AC
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
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 		$2.67M Buy
+81,377
New +$2.69M 0.38% 54

Other funds holding DFIV

FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return