Wedmont Private Capital’s Dimensional International Value ETF DFIV Stock Holding History

Wedmont Private Capital’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	$1.55M	Sell	28,039 -2,246	-7%	-$123K	0.04%	247
2026 Q1	$1.67M	Buy	30,285 +8,633	+40%	+$457K	0.05%	201
2025 Q4	$1.09M	Buy	21,652 +1,073	+5%	+$51K	0.04%	271
2025 Q3	$952K	Buy	20,579 +4	+0%	+$179	0.04%	284
2025 Q2	$895K	Buy	20,575 +15	+0.1%	+$611	0.04%	282
2025 Q1	$769K	Buy	+20,560	New	+$785K	0.04%	270

Other funds holding DFIV

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

DFS

Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

KAM

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Wedmont Private Capital's DFIV Position: Q2 2026 in Review

Wedmont Private Capital reduced its Dimensional International Value ETF (DFIV) stake by 7.4% in Q2 2026, selling an estimated $123K and leaving 28,039 shares worth $1.55M. The position accounts for 0.04% of the portfolio, ranked #247.

Wedmont Private Capital first reported a position in DFIV in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.67M in Q1 2026. 156 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Wedmont Private Capital held 28,039 shares of Dimensional International Value ETF worth $1.55M as of Q2 2026.
Wedmont Private Capital sold 2,246 Dimensional International Value ETF shares in Q2 2026, an estimated $123K.
Dimensional International Value ETF made up 0.04% of Wedmont Private Capital's portfolio in Q2 2026, its #247 holding.
Wedmont Private Capital first reported a position in Dimensional International Value ETF in Q1 2025 and has held it in 6 quarters since.
Wedmont Private Capital's Dimensional International Value ETF position peaked at $1.67M in Q1 2026.
156 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.