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Foundation Wealth Management (Pennsylvania)’s Dimensional International Value ETF DFIV Stock Holding History

Foundation Wealth Management (Pennsylvania)’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 		$1.28M Hold
23,632
– – 0.39% 39
2026
Q1 		$1.25M Sell
23,632
-4,226
-15% -$224K 0.44% 38
2025
Q4 		$1.39M Sell
27,858
-391
-1% -$18.6K 0.5% 38
2025
Q3 		$1.3M Buy
28,249
+5
+0% +$224 0.5% 39
2025
Q2 		$1.21M Buy
28,244
+1,375
+5% +$56K 0.52% 39
2025
Q1 		$1.06M Sell
26,869
-240
-0.9% -$9.16K 0.5% 41
2024
Q4 		$962K Buy
+27,109
New +$994K 0.47% 42

Other funds holding DFIV

Envestnet Asset Management
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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
FG
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
AC
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
TH
Team Hewins Redwood City, California $366M AUM 29.87% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s DFIV Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) held its Dimensional International Value ETF (DFIV) position steady in Q2 2026 at 23,632 shares worth $1.28M. The position accounts for 0.39% of the portfolio, ranked #39.

Foundation Wealth Management (Pennsylvania) first reported a position in DFIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.39M in Q4 2025. 512 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 23,632 shares of Dimensional International Value ETF worth $1.28M as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) left its Dimensional International Value ETF share count unchanged in Q2 2026.
  • Dimensional International Value ETF made up 0.39% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #39 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Foundation Wealth Management (Pennsylvania)'s Dimensional International Value ETF position peaked at $1.39M in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.