Forteris Wealth Management
DFIV icon

Forteris Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History

Forteris Wealth 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
Q3 		$3.94M Buy
70,509
+721
+1% +$41.2K 3.26% 9
2026
Q2 		$3.77M Buy
69,788
+315
+0.5% +$17.3K 3.08% 12
2026
Q1 		$3.67M Buy
69,473
+1,836
+3% +$97.3K 3.51% 8
2025
Q4 		$3.38M Buy
+67,637
New +$3.21M 3.32% 10

Other funds holding DFIV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Forteris Wealth Management's DFIV Position: Q3 2026 in Review

Forteris Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 1% in Q3 2026, buying an estimated $41.2K and bringing the position to 70,509 shares worth $3.94M. The position accounts for 3.26% of the portfolio, ranked #9.

Forteris Wealth Management first reported a position in DFIV in Q4 2025 and has held it in 4 quarters since. 589 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • Forteris Wealth Management held 70,509 shares of Dimensional International Value ETF worth $3.94M as of Q3 2026.
  • Forteris Wealth Management bought 721 Dimensional International Value ETF shares in Q3 2026, an estimated $41.2K.
  • Dimensional International Value ETF made up 3.26% of Forteris Wealth Management's portfolio in Q3 2026, its #9 holding.
  • Forteris Wealth Management first reported a position in Dimensional International Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 589 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Forteris Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.