AlphaCore Capital
DFIV icon

AlphaCore Capital’s Dimensional International Value ETF DFIV Stock Holding History

AlphaCore Capital’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 		$3.02M Sell
53,992
-297
-0.5% -$17K 0.05% 283
2026
Q2 		$2.93M Buy
54,289
+13,554
+33% +$745K 0.05% 255
2026
Q1 		$2.15M Sell
40,735
-139
-0.3% -$7.37K 0.05% 245
2025
Q4 		$2.04M Sell
40,874
-747
-2% -$35.5K 0.05% 267
2025
Q3 		$1.92M Buy
41,621
+32,626
+363% +$1.46M 0.06% 200
2025
Q2 		$385K Buy
8,995
+1,430
+19% +$58.2K 0.01% 424
2025
Q1 		$298K Buy
+7,565
New +$289K 0.03% 365
2024
Q1 		– Sell
-2,491
Closed -$85.6K – 192
2023
Q4 		$85.6K Sell
2,491
-8,976
-78% -$293K 0.01% 260
2023
Q3 		$374K Buy
11,467
+9,021
+369% +$301K 0.06% 167
2023
Q2 		$80.3K Buy
2,446
+44
+2% +$1.44K 0.01% 228
2023
Q1 		$77.4K Buy
2,402
+11
+0.5% +$355 0.02% 159
2022
Q4 		$72.7K Buy
2,391
+23
+1% +$668 0.03% 100
2022
Q3 		$61K Hold
2,368
– – 0.03% 86
2022
Q2 		$68K Buy
+2,368
New +$75.5K 0.03% 94

Other funds holding DFIV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

AlphaCore Capital's DFIV Position: Q3 2026 in Review

AlphaCore Capital reduced its Dimensional International Value ETF (DFIV) stake by 0.55% in Q3 2026, selling an estimated $17K and leaving 53,992 shares worth $3.02M. The position accounts for 0.05% of the portfolio, ranked #283.

AlphaCore Capital first reported a position in DFIV in Q2 2022 and has held it in 14 quarters since. 628 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • AlphaCore Capital held 53,992 shares of Dimensional International Value ETF worth $3.02M as of Q3 2026.
  • AlphaCore Capital sold 297 Dimensional International Value ETF shares in Q3 2026, an estimated $17K.
  • Dimensional International Value ETF made up 0.05% of AlphaCore Capital's portfolio in Q3 2026, its #283 holding.
  • AlphaCore Capital first reported a position in Dimensional International Value ETF in Q2 2022 and has held it in 14 quarters since.
  • 628 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.