ARA
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Approach Retirement Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Approach Retirement Advisors’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 		$1.17M Sell
21,625
-298
-1% -$16.4K 0.85% 28
2026
Q1 		$1.16M Hold
21,923
– – 0.96% 27
2025
Q4 		$1.09M Buy
+21,923
New +$1.04M 0.94% 24

Other funds holding DFIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AC
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

Approach Retirement Advisors's DFIV Position: Q2 2026 in Review

Approach Retirement Advisors reduced its Dimensional International Value ETF (DFIV) stake by 1.4% in Q2 2026, selling an estimated $16.4K and leaving 21,625 shares worth $1.17M. The position accounts for 0.85% of the portfolio, ranked #28.

Approach Retirement Advisors first reported a position in DFIV in Q4 2025 and has held it in 3 quarters since. 546 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Approach Retirement Advisors held 21,625 shares of Dimensional International Value ETF worth $1.17M as of Q2 2026.
  • Approach Retirement Advisors sold 298 Dimensional International Value ETF shares in Q2 2026, an estimated $16.4K.
  • Dimensional International Value ETF made up 0.85% of Approach Retirement Advisors's portfolio in Q2 2026, its #28 holding.
  • Approach Retirement Advisors first reported a position in Dimensional International Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 546 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.