy
111,949
+17,651
+19% +$570K 2.44% 12
2022
Q4 		$2.87M Buy
+94,298
New +$2.74M 2.18% 14

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

Watershed Private Wealth's DFIV Position: Q2 2026 in Review

Watershed Private Wealth reduced its Dimensional International Value ETF (DFIV) stake by 2.6% in Q2 2026, selling an estimated $36.7K and leaving 25,076 shares worth $1.35M. The position accounts for 0.38% of the portfolio, ranked #45.

Watershed Private Wealth first reported a position in DFIV in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.14M in Q2 2023. 889 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Watershed Private Wealth held 25,076 shares of Dimensional International Value ETF worth $1.35M as of Q2 2026.
  • Watershed Private Wealth sold 668 Dimensional International Value ETF shares in Q2 2026, an estimated $36.7K.
  • Dimensional International Value ETF made up 0.38% of Watershed Private Wealth's portfolio in Q2 2026, its #45 holding.
  • Watershed Private Wealth first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Watershed Private Wealth's Dimensional International Value ETF position peaked at $4.14M in Q2 2023.
  • 889 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.