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

Financial Synergies 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 Q2	$3.29M	Buy	60,985 +412	+0.7%	+$22.6K	0.28%	35
2026 Q1	$3.2M	Sell	60,573 -3,771	-6%	-$200K	0.31%	33
2025 Q4	$3.21M	Buy	64,344 +3,202	+5%	+$152K	0.31%	31
2025 Q3	$2.82M	Buy	61,142 +234	+0.4%	+$10.5K	0.29%	32
2025 Q2	$2.61M	Buy	60,908 +203	+0.3%	+$8.27K	0.28%	33
2025 Q1	$2.39M	Buy	60,705 +594	+1%	+$22.7K	0.29%	32
2024 Q4	$2.13M	Buy	60,111 +1,792	+3%	+$65.7K	0.26%	33
2024 Q3	$2.22M	Sell	58,319 -1,249	-2%	-$46.2K	0.28%	31
2024 Q2	$2.14M	Buy	59,568 +1,089	+2%	+$40.1K	0.29%	30
2024 Q1	$2.15M	Buy	58,479 +8,255	+16%	+$286K	0.28%	32
2023 Q4	$1.53M	Sell	50,224 -3,922	-7%	-$128K	0.24%	34
2023 Q3	$1.77M	Buy	54,146 +2,214	+4%	+$73.8K	0.26%	31
2023 Q2	$1.71M	Sell	51,932 -273	-0.5%	-$8.97K	0.24%	33
2023 Q1	$1.68M	Buy	52,205 +1,981	+4%	+$63.9K	0.25%	34
2022 Q4	$1.53M	Buy	50,224 +14,390	+40%	+$418K	0.24%	34
2022 Q3	$923K	Buy	35,834 +355	+1%	+$10.1K	0.16%	41
2022 Q2	$1.02M	Buy	+35,479	New	+$1.13M	0.17%	38
2022 Q1	–	Sell	-30,155	Closed	-$990K	–	63
2021 Q4	$990K	Buy	30,155 +444	+1%	+$14.7K	0.14%	38
2021 Q3	$973K	Buy	+29,711	New	+$982K	0.13%	34

Other funds holding DFIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 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

Financial Synergies Wealth Advisors's DFIV Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its Dimensional International Value ETF (DFIV) stake by 0.68% in Q2 2026, buying an estimated $22.6K and bringing the position to 60,985 shares worth $3.29M. The position accounts for 0.28% of the portfolio, ranked #35.

Financial Synergies Wealth Advisors first reported a position in DFIV in Q3 2021 and has held it in 19 quarters since. 512 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Financial Synergies Wealth Advisors held 60,985 shares of Dimensional International Value ETF worth $3.29M as of Q2 2026.
Financial Synergies Wealth Advisors bought 412 Dimensional International Value ETF shares in Q2 2026, an estimated $22.6K.
Dimensional International Value ETF made up 0.28% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Financial Synergies Wealth Advisors first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 19 quarters since.
512 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.