Aprio Wealth Management
DFIV icon

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

Aprio 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 		– Sell
-4,185
Closed -$226K – 650
2026
Q2 		$226K Sell
4,185
-4,371
-51% -$240K 0.01% 589
2026
Q1 		$452K Buy
+8,556
New +$453K 0.02% 387

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LPL Financial
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Kestra Investment Management
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Aprio Wealth Management's DFIV Position: Q3 2026 in Review

Aprio Wealth Management sold out of Dimensional International Value ETF (DFIV) in Q3 2026, closing a stake of 4,185 shares — an estimated $226K sold.

Aprio Wealth Management first reported a position in DFIV in Q1 2026 and held it in 2 quarters. The position peaked at $452K in Q1 2026. 628 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • Aprio Wealth Management reported no remaining Dimensional International Value ETF position as of Q3 2026 after selling out during the quarter.
  • Aprio Wealth Management sold 4,185 Dimensional International Value ETF shares in Q3 2026, an estimated $226K.
  • Aprio Wealth Management first reported a position in Dimensional International Value ETF in Q1 2026 and held it in 2 quarters.
  • Aprio Wealth Management's Dimensional International Value ETF position peaked at $452K in Q1 2026.
  • 628 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.