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Bedel Financial Consulting’s Dimensional International Value ETF DFIV Stock Holding History

Bedel Financial Consulting’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 		$4.7M Sell
87,003
-415
-0.5% -$22.8K 0.44% 34
2026
Q1 		$4.61M Buy
87,418
+2
+0% +$106 0.52% 29
2025
Q4 		$4.36M Buy
87,416
+998
+1% +$47.4K 0.47% 30
2025
Q3 		$3.99M Buy
86,418
+977
+1% +$43.7K 0.51% 30
2025
Q2 		$3.66M Buy
85,441
+86
+0.1% +$3.5K 0.5% 27
2025
Q1 		$3.47M Buy
85,355
+2,125
+3% +$81.1K 0.5% 24
2024
Q4 		$3.12M Buy
83,230
+3,288
+4% +$121K 0.43% 32
2024
Q3 		$3.04M Buy
79,942
+11
+0% +$407 0.43% 26
2024
Q2 		$2.87M Sell
79,931
-223
-0.3% -$8.21K 0.42% 27
2024
Q1 		$2.95M Sell
80,154
-846
-1% -$29.3K 0.46% 25
2023
Q4 		$2.78M Buy
81,000
+3,147
+4% +$103K 0.51% 23
2023
Q3 		$2.54M Buy
77,853
+5,449
+8% +$182K 0.51% 24
2023
Q2 		$2.38M Sell
72,404
-142,134
-66% -$4.67M 0.5% 25
2023
Q1 		$6.91M Buy
214,538
+30,360
+16% +$980K 1.68% 11
2022
Q4 		$5.6M Buy
184,178
+15,687
+9% +$455K 1.39% 13
2022
Q3 		$4.83M Buy
168,491
+38,765
+30% +$1.11M 1.28% 12
2022
Q2 		$3.75M Buy
+129,726
New +$4.14M 1.1% 11
2022
Q1 		– Sell
-32,450
Closed -$1.06M – 984
2021
Q4 		$1.06M Buy
32,450
+10,160
+46% +$337K 0.33% 47
2021
Q3 		$730K Buy
+22,290
New +$736K 0.25% 57

Other funds holding DFIV

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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 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
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
TH
Team Hewins Redwood City, California $366M AUM 29.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Bedel Financial Consulting's DFIV Position: Q2 2026 in Review

Bedel Financial Consulting reduced its Dimensional International Value ETF (DFIV) stake by 0.47% in Q2 2026, selling an estimated $22.8K and leaving 87,003 shares worth $4.7M. The position accounts for 0.44% of the portfolio, ranked #34.

Bedel Financial Consulting first reported a position in DFIV in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.91M in Q1 2023. 468 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Bedel Financial Consulting held 87,003 shares of Dimensional International Value ETF worth $4.7M as of Q2 2026.
  • Bedel Financial Consulting sold 415 Dimensional International Value ETF shares in Q2 2026, an estimated $22.8K.
  • Dimensional International Value ETF made up 0.44% of Bedel Financial Consulting's portfolio in Q2 2026, its #34 holding.
  • Bedel Financial Consulting first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 19 quarters since.
  • Bedel Financial Consulting's Dimensional International Value ETF position peaked at $6.91M in Q1 2023.
  • 468 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.