Blue Trust Inc
DFIV icon

Blue Trust Inc’s Dimensional International Value ETF DFIV Stock Holding History

Blue Trust Inc’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 		$4.69K Buy
+84
New +$4.8K ﹤0.01% 1873
2026
Q2 		– Sell
-8,529
Closed -$450K – 2501
2026
Q1 		$450K Buy
8,529
+4,185
+96% +$222K 0.01% 513
2025
Q4 		$217K Buy
4,344
+576
+15% +$27.4K ﹤0.01% 750
2025
Q3 		$174K Buy
3,768
+27
+0.7% +$1.21K ﹤0.01% 857
2025
Q2 		$160K Buy
3,741
+1,969
+111% +$80.2K ﹤0.01% 848
2025
Q1 		$69.7K Hold
1,772
– – ﹤0.01% 1166
2024
Q4 		$62.9K Hold
1,772
– – ﹤0.01% 1147
2024
Q3 		$63.7K Hold
1,772
– – ﹤0.01% 1457
2024
Q2 		$65.1K Hold
1,772
– – ﹤0.01% 1147
2024
Q1 		$65.1K Sell
1,772
-1,204
-40% -$41.7K ﹤0.01% 835
2023
Q4 		$97K Buy
2,976
+1,204
+68% +$39.3K ﹤0.01% 686
2023
Q3 		$58K Hold
1,772
– – ﹤0.01% 801
2023
Q2 		$57K Buy
+1,772
New +$58.2K ﹤0.01% 657

Other funds holding DFIV

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Blue Trust Inc's DFIV Position: Q3 2026 in Review

Blue Trust Inc opened a new position in Dimensional International Value ETF (DFIV) in Q3 2026: 84 shares worth $4.69K. The stake represents ﹤0.01% of the portfolio and ranks #1873 among its holdings. This is a return to the name: Blue Trust Inc previously reported a position in DFIV as recently as Q1 2026.

Blue Trust Inc first reported a position in DFIV in Q2 2023 and has held it in 13 quarters since. The position peaked at $450K in Q1 2026. 482 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • Blue Trust Inc held 84 shares of Dimensional International Value ETF worth $4.69K as of Q3 2026.
  • Dimensional International Value ETF was a new Blue Trust Inc position in Q3 2026.
  • Dimensional International Value ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1873 holding.
  • Blue Trust Inc first reported a position in Dimensional International Value ETF in Q2 2023 and has held it in 13 quarters since.
  • Blue Trust Inc's Dimensional International Value ETF position peaked at $450K in Q1 2026.
  • 482 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.