Westmount Partners’s Dimensional International Value ETF DFIV Stock Holding History

Westmount Partners’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	$447K	Hold	8,272	–	–	0.1%	167
2026 Q1	$437K	Buy	8,272 +2,791	+51%	+$148K	0.11%	160
2025 Q4	$274K	Hold	5,481	–	–	0.07%	206
2025 Q3	$254K	Hold	5,481	–	–	0.07%	216
2025 Q2	$235K	Hold	5,481	–	–	0.06%	226
2025 Q1	$216K	Buy	+5,481	New	+$209K	0.07%	227
2024 Q4	–	Sell	-5,481	Closed	-$209K	–	221
2024 Q3	$209K	Buy	+5,481	New	+$203K	0.06%	211
2024 Q2	–	Sell	-7,262	Closed	-$267K	–	221
2024 Q1	$267K	Sell	7,262 -1,181	-14%	-$40.9K	0.1%	172
2023 Q4	$290K	Hold	8,443	–	–	0.12%	151
2023 Q3	$275K	Hold	8,443	–	–	0.12%	155
2023 Q2	$277K	Hold	8,443	–	–	0.12%	148
2023 Q1	$272K	Buy	8,443 +1,000	+13%	+$32.3K	0.13%	145
2022 Q4	$226K	Buy	+7,443	New	+$216K	0.12%	156

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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 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

Westmount Partners's DFIV Position: Q2 2026 in Review

Westmount Partners held its Dimensional International Value ETF (DFIV) position steady in Q2 2026 at 8,272 shares worth $447K. The position accounts for 0.1% of the portfolio, ranked #167.

Westmount Partners first reported a position in DFIV in Q4 2022 and has held it in 13 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Westmount Partners held 8,272 shares of Dimensional International Value ETF worth $447K as of Q2 2026.
Westmount Partners left its Dimensional International Value ETF share count unchanged in Q2 2026.
Dimensional International Value ETF made up 0.1% of Westmount Partners's portfolio in Q2 2026, its #167 holding.
Westmount Partners first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 13 quarters since.
894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.