Balboa Wealth Partners’s Dimensional International Value ETF DFIV Stock Holding History

Balboa Wealth Partners’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 Q1	–	Sell	-4,992	Closed	-$249K	–	463
2025 Q4	$249K	Sell	4,992 -345	-6%	-$16.4K	0.04%	333
2025 Q3	$246K	Buy	5,337 +6	+0.1%	+$268	0.04%	313
2025 Q2	$228K	Buy	5,331 +23	+0.4%	+$937	0.05%	301
2025 Q1	$209K	Buy	+5,308	New	+$203K	0.05%	259
2024 Q4	–	Sell	-5,290	Closed	-$201K	–	354
2024 Q3	$201K	Buy	+5,290	New	+$196K	0.05%	267

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Balboa Wealth Partners's DFIV Position: Q1 2026 in Review

Balboa Wealth Partners sold out of Dimensional International Value ETF (DFIV) in Q1 2026, closing a stake of 4,992 shares — an estimated $249K sold.

Balboa Wealth Partners first reported a position in DFIV in Q3 2024 and held it in 5 quarters. The position peaked at $249K in Q4 2025. 854 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

Balboa Wealth Partners reported no remaining Dimensional International Value ETF position as of Q1 2026 after selling out during the quarter.
Balboa Wealth Partners sold 4,992 Dimensional International Value ETF shares in Q1 2026, an estimated $249K.
Balboa Wealth Partners first reported a position in Dimensional International Value ETF in Q3 2024 and held it in 5 quarters.
Balboa Wealth Partners's Dimensional International Value ETF position peaked at $249K in Q4 2025.
854 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.