Formidable Asset Management’s Dimensional International Value ETF DFIV Stock Holding History

Formidable Asset Management’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	–	Sell	-12,402	Closed	-$619K	–	399
2026 Q1	$619K	Sell	12,402 -781	-6%	-$41.4K	0.1%	193
2025 Q4	$608K	Sell	13,183 -3,292	-20%	-$156K	0.09%	212
2025 Q3	$706K	Buy	16,475 +1,723	+12%	+$77.1K	0.11%	183
2025 Q2	$581K	Hold	14,752	–	–	0.1%	208
2025 Q1	$581K	Buy	14,752 +1,088	+8%	+$41.5K	0.1%	205
2024 Q4	$485K	Buy	+13,664	New	+$501K	0.08%	230

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

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

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

Evanson Financial Mclean, Virginia $2.04B AUM

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

DFS

Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Formidable Asset Management's DFIV Position: Q2 2026 in Review

Formidable Asset Management sold out of Dimensional International Value ETF (DFIV) in Q2 2026, closing a stake of 12,402 shares — an estimated $619K sold.

Formidable Asset Management first reported a position in DFIV in Q4 2024 and held it in 6 quarters. The position peaked at $706K in Q3 2025. 207 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Formidable Asset Management reported no remaining Dimensional International Value ETF position as of Q2 2026 after selling out during the quarter.
Formidable Asset Management sold 12,402 Dimensional International Value ETF shares in Q2 2026, an estimated $619K.
Formidable Asset Management first reported a position in Dimensional International Value ETF in Q4 2024 and held it in 6 quarters.
Formidable Asset Management's Dimensional International Value ETF position peaked at $706K in Q3 2025.
207 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.