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

BFSG 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
Q2 		$1.11M Buy
20,580
+3,347
+19% +$184K 0.1% 168
2026
Q1 		$910K Buy
17,233
+5,474
+47% +$290K 0.09% 171
2025
Q4 		$587K Buy
11,759
+6,092
+107% +$290K 0.06% 185
2025
Q3 		$261K Buy
5,667
+2,602
+85% +$116K 0.03% 243
2025
Q2 		$131K Buy
3,065
+958
+45% +$39K 0.01% 299
2025
Q1 		$82.9K Buy
2,107
+1,257
+148% +$48K 0.01% 329
2024
Q4 		$30.2K Buy
850
+798
+1,535% +$29.3K ﹤0.01% 417
2024
Q3 		$1.98K Buy
+52
New +$1.92K ﹤0.01% 585

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
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
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
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BFSG LLC's DFIV Position: Q2 2026 in Review

BFSG LLC increased its Dimensional International Value ETF (DFIV) stake by 19% in Q2 2026, buying an estimated $184K and bringing the position to 20,580 shares worth $1.11M. The position accounts for 0.1% of the portfolio, ranked #168.

BFSG LLC first reported a position in DFIV in Q3 2024 and has held it in 8 quarters since. 206 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • BFSG LLC held 20,580 shares of Dimensional International Value ETF worth $1.11M as of Q2 2026.
  • BFSG LLC bought 3,347 Dimensional International Value ETF shares in Q2 2026, an estimated $184K.
  • Dimensional International Value ETF made up 0.1% of BFSG LLC's portfolio in Q2 2026, its #168 holding.
  • BFSG LLC first reported a position in Dimensional International Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 206 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.