CWMK
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Caliber Wealth Management (Kansas)’s Dimensional International Value ETF DFIV Stock Holding History

Caliber Wealth Management (Kansas)’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 		$10.3M Sell
190,541
-3,387
-2% -$186K 0.99% 18
2026
Q1 		$10.2M Sell
193,928
-2,938
-1% -$156K 1.12% 18
2025
Q4 		$9.82M Sell
196,866
-2,564
-1% -$122K 1.06% 19
2025
Q3 		$9.2M Sell
199,430
-3,999
-2% -$179K 1.03% 22
2025
Q2 		$8.71M Buy
+203,429
New +$8.29M 0.94% 24

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
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
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s DFIV Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its Dimensional International Value ETF (DFIV) stake by 1.7% in Q2 2026, selling an estimated $186K and leaving 190,541 shares worth $10.3M. The position accounts for 0.99% of the portfolio, ranked #18.

Caliber Wealth Management (Kansas) first reported a position in DFIV in Q2 2025 and has held it in 5 quarters since. 404 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 190,541 shares of Dimensional International Value ETF worth $10.3M as of Q2 2026.
  • Caliber Wealth Management (Kansas) sold 3,387 Dimensional International Value ETF shares in Q2 2026, an estimated $186K.
  • Dimensional International Value ETF made up 0.99% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #18 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Dimensional International Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 404 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.