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

Able 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
2026 Q3	$451K	Buy	8,088 +537	+7%	+$30.7K	0.1%	89
2026 Q2	$408K	Sell	7,551 -8,188	-52%	-$450K	0.09%	90
2026 Q1	$831K	Sell	15,739 -1,616	-9%	-$85.6K	0.22%	66
2025 Q4	$866K	Sell	17,355 -815	-4%	-$38.7K	0.27%	54
2025 Q3	$838K	Sell	18,170 -87	-0.5%	-$3.89K	0.32%	53
2025 Q2	$782K	Buy	18,257 +757	+4%	+$30.8K	0.39%	50
2025 Q1	$689K	Buy	17,500 +635	+4%	+$24.2K	0.41%	53
2024 Q4	$598K	Sell	16,865 -110	-0.6%	-$4.03K	0.39%	55
2024 Q3	$646K	Buy	16,975 +109	+0.6%	+$4.03K	0.49%	47
2024 Q2	$606K	Sell	16,866 -9,590	-36%	-$353K	0.5%	42
2024 Q1	$972K	Sell	26,456 -9,414	-26%	-$326K	0.85%	26
2023 Q4	$1.23M	Buy	+35,870	New	+$1.17M	1.12%	18

Other funds holding DFIV

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

DFS

Dixon Fnancial Services Lafayette, California $249M AUM 21.43% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Able Wealth Management's DFIV Position: Q3 2026 in Review

Able Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 7.1% in Q3 2026, buying an estimated $30.7K and bringing the position to 8,088 shares worth $451K. The position accounts for 0.1% of the portfolio, ranked #89.

Able Wealth Management first reported a position in DFIV in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.23M in Q4 2023. 338 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

Able Wealth Management held 8,088 shares of Dimensional International Value ETF worth $451K as of Q3 2026.
Able Wealth Management bought 537 Dimensional International Value ETF shares in Q3 2026, an estimated $30.7K.
Dimensional International Value ETF made up 0.1% of Able Wealth Management's portfolio in Q3 2026, its #89 holding.
Able Wealth Management first reported a position in Dimensional International Value ETF in Q4 2023 and has held it in 12 quarters since.
Able Wealth Management's Dimensional International Value ETF position peaked at $1.23M in Q4 2023.
338 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.