Family CFO
DFIV icon

Family CFO’s Dimensional International Value ETF DFIV Stock Holding History

Family CFO’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 		$3.61M Buy
64,655
+115
+0.2% +$6.57K 1.4% 16
2026
Q2 		$3.49M Sell
64,540
-69
-0.1% -$3.79K 1.34% 15
2026
Q1 		$3.41M Buy
64,609
+347
+0.5% +$18.4K 1.53% 14
2025
Q4 		$3.21M Buy
64,262
+94
+0.1% +$4.47K 1.43% 14
2025
Q3 		$2.96M Buy
64,168
+1,318
+2% +$59K 1.36% 15
2025
Q2 		$2.69M Buy
62,850
+990
+2% +$40.3K 1.35% 15
2025
Q1 		$2.43M Buy
61,860
+136
+0.2% +$5.19K 1.34% 15
2024
Q4 		$2.19M Buy
61,724
+7,603
+14% +$279K 1.21% 15
2024
Q3 		$2.06M Sell
54,121
-5
-0% -$185 1.16% 14
2024
Q2 		$1.95M Buy
54,126
+1,941
+4% +$71.5K 1.2% 15
2024
Q1 		$1.92M Buy
52,185
+6,025
+13% +$209K 1.19% 15
2023
Q4 		$1.59M Sell
46,160
-28
-0.1% -$914 1.02% 18
2023
Q3 		$1.51M Buy
46,188
+4,332
+10% +$144K 1.08% 17
2023
Q2 		$1.37M Buy
41,856
+677
+2% +$22.2K 0.97% 18
2023
Q1 		$1.33M Buy
+41,179
New +$1.33M 1.01% 16

Other funds holding DFIV

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 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
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Family CFO's DFIV Position: Q3 2026 in Review

Family CFO increased its Dimensional International Value ETF (DFIV) stake by 0.18% in Q3 2026, buying an estimated $6.57K and bringing the position to 64,655 shares worth $3.61M. The position accounts for 1.4% of the portfolio, ranked #16.

Family CFO first reported a position in DFIV in Q1 2023 and has held it in 15 quarters since. 516 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • Family CFO held 64,655 shares of Dimensional International Value ETF worth $3.61M as of Q3 2026.
  • Family CFO bought 115 Dimensional International Value ETF shares in Q3 2026, an estimated $6.57K.
  • Dimensional International Value ETF made up 1.4% of Family CFO's portfolio in Q3 2026, its #16 holding.
  • Family CFO first reported a position in Dimensional International Value ETF in Q1 2023 and has held it in 15 quarters since.
  • 516 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Family CFO's 13F filing for Q3 2026, filed 30 Oct 2026.