Family Wealth Partners’s Dimensional International Value ETF DFIV Stock Holding History

Family Wealth Partners’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 Q2	$1.03M	Sell	19,012 -39	-0.2%	-$2.14K	0.32%	42
2026 Q1	$1.01M	Hold	19,051	–	–	0.34%	40
2025 Q4	$951K	Buy	19,051 +23	+0.1%	+$1.09K	0.34%	40
2025 Q3	$878K	Buy	19,028 +1,111	+6%	+$49.7K	0.33%	38
2025 Q2	$767K	Buy	+17,917	New	+$730K	0.31%	37

Other funds holding DFIV

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Team Hewins Redwood City, California $366M AUM 29.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Family Wealth Partners's DFIV Position: Q2 2026 in Review

Family Wealth Partners reduced its Dimensional International Value ETF (DFIV) stake by 0.2% in Q2 2026, selling an estimated $2.14K and leaving 19,012 shares worth $1.03M. The position accounts for 0.32% of the portfolio, ranked #42.

Family Wealth Partners first reported a position in DFIV in Q2 2025 and has held it in 5 quarters since. 470 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Family Wealth Partners held 19,012 shares of Dimensional International Value ETF worth $1.03M as of Q2 2026.
Family Wealth Partners sold 39 Dimensional International Value ETF shares in Q2 2026, an estimated $2.14K.
Dimensional International Value ETF made up 0.32% of Family Wealth Partners's portfolio in Q2 2026, its #42 holding.
Family Wealth Partners first reported a position in Dimensional International Value ETF in Q2 2025 and has held it in 5 quarters since.
470 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.