DiNuzzo Private Wealth’s Dimensional International Value ETF DFIV Stock Holding History

DiNuzzo Private Wealth’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	$12.7M	Sell	234,686 -2,891	-1%	-$159K	1.25%	20
2026 Q1	$12.5M	Sell	237,577 -2,406	-1%	-$128K	1.35%	20
2025 Q4	$12M	Sell	239,983 -7,816	-3%	-$371K	1.3%	20
2025 Q3	$11.3M	Sell	247,799 -2,863	-1%	-$128K	1.28%	20
2025 Q2	$10.7M	Sell	250,662 -7,132	-3%	-$290K	1.27%	20
2025 Q1	$10.1M	Sell	257,794 -2,849	-1%	-$109K	1.28%	20
2024 Q4	$9.25M	Sell	260,643 -5,305	-2%	-$195K	1.17%	20
2024 Q3	$10.1M	Sell	265,948 -3,856	-1%	-$143K	1.25%	20
2024 Q2	$9.7M	Sell	269,804 -3,586	-1%	-$132K	1.31%	20
2024 Q1	$10M	Sell	273,390 -1,700	-0.6%	-$58.9K	1.36%	20
2023 Q4	$9.45M	Buy	+275,090	New	+$8.98M	1.34%	20

Other funds holding DFIV

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return