Aspiriant LLC
DFIV icon

Aspiriant LLC’s Dimensional International Value ETF DFIV Stock Holding History

Aspiriant LLC’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 		$11M Sell
197,001
-597
-0.3% -$34.1K 0.27% 45
2026
Q2 		$10.7M Sell
197,598
-8,194
-4% -$450K 0.26% 46
2026
Q1 		$10.9M Buy
205,792
+578
+0.3% +$30.6K 0.31% 42
2025
Q4 		$10.2M Buy
205,214
+2,787
+1% +$132K 0.29% 44
2025
Q3 		$9.34M Sell
202,427
-1,925
-0.9% -$86.1K 0.29% 44
2025
Q2 		$8.75M Sell
204,352
-4,695
-2% -$191K 0.28% 43
2025
Q1 		$8.23M Sell
209,047
-3,459
-2% -$132K 0.29% 42
2024
Q4 		$7.54M Buy
212,506
+1,291
+0.6% +$47.3K 0.27% 43
2024
Q3 		$8.04M Sell
211,215
-5,179
-2% -$192K 0.31% 41
2024
Q2 		$7.78M Sell
216,394
-11,487
-5% -$423K 0.32% 43
2024
Q1 		$8.37M Sell
227,881
-11,415
-5% -$396K 0.35% 40
2023
Q4 		$8.22M Sell
239,296
-3,595
-1% -$117K 0.37% 40
2023
Q3 		$7.92M Sell
242,891
-3,418
-1% -$114K 0.41% 37
2023
Q2 		$8.09M Buy
246,309
+2,991
+1% +$98.2K 0.41% 37
2023
Q1 		$7.84M Buy
243,318
+995
+0.4% +$32.1K 0.41% 38
2022
Q4 		$7.37M Sell
242,323
-6,164
-2% -$179K 0.38% 36
2022
Q3 		$6.4M Sell
248,487
-3,232
-1% -$92.4K 0.31% 40
2022
Q2 		$7.27M Sell
251,719
-7,649
-3% -$244K 0.35% 38
2022
Q1 		$8.68M Buy
259,368
+21,488
+9% +$725K 0.48% 31
2021
Q4 		$7.81M Buy
237,880
+66,444
+39% +$2.21M 0.42% 33
2021
Q3 		$5.61M Buy
+171,436
New +$5.66M 0.33% 37

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
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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

Aspiriant LLC's DFIV Position: Q3 2026 in Review

Aspiriant LLC reduced its Dimensional International Value ETF (DFIV) stake by 0.3% in Q3 2026, selling an estimated $34.1K and leaving 197,001 shares worth $11M. The position accounts for 0.27% of the portfolio, ranked #45.

Aspiriant LLC first reported a position in DFIV in Q3 2021 and has held it in 21 quarters since. 192 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • Aspiriant LLC held 197,001 shares of Dimensional International Value ETF worth $11M as of Q3 2026.
  • Aspiriant LLC sold 597 Dimensional International Value ETF shares in Q3 2026, an estimated $34.1K.
  • Dimensional International Value ETF made up 0.27% of Aspiriant LLC's portfolio in Q3 2026, its #45 holding.
  • Aspiriant LLC first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 21 quarters since.
  • 192 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.