Empirical Wealth Management
DFIV icon

Empirical Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History

Empirical Wealth 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 		$103M Buy
1,849,166
+13,289
+0.7% +$759K 1.4% 13
2026
Q2 		$99.2M Buy
1,835,877
+50,396
+3% +$2.77M 1.45% 12
2026
Q1 		$94.2M Sell
1,785,481
-22,311
-1% -$1.18M 1.63% 12
2025
Q4 		$90.2M Sell
1,807,792
-26,563
-1% -$1.26M 1.61% 13
2025
Q3 		$84.6M Buy
1,834,355
+9,911
+0.5% +$443K 1.69% 14
2025
Q2 		$78.1M Sell
1,824,444
-34,371
-2% -$1.4M 1.76% 14
2025
Q1 		$73.2M Buy
1,858,815
+19,548
+1% +$746K 1.88% 14
2024
Q4 		$65.3M Buy
1,839,267
+79,768
+5% +$2.93M 1.77% 14
2024
Q3 		$67M Sell
1,759,499
-16,037
-0.9% -$593K 1.88% 13
2024
Q2 		$63.8M Sell
1,775,536
-12,505
-0.7% -$460K 1.89% 14
2024
Q1 		$65.7M Buy
1,788,041
+50,987
+3% +$1.77M 1.98% 14
2023
Q4 		$59.7M Buy
1,737,054
+16,755
+1% +$547K 1.98% 15
2023
Q3 		$56.1M Buy
1,720,299
+74,142
+5% +$2.47M 2.2% 12
2023
Q2 		$54.1M Buy
1,646,157
+38,720
+2% +$1.27M 2.18% 13
2023
Q1 		$51.8M Buy
1,607,437
+74,571
+5% +$2.41M 2.25% 12
2022
Q4 		$46.6M Buy
1,532,866
+97,657
+7% +$2.83M 2.19% 13
2022
Q3 		$37M Buy
1,435,209
+40,963
+3% +$1.17M 1.94% 14
2022
Q2 		$40.3M Buy
1,394,246
+97,633
+8% +$3.11M 2.11% 12
2022
Q1 		$43.4M Buy
1,296,613
+270,522
+26% +$9.13M 2.16% 12
2021
Q4 		$33.7M Buy
1,026,091
+66,166
+7% +$2.2M 1.68% 16
2021
Q3 		$31.4M Buy
+959,925
New +$31.7M 1.79% 16

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
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
DFS
Dixon Fnancial Services Lafayette, California $249M AUM 21.43% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Empirical Wealth Management's DFIV Position: Q3 2026 in Review

Empirical Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 0.72% in Q3 2026, buying an estimated $759K and bringing the position to 1,849,166 shares worth $103M. The position accounts for 1.4% of the portfolio, ranked #13.

Empirical Wealth Management first reported a position in DFIV in Q3 2021 and has held it in 21 quarters since. 359 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • Empirical Wealth Management held 1,849,166 shares of Dimensional International Value ETF worth $103M as of Q3 2026.
  • Empirical Wealth Management bought 13,289 Dimensional International Value ETF shares in Q3 2026, an estimated $759K.
  • Dimensional International Value ETF made up 1.4% of Empirical Wealth Management's portfolio in Q3 2026, its #13 holding.
  • Empirical Wealth Management first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 21 quarters since.
  • 359 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.