Financial Symmetry’s Dimensional International Value ETF DFIV Stock Holding History

Financial Symmetry’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	$526K	Buy	9,752 +11	+0.1%	+$605	0.18%	38
2026 Q1	$537K	Buy	9,741 +404	+4%	+$21.4K	0.19%	36
2025 Q4	$466K	Buy	9,337 +3	+0%	+$143	0.19%	36
2025 Q3	$430K	Buy	9,334 +324	+4%	+$14.5K	0.19%	33
2025 Q2	$386K	Hold	9,010	–	–	0.2%	31
2025 Q1	$355K	Hold	9,010	–	–	0.22%	31
2024 Q4	$320K	Hold	9,010	–	–	0.22%	31
2024 Q3	$343K	Hold	9,010	–	–	0.24%	33
2024 Q2	$324K	Buy	9,010 +309	+4%	+$11.4K	0.25%	30
2024 Q1	$320K	Hold	8,701	–	–	0.28%	27
2023 Q4	$299K	Buy	+8,701	New	+$284K	0.29%	25

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

Financial Symmetry's DFIV Position: Q2 2026 in Review

Financial Symmetry increased its Dimensional International Value ETF (DFIV) stake by 0.11% in Q2 2026, buying an estimated $605 and bringing the position to 9,752 shares worth $526K. The position accounts for 0.18% of the portfolio, ranked #38.

Financial Symmetry first reported a position in DFIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $537K in Q1 2026. 440 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Financial Symmetry held 9,752 shares of Dimensional International Value ETF worth $526K as of Q2 2026.
Financial Symmetry bought 11 Dimensional International Value ETF shares in Q2 2026, an estimated $605.
Dimensional International Value ETF made up 0.18% of Financial Symmetry's portfolio in Q2 2026, its #38 holding.
Financial Symmetry first reported a position in Dimensional International Value ETF in Q4 2023 and has held it in 11 quarters since.
Financial Symmetry's Dimensional International Value ETF position peaked at $537K in Q1 2026.
440 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.