Forvis Mazars Wealth Advisors
DFIV icon

Forvis Mazars Wealth Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Forvis Mazars 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
Q3 		$37.7M Sell
674,200
-623
-0.1% -$35.6K 0.62% 25
2026
Q2 		$36.5M Sell
674,823
-9,395
-1% -$516K 0.61% 24
2026
Q1 		$36.1M Sell
684,218
-4,809
-0.7% -$255K 0.69% 23
2025
Q4 		$34.4M Sell
689,027
-5,897
-0.8% -$280K 0.65% 25
2025
Q3 		$32M Sell
694,924
-7,119
-1% -$318K 0.64% 28
2025
Q2 		$30.1M Sell
702,043
-28,493
-4% -$1.16M 0.65% 28
2025
Q1 		$28.8M Sell
730,536
-87,768
-11% -$3.35M 0.69% 26
2024
Q4 		$29M Sell
818,304
-14,939
-2% -$548K 0.67% 27
2024
Q3 		$31.7M Sell
833,243
-20,658
-2% -$764K 0.73% 26
2024
Q2 		$30.7M Buy
853,901
+3,142
+0.4% +$116K 0.77% 26
2024
Q1 		$31.3M Buy
850,759
+3,511
+0.4% +$122K 0.79% 25
2023
Q4 		$29.1M Sell
847,248
-1,877
-0.2% -$61.2K 0.81% 23
2023
Q3 		$27.7M Sell
849,125
-11,205
-1% -$373K 0.84% 23
2023
Q2 		$28.3M Buy
860,330
+35,074
+4% +$1.15M 0.83% 23
2023
Q1 		$26.6M Buy
825,256
+16,352
+2% +$528K 0.87% 21
2022
Q4 		$24.6M Buy
808,904
+62,082
+8% +$1.8M 0.86% 22
2022
Q3 		$19.2M Buy
746,822
+54,953
+8% +$1.57M 0.78% 22
2022
Q2 		$20M Buy
+691,869
New +$22.1M 0.81% 21

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

Forvis Mazars Wealth Advisors's DFIV Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors reduced its Dimensional International Value ETF (DFIV) stake by 0.09% in Q3 2026, selling an estimated $35.6K and leaving 674,200 shares worth $37.7M. The position accounts for 0.62% of the portfolio, ranked #25.

Forvis Mazars Wealth Advisors first reported a position in DFIV in Q2 2022 and has held it in 18 quarters since. 416 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • Forvis Mazars Wealth Advisors held 674,200 shares of Dimensional International Value ETF worth $37.7M as of Q3 2026.
  • Forvis Mazars Wealth Advisors sold 623 Dimensional International Value ETF shares in Q3 2026, an estimated $35.6K.
  • Dimensional International Value ETF made up 0.62% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #25 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Dimensional International Value ETF in Q2 2022 and has held it in 18 quarters since.
  • 416 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.