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 Q3	$1.32M	Sell	23,618 -522	-2%	-$29.8K	0.14%	130
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 Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Wealth Enhancement Trust Services's DFIV Position: Q3 2026 in Review

Wealth Enhancement Trust Services reduced its Dimensional International Value ETF (DFIV) stake by 2.2% in Q3 2026, selling an estimated $29.8K and leaving 23,618 shares worth $1.32M. The position accounts for 0.14% of the portfolio, ranked #130.

Wealth Enhancement Trust Services first reported a position in DFIV in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.34M in Q1 2026. 840 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

Wealth Enhancement Trust Services held 23,618 shares of Dimensional International Value ETF worth $1.32M as of Q3 2026.
Wealth Enhancement Trust Services sold 522 Dimensional International Value ETF shares in Q3 2026, an estimated $29.8K.
Dimensional International Value ETF made up 0.14% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #130 holding.
Wealth Enhancement Trust Services first reported a position in Dimensional International Value ETF in Q4 2025 and has held it in 4 quarters since.
Wealth Enhancement Trust Services's Dimensional International Value ETF position peaked at $1.34M in Q1 2026.
840 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.