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Werba Rubin Papier Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History

Werba Rubin Papier Wealth Management’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 		$13.5M Buy
249,131
+9,138
+4% +$502K 1.63% 13
2026
Q1 		$12.7M Sell
239,993
-1,888
-0.8% -$100K 1.76% 13
2025
Q4 		$12.1M Buy
241,881
+1,830
+0.8% +$87K 3.27% 7
2025
Q3 		$11.1M Buy
240,051
+24,413
+11% +$1.09M 1.79% 13
2025
Q2 		$9.24M Buy
215,638
+3,252
+2% +$132K 1.74% 13
2025
Q1 		$8.36M Sell
212,386
-761
-0.4% -$29K 1.82% 14
2024
Q4 		$7.56M Buy
213,147
+1,121
+0.5% +$41.1K 1.78% 11
2024
Q3 		$8.07M Buy
212,026
+12,957
+7% +$479K 1.89% 9
2024
Q2 		$7.15M Buy
199,069
+37,469
+23% +$1.38M 1.97% 9
2024
Q1 		$5.94M Buy
161,600
+20,141
+14% +$698K 1.72% 9
2023
Q4 		$4.86M Sell
141,459
-1,245
-0.9% -$40.6K 1.65% 8
2023
Q3 		$4.65M Sell
142,704
-3,260
-2% -$109K 1.66% 9
2023
Q2 		$4.79M Sell
145,964
-81
-0.1% -$2.66K 1.66% 9
2023
Q1 		$4.71M Sell
146,045
-3,540
-2% -$114K 1.85% 9
2022
Q4 		$4.55M Buy
+149,585
New +$4.34M 1.88% 10

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

Werba Rubin Papier Wealth Management's DFIV Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 3.8% in Q2 2026, buying an estimated $502K and bringing the position to 249,131 shares worth $13.5M. The position accounts for 1.63% of the portfolio, ranked #13.

Werba Rubin Papier Wealth Management first reported a position in DFIV in Q4 2022 and has held it in 15 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 249,131 shares of Dimensional International Value ETF worth $13.5M as of Q2 2026.
  • Werba Rubin Papier Wealth Management bought 9,138 Dimensional International Value ETF shares in Q2 2026, an estimated $502K.
  • Dimensional International Value ETF made up 1.63% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.