Delap Wealth Advisory’s Dimensional International Value ETF DFIV Stock Holding History

Delap Wealth Advisory’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	$3.57M	Sell	63,865 -445	-0.7%	-$25.4K	1.23%	22
2026 Q2	$3.47M	Sell	64,310 -2,575	-4%	-$142K	1.17%	20
2026 Q1	$3.53M	Hold	66,885	–	–	1.33%	19
2025 Q4	$3.34M	Hold	66,885	–	–	1.29%	20
2025 Q3	$3.1M	Sell	66,885 -3,604	-5%	-$161K	1.3%	20
2025 Q2	$3.02M	Sell	70,489 -756	-1%	-$30.8K	1.45%	18
2025 Q1	$2.8M	Sell	71,245 -149	-0.2%	-$5.69K	1.56%	16
2024 Q4	$2.53M	Hold	71,394	–	–	1.51%	20
2024 Q3	$2.72M	Sell	71,394 -75,968	-52%	-$2.81M	1.72%	18
2024 Q2	$5.3M	Buy	147,362 +71,325	+94%	+$2.63M	2.44%	11
2024 Q1	$2.79M	Sell	76,037 -9,400	-11%	-$326K	1.13%	19
2023 Q4	$2.94M	Sell	85,437 -107,010	-56%	-$3.49M	1.33%	18
2023 Q3	$6.28M	Sell	192,447 -1,996	-1%	-$66.5K	6.07%	5
2023 Q2	$6.39M	Buy	194,443 +81,075	+72%	+$2.66M	6.26%	4
2023 Q1	$3.65M	Buy	113,368 +8,055	+8%	+$260K	3.75%	8
2022 Q4	$3.2M	Buy	+105,313	New	+$3.06M	3.35%	8

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

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 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

Delap Wealth Advisory's DFIV Position: Q3 2026 in Review

Delap Wealth Advisory reduced its Dimensional International Value ETF (DFIV) stake by 0.69% in Q3 2026, selling an estimated $25.4K and leaving 63,865 shares worth $3.57M. The position accounts for 1.23% of the portfolio, ranked #22.

Delap Wealth Advisory first reported a position in DFIV in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.39M in Q2 2023. 416 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

Delap Wealth Advisory held 63,865 shares of Dimensional International Value ETF worth $3.57M as of Q3 2026.
Delap Wealth Advisory sold 445 Dimensional International Value ETF shares in Q3 2026, an estimated $25.4K.
Dimensional International Value ETF made up 1.23% of Delap Wealth Advisory's portfolio in Q3 2026, its #22 holding.
Delap Wealth Advisory first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 16 quarters since.
Delap Wealth Advisory's Dimensional International Value ETF position peaked at $6.39M in Q2 2023.
416 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.