Apella Capital
DFIV icon

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

Apella 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 		$115M Buy
2,083,562
+140,512
+7% +$8.02M 1.46% 16
2026
Q2 		$107M Buy
1,943,050
+47,883
+3% +$2.63M 1.52% 16
2026
Q1 		$105M Buy
1,895,167
+749,318
+65% +$39.7M 1.56% 16
2025
Q4 		$57.2M Sell
1,145,849
-21,343
-2% -$1.01M 1.13% 19
2025
Q3 		$53.6M Sell
1,167,192
-42,193
-3% -$1.89M 1.19% 18
2025
Q2 		$51.7M Sell
1,209,385
-20,734
-2% -$844K 1.4% 17
2025
Q1 		$45.7M Sell
1,230,119
-29,182
-2% -$1.11M 1.57% 14
2024
Q4 		$44.7M Sell
1,259,301
-8,277
-0.7% -$304K 1.71% 14
2024
Q3 		$48M Buy
1,267,578
+80,522
+7% +$2.98M 1.97% 14
2024
Q2 		$43.2M Buy
1,187,056
+75,750
+7% +$2.79M 1.93% 14
2024
Q1 		$41.4M Buy
1,111,306
+59,325
+6% +$2.06M 2.09% 11
2023
Q4 		$35.9M Buy
1,051,981
+275,051
+35% +$8.98M 2% 12
2023
Q3 		$25.3M Buy
776,930
+90,302
+13% +$3.01M 1.79% 15
2023
Q2 		$22.6M Buy
+686,628
New +$22.6M 1.61% 18
2022
Q4 		$13.9M Buy
457,402
+163,951
+56% +$4.76M 1.27% 23
2022
Q3 		$7.56M Buy
293,451
+94,278
+47% +$2.69M 0.88% 30
2022
Q2 		$5.75M Buy
+199,173
New +$6.35M 0.69% 34
2022
Q1 		– Sell
-81,311
Closed -$2.67M – 214
2021
Q4 		$2.67M Sell
81,311
-66
-0.1% -$2.19K 0.34% 50
2021
Q3 		$2.66M Buy
+81,377
New +$2.69M 0.38% 54

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Hudock Inc
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return

Apella Capital's DFIV Position: Q3 2026 in Review

Apella Capital increased its Dimensional International Value ETF (DFIV) stake by 7.2% in Q3 2026, buying an estimated $8.02M and bringing the position to 2,083,562 shares worth $115M. The position accounts for 1.46% of the portfolio, ranked #16.

Apella Capital first reported a position in DFIV in Q3 2021 and has held it in 19 quarters since. 187 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • Apella Capital held 2,083,562 shares of Dimensional International Value ETF worth $115M as of Q3 2026.
  • Apella Capital bought 140,512 Dimensional International Value ETF shares in Q3 2026, an estimated $8.02M.
  • Dimensional International Value ETF made up 1.46% of Apella Capital's portfolio in Q3 2026, its #16 holding.
  • Apella Capital first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 19 quarters since.
  • 187 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.