Disciplined Equity Management’s Dimensional International Value ETF DFIV Stock Holding History

Disciplined Equity Management’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	$22.3M	Buy	413,227 +13,410	+3%	+$737K	9.89%	5
2026 Q1	$21.1M	Sell	399,817 -16,193	-4%	-$858K	10.6%	5
2025 Q4	$20.8M	Buy	416,010 +8,766	+2%	+$417K	10.76%	5
2025 Q3	$18.8M	Buy	407,244 +3,424	+0.8%	+$153K	10.22%	5
2025 Q2	$17.3M	Buy	403,820 +39,886	+11%	+$1.62M	10.15%	5
2025 Q1	$14.3M	Buy	363,934 +3,460	+1%	+$132K	9.96%	5
2024 Q4	$12.8M	Sell	360,474 -3,652	-1%	-$134K	8.29%	5
2024 Q3	$13.9M	Sell	364,126 -9,257	-2%	-$342K	8.75%	5
2024 Q2	$13.4M	Buy	373,383 +2,967	+0.8%	+$109K	8.84%	5
2024 Q1	$13.6M	Buy	370,416 +3,372	+0.9%	+$117K	9.04%	5
2023 Q4	$12.6M	Buy	367,044 +19,040	+5%	+$621K	8.65%	5
2023 Q3	$11.4M	Sell	348,004 -3,684	-1%	-$123K	9.49%	5
2023 Q2	$11.6M	Sell	351,688 -895	-0.3%	-$29.4K	9.41%	5
2023 Q1	$11.4M	Sell	352,583 -6,587	-2%	-$213K	9.62%	5
2022 Q4	$10.9M	Sell	359,170 -3,394	-0.9%	-$98.5K	9.66%	5
2022 Q3	$9.34M	Buy	362,564 +14,670	+4%	+$419K	9.21%	5
2022 Q2	$10.1M	Buy	347,894 +9,130	+3%	+$291K	9.12%	5
2022 Q1	$11.3M	Sell	338,764 -2,652	-0.8%	-$89.5K	11.37%	4
2021 Q4	$11.2M	Buy	+341,416	New	+$11.3M	10.82%	4

Other funds holding DFIV

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Team Hewins Redwood City, California $366M AUM 29.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Disciplined Equity Management's DFIV Position: Q2 2026 in Review

Disciplined Equity Management increased its Dimensional International Value ETF (DFIV) stake by 3.4% in Q2 2026, buying an estimated $737K and bringing the position to 413,227 shares worth $22.3M. The position accounts for 9.89% of the portfolio, ranked #5.

Disciplined Equity Management first reported a position in DFIV in Q4 2021 and has held it in 19 quarters since. 442 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Disciplined Equity Management held 413,227 shares of Dimensional International Value ETF worth $22.3M as of Q2 2026.
Disciplined Equity Management bought 13,410 Dimensional International Value ETF shares in Q2 2026, an estimated $737K.
Dimensional International Value ETF made up 9.89% of Disciplined Equity Management's portfolio in Q2 2026, its #5 holding.
Disciplined Equity Management first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 19 quarters since.
442 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Disciplined Equity Management's 13F filing for Q2 2026, filed 29 Jul 2026.