Forum Financial Management
DFIV icon

Forum Financial Management’s Dimensional International Value ETF DFIV Stock Holding History

Forum Financial 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 		$20.6M Sell
369,340
-3,215
-0.9% -$184K 0.27% 23
2026
Q2 		$20.1M Sell
372,555
-4,177
-1% -$230K 0.26% 22
2026
Q1 		$19.9M Sell
376,732
-6,125
-2% -$325K 0.28% 22
2025
Q4 		$19.1M Sell
382,857
-5,139
-1% -$244K 0.25% 29
2025
Q3 		$17.9M Sell
387,996
-5,140
-1% -$230K 0.24% 29
2025
Q2 		$16.8M Sell
393,136
-9,264
-2% -$377K 0.26% 25
2025
Q1 		$15.8M Sell
402,400
-76,290
-16% -$2.91M 0.26% 26
2024
Q4 		$17M Buy
478,690
+41,418
+9% +$1.52M 0.28% 25
2024
Q3 		$16.7M Sell
437,272
-2,943
-0.7% -$109K 0.28% 26
2024
Q2 		$15.8M Sell
440,215
-10,977
-2% -$404K 0.29% 25
2024
Q1 		$16.6M Sell
451,192
-3,760
-0.8% -$130K 0.28% 25
2023
Q4 		$15.6M Sell
454,952
-13,848
-3% -$452K 0.29% 23
2023
Q3 		$15.3M Sell
468,800
-4,766
-1% -$159K 0.34% 19
2023
Q2 		$15.6M Sell
473,566
-41,945
-8% -$1.38M 0.35% 20
2023
Q1 		$16.6M Sell
515,511
-7,460
-1% -$241K 0.48% 20
2022
Q4 		$15.9M Buy
522,971
+79,061
+18% +$2.29M 0.52% 20
2022
Q3 		$11.4M Buy
443,910
+22,826
+5% +$652K 0.55% 16
2022
Q2 		$12.2M Sell
421,084
-10,858
-3% -$346K 0.61% 10
2022
Q1 		$14.5M Sell
431,942
-505
-0.1% -$17K 0.7% 9
2021
Q4 		$14.2M Buy
+432,447
New +$14.4M 0.73% 9

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
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 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

Forum Financial Management's DFIV Position: Q3 2026 in Review

Forum Financial Management reduced its Dimensional International Value ETF (DFIV) stake by 0.86% in Q3 2026, selling an estimated $184K and leaving 369,340 shares worth $20.6M. The position accounts for 0.27% of the portfolio, ranked #23.

Forum Financial Management first reported a position in DFIV in Q4 2021 and has held it in 20 quarters since. 416 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • Forum Financial Management held 369,340 shares of Dimensional International Value ETF worth $20.6M as of Q3 2026.
  • Forum Financial Management sold 3,215 Dimensional International Value ETF shares in Q3 2026, an estimated $184K.
  • Dimensional International Value ETF made up 0.27% of Forum Financial Management's portfolio in Q3 2026, its #23 holding.
  • Forum Financial Management first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 20 quarters since.
  • 416 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Forum Financial Management's 13F filing for Q3 2026, filed 16 Oct 2026.