Avidian Wealth Enterprises’s Dimensional International Value ETF DFIV Stock Holding History

Avidian Wealth Enterprises’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	$8.1M	Buy	145,088 +38,082	+36%	+$2.17M	0.23%	69
2026 Q2	$5.78M	Buy	107,006 +8,660	+9%	+$476K	0.16%	97
2026 Q1	$5.19M	Buy	98,346 +12,602	+15%	+$668K	0.16%	90
2025 Q4	$4.28M	Buy	85,744 +7,410	+9%	+$352K	0.16%	87
2025 Q3	$3.61M	Buy	78,334 +8,255	+12%	+$369K	0.14%	95
2025 Q2	$3M	Sell	70,079 -3,274	-4%	-$133K	0.12%	94
2025 Q1	$2.89M	Buy	73,353 +54,522	+290%	+$2.08M	0.13%	97
2024 Q4	$668K	Buy	+18,831	New	+$691K	0.03%	245

Other funds holding DFIV

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

Avidian Wealth Enterprises's DFIV Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Dimensional International Value ETF (DFIV) stake by 36% in Q3 2026, buying an estimated $2.17M and bringing the position to 145,088 shares worth $8.1M. The position accounts for 0.23% of the portfolio, ranked #69.

Avidian Wealth Enterprises first reported a position in DFIV in Q4 2024 and has held it in 8 quarters since. 225 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

Avidian Wealth Enterprises held 145,088 shares of Dimensional International Value ETF worth $8.1M as of Q3 2026.
Avidian Wealth Enterprises bought 38,082 Dimensional International Value ETF shares in Q3 2026, an estimated $2.17M.
Dimensional International Value ETF made up 0.23% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #69 holding.
Avidian Wealth Enterprises first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 8 quarters since.
225 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.