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Wealth Enhancement Trust Services’s Dimensional International Value ETF DFIV Stock Holding History

Wealth Enhancement Trust Services’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 		$1.3M Sell
24,140
-1,170
-5% -$64.3K 0.14% 128
2026
Q1 		$1.34M Hold
25,310
– – 0.16% 120
2025
Q4 		$1.26M Buy
+25,310
New +$1.2M 0.16% 112

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 $80B AUM 26.12% 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
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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Wealth Enhancement Trust Services's DFIV Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Dimensional International Value ETF (DFIV) stake by 4.6% in Q2 2026, selling an estimated $64.3K and leaving 24,140 shares worth $1.3M. The position accounts for 0.14% of the portfolio, ranked #128.

Wealth Enhancement Trust Services first reported a position in DFIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.34M in Q1 2026. 752 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Wealth Enhancement Trust Services held 24,140 shares of Dimensional International Value ETF worth $1.3M as of Q2 2026.
  • Wealth Enhancement Trust Services sold 1,170 Dimensional International Value ETF shares in Q2 2026, an estimated $64.3K.
  • Dimensional International Value ETF made up 0.14% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #128 holding.
  • Wealth Enhancement Trust Services first reported a position in Dimensional International Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Dimensional International Value ETF position peaked at $1.34M in Q1 2026.
  • 752 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.