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 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Able Wealth Management's DFIV Position: Q1 2026 in Review

Able Wealth Management reduced its Dimensional International Value ETF (DFIV) stake by 9.3% in Q1 2026, selling an estimated $85.6K and leaving 15,739 shares worth $831K. The position accounts for 0.22% of the portfolio, ranked #66.

Able Wealth Management first reported a position in DFIV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.23M in Q4 2023. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

Able Wealth Management held 15,739 shares of Dimensional International Value ETF worth $831K as of Q1 2026.
Able Wealth Management sold 1,616 Dimensional International Value ETF shares in Q1 2026, an estimated $85.6K.
Dimensional International Value ETF made up 0.22% of Able Wealth Management's portfolio in Q1 2026, its #66 holding.
Able Wealth Management first reported a position in Dimensional International Value ETF in Q4 2023 and has held it in 10 quarters since.
Able Wealth Management's Dimensional International Value ETF position peaked at $1.23M in Q4 2023.
849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.