CogentBlue Wealth Advisors’s Dimensional International Value ETF DFIV Stock Holding History

CogentBlue Wealth Advisors’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	Sell	20,471 -129	-0.6%	-$7.09K	0.63%	27
2026 Q1	$1.09M	Sell	20,600 -99	-0.5%	-$5.25K	0.73%	25
2025 Q4	$1.03M	Sell	20,699 -1,102	-5%	-$52.4K	0.7%	26
2025 Q3	$1.01M	Sell	21,801 -28	-0.1%	-$1.25K	0.69%	27
2025 Q2	$935K	Sell	21,829 -676	-3%	-$27.5K	0.72%	27
2025 Q1	$886K	Sell	22,505 -1,923	-8%	-$73.4K	0.78%	26
2024 Q4	$867K	Buy	+24,428	New	+$896K	0.76%	27

Other funds holding DFIV

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

CogentBlue Wealth Advisors's DFIV Position: Q2 2026 in Review

CogentBlue Wealth Advisors reduced its Dimensional International Value ETF (DFIV) stake by 0.63% in Q2 2026, selling an estimated $7.09K and leaving 20,471 shares worth $1.11M. The position accounts for 0.63% of the portfolio, ranked #27.

CogentBlue Wealth Advisors first reported a position in DFIV in Q4 2024 and has held it in 7 quarters since. 221 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

CogentBlue Wealth Advisors held 20,471 shares of Dimensional International Value ETF worth $1.11M as of Q2 2026.
CogentBlue Wealth Advisors sold 129 Dimensional International Value ETF shares in Q2 2026, an estimated $7.09K.
Dimensional International Value ETF made up 0.63% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #27 holding.
CogentBlue Wealth Advisors first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 7 quarters since.
221 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.