Eclectic Associates
DFIV icon

Eclectic Associates’s Dimensional International Value ETF DFIV Stock Holding History

Eclectic Associates’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 		$47.6M Buy
852,853
+25,123
+3% +$1.43M 5.32% 5
2026
Q2 		$44.7M Buy
827,730
+36,410
+5% +$2M 5.09% 4
2026
Q1 		$41.8M Buy
791,320
+74,115
+10% +$3.93M 5.54% 4
2025
Q4 		$35.8M Buy
717,205
+109,634
+18% +$5.21M 5.58% 4
2025
Q3 		$28M Buy
607,571
+181,412
+43% +$8.12M 5.14% 5
2025
Q2 		$18.3M Buy
426,159
+231,795
+119% +$9.44M 3.97% 5
2025
Q1 		$7.65M Buy
194,364
+126,864
+188% +$4.84M 2.05% 11
2024
Q4 		$2.39M Buy
67,500
+39,934
+145% +$1.46M 0.71% 35
2024
Q3 		$1.05M Buy
27,566
+17,290
+168% +$640K 0.41% 40
2024
Q2 		$369K Buy
+10,276
New +$378K 0.16% 66

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
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Hudock Inc
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return

Eclectic Associates's DFIV Position: Q3 2026 in Review

Eclectic Associates increased its Dimensional International Value ETF (DFIV) stake by 3% in Q3 2026, buying an estimated $1.43M and bringing the position to 852,853 shares worth $47.6M. The position accounts for 5.32% of the portfolio, ranked #5.

Eclectic Associates first reported a position in DFIV in Q2 2024 and has held it in 10 quarters since. 192 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • Eclectic Associates held 852,853 shares of Dimensional International Value ETF worth $47.6M as of Q3 2026.
  • Eclectic Associates bought 25,123 Dimensional International Value ETF shares in Q3 2026, an estimated $1.43M.
  • Dimensional International Value ETF made up 5.32% of Eclectic Associates's portfolio in Q3 2026, its #5 holding.
  • Eclectic Associates first reported a position in Dimensional International Value ETF in Q2 2024 and has held it in 10 quarters since.
  • 192 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.