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

Angeles 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	$134K	Sell	2,404 -2,190	-48%	-$125K	0.01%	499
2026 Q2	$248K	Buy	4,594 +2,190	+91%	+$120K	0.01%	430
2026 Q1	$127K	Buy	2,404 +2,305	+2,328%	+$122K	0.01%	437
2025 Q4	$4.94K	Buy	+99	New	+$4.7K	﹤0.01%	461
2023 Q3	–	Hold	0	–	–	–	224
2023 Q2	–	Hold	0	–	–	–	217
2023 Q1	–	Hold	0	–	–	–	206

Other funds holding DFIV

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

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

Angeles Wealth Management reduced its Dimensional International Value ETF (DFIV) stake by 48% in Q3 2026, selling an estimated $125K and leaving 2,404 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #499.

Angeles Wealth Management first reported a position in DFIV in Q4 2025 and has held it in 4 quarters since. The position peaked at $248K in Q2 2026. 416 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

Angeles Wealth Management held 2,404 shares of Dimensional International Value ETF worth $134K as of Q3 2026.
Angeles Wealth Management sold 2,190 Dimensional International Value ETF shares in Q3 2026, an estimated $125K.
Dimensional International Value ETF made up 0.01% of Angeles Wealth Management's portfolio in Q3 2026, its #499 holding.
Angeles Wealth Management first reported a position in Dimensional International Value ETF in Q4 2025 and has held it in 4 quarters since.
Angeles Wealth Management's Dimensional International Value ETF position peaked at $248K in Q2 2026.
416 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Angeles Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.