CFO
DFIV icon

Collective Family Office’s Dimensional International Value ETF DFIV Stock Holding History

Collective Family Office’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 		$2.74M Sell
50,807
-930
-2% -$51.1K 0.56% 42
2026
Q1 		$2.73M Sell
51,737
-2,465
-5% -$131K 0.61% 38
2025
Q4 		$2.7M Buy
54,202
+3,263
+6% +$155K 0.62% 41
2025
Q3 		$2.35M Buy
50,939
+374
+0.7% +$16.7K 0.56% 47
2025
Q2 		$2.17M Buy
50,565
+21,215
+72% +$864K 0.56% 50
2025
Q1 		$1.16M Sell
29,350
-1,214
-4% -$46.3K 0.31% 65
2024
Q4 		$1.08M Buy
30,564
+2,987
+11% +$110K 0.3% 69
2024
Q3 		$1.05M Sell
27,577
-521
-2% -$19.3K 0.29% 71
2024
Q2 		$1.01M Buy
28,098
+1
+0% +$37 0.3% 76
2024
Q1 		$1.03M Buy
28,097
+15
+0.1% +$520 0.34% 71
2023
Q4 		$965K Buy
28,082
+7,283
+35% +$238K 0.34% 62
2023
Q3 		$678K Hold
20,799
– – 0.26% 81
2023
Q2 		$683K Sell
20,799
-7,906
-28% -$260K 0.27% 80
2023
Q1 		$925K Buy
28,705
+18,905
+193% +$610K 0.38% 59
2022
Q4 		$298K Sell
9,800
-67,201
-87% -$1.95M 0.13% 132
2022
Q3 		$1.98M Buy
77,001
+54,687
+245% +$1.56M 0.99% 32
2022
Q2 		$645K Sell
22,314
-622
-3% -$19.8K 0.28% 93
2022
Q1 		$768K Buy
22,936
+16,142
+238% +$545K 0.29% 91
2021
Q4 		$223K Buy
+6,794
New +$226K 0.09% 174

Other funds holding DFIV

FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return