Encompass Wealth Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Encompass Wealth Advisors’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	$1.88M	Buy	33,690 +15,010	+80%	+$857K	0.28%	45
2026 Q2	$1.01M	Sell	18,680 -2,111	-10%	-$116K	0.31%	45
2026 Q1	$1.1M	Sell	20,791 -2,300	-10%	-$122K	0.38%	41
2025 Q4	$1.15M	Hold	23,091	–	–	0.39%	40
2025 Q3	$1.06M	Sell	23,091 -40	-0.2%	-$1.79K	0.36%	42
2025 Q2	$991K	Sell	23,131 -420	-2%	-$17.1K	0.36%	42
2025 Q1	$927K	Sell	23,551 -431	-2%	-$16.4K	0.38%	41
2024 Q4	$851K	Buy	23,982 +759	+3%	+$27.8K	0.34%	44
2024 Q3	$884K	Sell	23,223 -105	-0.5%	-$3.88K	0.22%	93
2024 Q2	$838K	Buy	23,328 +439	+2%	+$16.2K	0.22%	90
2024 Q1	$841K	Buy	22,889 +360	+2%	+$12.5K	0.22%	92
2023 Q4	$774K	Buy	22,529 +1,144	+5%	+$37.3K	0.23%	85
2023 Q3	$698K	Buy	+21,385	New	+$713K	0.23%	83

Other funds holding DFIV

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

Encompass Wealth Advisors's DFIV Position: Q3 2026 in Review

Encompass Wealth Advisors increased its Dimensional International Value ETF (DFIV) stake by 80% in Q3 2026, buying an estimated $857K and bringing the position to 33,690 shares worth $1.88M. The position accounts for 0.28% of the portfolio, ranked #45.

Encompass Wealth Advisors first reported a position in DFIV in Q3 2023 and has held it in 13 quarters since. 225 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

Encompass Wealth Advisors held 33,690 shares of Dimensional International Value ETF worth $1.88M as of Q3 2026.
Encompass Wealth Advisors bought 15,010 Dimensional International Value ETF shares in Q3 2026, an estimated $857K.
Dimensional International Value ETF made up 0.28% of Encompass Wealth Advisors's portfolio in Q3 2026, its #45 holding.
Encompass Wealth Advisors first reported a position in Dimensional International Value ETF in Q3 2023 and has held it in 13 quarters since.
225 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.