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Winter & Associates’s Dimensional International Value ETF DFIV Stock Holding History

Winter & Associates’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 		$7.74M Buy
143,360
+56,261
+65% +$3.09M 5.82% 3
2026
Q1 		$4.66M Buy
87,099
+22,047
+34% +$1.17M 4.08% 7
2025
Q4 		$3.25M Buy
+65,052
New +$3.09M 3% 11

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

Winter & Associates's DFIV Position: Q2 2026 in Review

Winter & Associates increased its Dimensional International Value ETF (DFIV) stake by 65% in Q2 2026, buying an estimated $3.09M and bringing the position to 143,360 shares worth $7.74M. The position accounts for 5.82% of the portfolio, ranked #3.

Winter & Associates first reported a position in DFIV in Q4 2025 and has held it in 3 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Winter & Associates held 143,360 shares of Dimensional International Value ETF worth $7.74M as of Q2 2026.
  • Winter & Associates bought 56,261 Dimensional International Value ETF shares in Q2 2026, an estimated $3.09M.
  • Dimensional International Value ETF made up 5.82% of Winter & Associates's portfolio in Q2 2026, its #3 holding.
  • Winter & Associates first reported a position in Dimensional International Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.