Allen Wealth Management
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
Q3 		$19.6M Buy
350,007
+25,612
+8% +$1.46M 9.53% 3
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

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM

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

Allen Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 7.9% in Q3 2026, buying an estimated $1.46M and bringing the position to 350,007 shares worth $19.6M. The position accounts for 9.53% of the portfolio, ranked #3.

Allen Wealth Management first reported a position in DFIV in Q4 2025 and has held it in 4 quarters since. 416 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • Allen Wealth Management held 350,007 shares of Dimensional International Value ETF worth $19.6M as of Q3 2026.
  • Allen Wealth Management bought 25,612 Dimensional International Value ETF shares in Q3 2026, an estimated $1.46M.
  • Dimensional International Value ETF made up 9.53% of Allen Wealth Management's portfolio in Q3 2026, its #3 holding.
  • Allen Wealth Management first reported a position in Dimensional International Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 416 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Allen Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.