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WorthPointe’s Dimensional International Value ETF DFIV Stock Holding History

WorthPointe’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
Q1 		– Sell
-6,433
Closed -$321K – 121
2025
Q4 		$321K Buy
+6,433
New +$306K 0.08% 102

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WorthPointe's DFIV Position: Q1 2026 in Review

WorthPointe sold out of Dimensional International Value ETF (DFIV) in Q1 2026, closing a stake of 6,433 shares — an estimated $321K sold.

WorthPointe first reported a position in DFIV in Q4 2025 and held it in 1 quarter. The position peaked at $321K in Q4 2025. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • WorthPointe reported no remaining Dimensional International Value ETF position as of Q1 2026 after selling out during the quarter.
  • WorthPointe sold 6,433 Dimensional International Value ETF shares in Q1 2026, an estimated $321K.
  • WorthPointe first reported a position in Dimensional International Value ETF in Q4 2025 and held it in 1 quarter.
  • WorthPointe's Dimensional International Value ETF position peaked at $321K in Q4 2025.
  • 849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on WorthPointe's 13F filing for Q1 2026, filed 12 May 2026.