AWM
DFIV icon

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

Allen 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
Q2 		$17.5M Buy
324,395
+32,399
+11% +$1.78M 8.53% 4
2026
Q1 		$15.4M Buy
291,996
+32,274
+12% +$1.71M 7.71% 4
2025
Q4 		$13M Buy
+259,722
New +$12.3M 7.8% 3

Other funds holding DFIV

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
TH
Team Hewins Redwood City, California $366M AUM 29.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Allen Wealth Management's DFIV Position: Q2 2026 in Review

Allen Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 11% in Q2 2026, buying an estimated $1.78M and bringing the position to 324,395 shares worth $17.5M. The position accounts for 8.53% of the portfolio, ranked #4.

Allen Wealth Management first reported a position in DFIV in Q4 2025 and has held it in 3 quarters since. 443 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Allen Wealth Management held 324,395 shares of Dimensional International Value ETF worth $17.5M as of Q2 2026.
  • Allen Wealth Management bought 32,399 Dimensional International Value ETF shares in Q2 2026, an estimated $1.78M.
  • Dimensional International Value ETF made up 8.53% of Allen Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Allen Wealth Management first reported a position in Dimensional International Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 443 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.