Whittier Trust’s Dimensional International Value ETF DFIV Stock Holding History

Whittier Trust’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	$6.61M	Hold	119,178	–	–	0.06%	186
2026 Q1	$6.37M	Hold	119,178	–	–	0.07%	177
2025 Q4	$6.03M	Hold	119,178	–	–	0.07%	180
2025 Q3	$5.56M	Hold	119,178	–	–	0.06%	191
2025 Q2	$5.1M	Hold	119,178	–	–	0.06%	206
2025 Q1	$4.69M	Hold	119,178	–	–	0.07%	205
2024 Q4	$4.23M	Sell	119,178 -1,971	-2%	-$72.3K	0.06%	215
2024 Q3	$4.61M	Buy	121,149 +13	+0%	+$481	0.06%	212
2024 Q2	$4.35M	Buy	121,136 +38	+0%	+$1.4K	0.06%	205
2024 Q1	$4.45M	Buy	121,098 +4	+0%	+$139	0.06%	210
2023 Q4	$4.16M	Buy	121,094 +19	+0%	+$620	0.07%	211
2023 Q3	$3.95M	Buy	121,075 +16	+0%	+$533	0.07%	209
2023 Q2	$3.98M	Buy	121,059 +1,881	+2%	+$61.8K	0.07%	210
2023 Q1	$3.84M	Hold	119,178	–	–	0.07%	212
2022 Q4	$3.62M	Hold	119,178	–	–	0.07%	215
2022 Q3	$3.07M	Hold	119,178	–	–	0.06%	221
2022 Q2	$3.44M	Hold	119,178	–	–	0.07%	217
2022 Q1	$3.99M	Hold	119,178	–	–	0.07%	212
2021 Q4	$3.91M	Hold	119,178	–	–	0.06%	220
2021 Q3	$3.9M	Buy	+119,178	New	+$3.94M	0.07%	217

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

Whittier Trust's DFIV Position: Q2 2026 in Review

Whittier Trust held its Dimensional International Value ETF (DFIV) position steady in Q2 2026 at 119,178 shares worth $6.61M. The position accounts for 0.06% of the portfolio, ranked #186.

Whittier Trust first reported a position in DFIV in Q3 2021 and has held it in 20 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Whittier Trust held 119,178 shares of Dimensional International Value ETF worth $6.61M as of Q2 2026.
Whittier Trust left its Dimensional International Value ETF share count unchanged in Q2 2026.
Dimensional International Value ETF made up 0.06% of Whittier Trust's portfolio in Q2 2026, its #186 holding.
Whittier Trust first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 20 quarters since.
894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.