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 Q3	$1.13M	Sell	20,221 -250	-1%	-$14.3K	1.05%	17
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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

CogentBlue Wealth Advisors's DFIV Position: Q3 2026 in Review

CogentBlue Wealth Advisors reduced its Dimensional International Value ETF (DFIV) stake by 1.2% in Q3 2026, selling an estimated $14.3K and leaving 20,221 shares worth $1.13M. The position accounts for 1.05% of the portfolio, ranked #17.

CogentBlue Wealth Advisors first reported a position in DFIV in Q4 2024 and has held it in 8 quarters since. 373 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

CogentBlue Wealth Advisors held 20,221 shares of Dimensional International Value ETF worth $1.13M as of Q3 2026.
CogentBlue Wealth Advisors sold 250 Dimensional International Value ETF shares in Q3 2026, an estimated $14.3K.
Dimensional International Value ETF made up 1.05% of CogentBlue Wealth Advisors's portfolio in Q3 2026, its #17 holding.
CogentBlue Wealth Advisors first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 8 quarters since.
373 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.