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Whalen Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History

Whalen 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
2025
Q2 		– Sell
-110,675
Closed -$4.36M – 206
2025
Q1 		$4.36M Buy
+110,675
New +$4.22M 2.91% 9

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Whalen Wealth Management's DFIV Position: Q2 2025 in Review

Whalen Wealth Management sold out of Dimensional International Value ETF (DFIV) in Q2 2025, closing a stake of 110,675 shares — an estimated $4.36M sold.

Whalen Wealth Management first reported a position in DFIV in Q1 2025 and held it in 1 quarter. The position peaked at $4.36M in Q1 2025. 690 funds tracked by Wall St. Rank hold DFIV as of Q2 2025.

  • Whalen Wealth Management reported no remaining Dimensional International Value ETF position as of Q2 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 110,675 Dimensional International Value ETF shares in Q2 2025, an estimated $4.36M.
  • Whalen Wealth Management first reported a position in Dimensional International Value ETF in Q1 2025 and held it in 1 quarter.
  • Whalen Wealth Management's Dimensional International Value ETF position peaked at $4.36M in Q1 2025.
  • 690 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2025.

Based on Whalen Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.