Disciplined Equity Management
DFIV icon

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
Q3 		$23M Sell
410,896
-2,331
-0.6% -$133K 10.11% 5
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

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Disciplined Equity Management's DFIV Position: Q3 2026 in Review

Disciplined Equity Management reduced its Dimensional International Value ETF (DFIV) stake by 0.56% in Q3 2026, selling an estimated $133K and leaving 410,896 shares worth $23M. The position accounts for 10.11% of the portfolio, ranked #5.

Disciplined Equity Management first reported a position in DFIV in Q4 2021 and has held it in 20 quarters since. 409 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • Disciplined Equity Management held 410,896 shares of Dimensional International Value ETF worth $23M as of Q3 2026.
  • Disciplined Equity Management sold 2,331 Dimensional International Value ETF shares in Q3 2026, an estimated $133K.
  • Dimensional International Value ETF made up 10.11% of Disciplined Equity Management's portfolio in Q3 2026, its #5 holding.
  • Disciplined Equity Management first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 20 quarters since.
  • 409 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Disciplined Equity Management's 13F filing for Q3 2026, filed 14 Oct 2026.