Fiduciary Financial Group
DFIV icon

Fiduciary Financial Group’s Dimensional International Value ETF DFIV Stock Holding History

Fiduciary Financial Group’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 		$43.7M Buy
782,473
+100,685
+15% +$5.75M 5.1% 4
2026
Q2 		$36.8M Buy
681,788
+74,518
+12% +$4.1M 4.17% 5
2026
Q1 		$32.1M Buy
607,270
+23,353
+4% +$1.24M 4.25% 4
2025
Q4 		$29.1M Buy
583,917
+39,611
+7% +$1.88M 4.12% 5
2025
Q3 		$25.1M Buy
544,306
+31,330
+6% +$1.4M 3.97% 5
2025
Q2 		$22M Buy
512,976
+39,298
+8% +$1.6M 3.98% 6
2025
Q1 		$17.2M Buy
473,678
+28,613
+6% +$1.09M 3.75% 6
2024
Q4 		$15.7M Sell
445,065
-117
-0% -$4.29K 3.42% 7
2024
Q3 		$16.7M Buy
445,182
+41,255
+10% +$1.53M 3.84% 6
2024
Q2 		$15.1M Buy
+403,927
New +$14.9M 3.64% 6

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
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
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 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

Fiduciary Financial Group's DFIV Position: Q3 2026 in Review

Fiduciary Financial Group increased its Dimensional International Value ETF (DFIV) stake by 15% in Q3 2026, buying an estimated $5.75M and bringing the position to 782,473 shares worth $43.7M. The position accounts for 5.1% of the portfolio, ranked #4.

Fiduciary Financial Group first reported a position in DFIV in Q2 2024 and has held it in 10 quarters since. 399 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • Fiduciary Financial Group held 782,473 shares of Dimensional International Value ETF worth $43.7M as of Q3 2026.
  • Fiduciary Financial Group bought 100,685 Dimensional International Value ETF shares in Q3 2026, an estimated $5.75M.
  • Dimensional International Value ETF made up 5.1% of Fiduciary Financial Group's portfolio in Q3 2026, its #4 holding.
  • Fiduciary Financial Group first reported a position in Dimensional International Value ETF in Q2 2024 and has held it in 10 quarters since.
  • 399 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Fiduciary Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.