CWS Financial Advisors’s Dimensional International Value ETF DFIV Stock Holding History

CWS Financial 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	$246K	Sell	4,399 -369	-8%	-$21.1K	0.05%	152
2026 Q2	$258K	Sell	4,768 -300	-6%	-$16.5K	0.06%	150
2026 Q1	$267K	Sell	5,068 -583	-10%	-$30.9K	0.07%	129
2025 Q4	$282K	Buy	+5,651	New	+$269K	0.08%	123

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

DFS

Dixon Fnancial Services Lafayette, California $249M AUM 21.43% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

CWS Financial Advisors's DFIV Position: Q3 2026 in Review

CWS Financial Advisors reduced its Dimensional International Value ETF (DFIV) stake by 7.7% in Q3 2026, selling an estimated $21.1K and leaving 4,399 shares worth $246K. The position accounts for 0.05% of the portfolio, ranked #152.

CWS Financial Advisors first reported a position in DFIV in Q4 2025 and has held it in 4 quarters since. The position peaked at $282K in Q4 2025. 334 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

CWS Financial Advisors held 4,399 shares of Dimensional International Value ETF worth $246K as of Q3 2026.
CWS Financial Advisors sold 369 Dimensional International Value ETF shares in Q3 2026, an estimated $21.1K.
Dimensional International Value ETF made up 0.05% of CWS Financial Advisors's portfolio in Q3 2026, its #152 holding.
CWS Financial Advisors first reported a position in Dimensional International Value ETF in Q4 2025 and has held it in 4 quarters since.
CWS Financial Advisors's Dimensional International Value ETF position peaked at $282K in Q4 2025.
334 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on CWS Financial Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.