CX Institutional’s Dimensional International Value ETF DFIV Stock Holding History

CX Institutional’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	$5K	Sell	94 -809	-90%	-$46.2K	﹤0.01%	1440
2026 Q2	$49K	Sell	903 -545	-38%	-$30K	﹤0.01%	986
2026 Q1	$76K	Buy	1,448 +3	+0.2%	+$159	﹤0.01%	898
2025 Q4	$72K	Buy	1,445 +11	+0.8%	+$523	﹤0.01%	906
2025 Q3	$66K	Buy	+1,434	New	+$64.2K	﹤0.01%	896

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

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

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

CX Institutional's DFIV Position: Q3 2026 in Review

CX Institutional reduced its Dimensional International Value ETF (DFIV) stake by 90% in Q3 2026, selling an estimated $46.2K and leaving 94 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

CX Institutional first reported a position in DFIV in Q3 2025 and has held it in 5 quarters since. The position peaked at $76K in Q1 2026. 296 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

CX Institutional held 94 shares of Dimensional International Value ETF worth $5K as of Q3 2026.
CX Institutional sold 809 Dimensional International Value ETF shares in Q3 2026, an estimated $46.2K.
Dimensional International Value ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1440 holding.
CX Institutional first reported a position in Dimensional International Value ETF in Q3 2025 and has held it in 5 quarters since.
CX Institutional's Dimensional International Value ETF position peaked at $76K in Q1 2026.
296 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.