Castleview Partners
DFIV icon

Castleview Partners’s Dimensional International Value ETF DFIV Stock Holding History

Castleview 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
Q3 		$287K Sell
5,134
-76
-1% -$4.34K 0.13% 168
2026
Q2 		$281K Buy
5,210
+182
+4% +$10K 0.12% 171
2026
Q1 		$265K Sell
5,028
-129
-3% -$6.84K 0.14% 162
2025
Q4 		$257K Buy
5,157
+22
+0.4% +$1.04K 0.13% 161
2025
Q3 		$237K Buy
+5,135
New +$230K 0.13% 153

Other funds holding DFIV

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Castleview Partners's DFIV Position: Q3 2026 in Review

Castleview Partners reduced its Dimensional International Value ETF (DFIV) stake by 1.5% in Q3 2026, selling an estimated $4.34K and leaving 5,134 shares worth $287K. The position accounts for 0.13% of the portfolio, ranked #168.

Castleview Partners first reported a position in DFIV in Q3 2025 and has held it in 5 quarters since. 265 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • Castleview Partners held 5,134 shares of Dimensional International Value ETF worth $287K as of Q3 2026.
  • Castleview Partners sold 76 Dimensional International Value ETF shares in Q3 2026, an estimated $4.34K.
  • Dimensional International Value ETF made up 0.13% of Castleview Partners's portfolio in Q3 2026, its #168 holding.
  • Castleview Partners first reported a position in Dimensional International Value ETF in Q3 2025 and has held it in 5 quarters since.
  • 265 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.