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

Andrews Lucia 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	$11.2M	Sell	206,876 -3,871	-2%	-$213K	5.85%	5
2026 Q1	$11.1M	Buy	210,747 +1,546	+0.7%	+$81.9K	6.65%	5
2025 Q4	$10.4M	Sell	209,201 -3,289	-2%	-$156K	6.2%	5
2025 Q3	$9.8M	Sell	212,490 -948	-0.4%	-$42.4K	5.9%	5
2025 Q2	$9.14M	Buy	213,438 +262	+0.1%	+$10.7K	5.94%	5
2025 Q1	$7.56M	Buy	213,176 +4,432	+2%	+$169K	5.08%	5
2024 Q4	$7.95M	Sell	208,744 -177	-0.1%	-$6.49K	5.31%	5
2024 Q3	$7.51M	Buy	208,921 +5,149	+3%	+$190K	5.32%	5
2024 Q2	$7.49M	Hold	203,772	–	–	5.23%	5
2024 Q1	$7.49M	Buy	203,772 +1,055	+0.5%	+$36.6K	5.33%	5
2023 Q4	$6.97M	Buy	202,717 +7,086	+4%	+$231K	5.37%	5
2023 Q3	$6.38M	Sell	195,631 -869	-0.4%	-$29K	5.49%	5
2023 Q2	$6.46M	Buy	196,500 +2,479	+1%	+$81.4K	5.37%	5
2023 Q1	$6.25M	Sell	194,021 -6,200	-3%	-$200K	5.54%	5
2022 Q4	$6.09M	Sell	200,221 -3,264	-2%	-$94.7K	5.66%	5
2022 Q3	$5.24M	Sell	203,485 -13,211	-6%	-$378K	5.52%	5
2022 Q2	$7.25M	Sell	216,696 -5,722	-3%	-$182K	6.86%	4
2022 Q1	$7.3M	Hold	222,418	–	–	6.54%	4
2021 Q4	$7.3M	Buy	+222,418	New	+$7.38M	6.61%	4

Other funds holding DFIV

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

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

Team Hewins Redwood City, California $366M AUM 29.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Andrews Lucia Wealth Management's DFIV Position: Q2 2026 in Review

Andrews Lucia Wealth Management reduced its Dimensional International Value ETF (DFIV) stake by 1.8% in Q2 2026, selling an estimated $213K and leaving 206,876 shares worth $11.2M. The position accounts for 5.85% of the portfolio, ranked #5.

Andrews Lucia Wealth Management first reported a position in DFIV in Q4 2021 and has held it in 19 quarters since. 417 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Andrews Lucia Wealth Management held 206,876 shares of Dimensional International Value ETF worth $11.2M as of Q2 2026.
Andrews Lucia Wealth Management sold 3,871 Dimensional International Value ETF shares in Q2 2026, an estimated $213K.
Dimensional International Value ETF made up 5.85% of Andrews Lucia Wealth Management's portfolio in Q2 2026, its #5 holding.
Andrews Lucia Wealth Management first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 19 quarters since.
417 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.