Goldstein Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Goldstein 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 Q1	$376K	Hold	7,116	–	–	0.04%	126
2025 Q4	$355K	Hold	7,116	–	–	0.04%	129
2025 Q3	$328K	Hold	7,116	–	–	0.04%	131
2025 Q2	$305K	Hold	7,116	–	–	0.04%	128
2025 Q1	$280K	Hold	7,116	–	–	0.04%	142
2024 Q4	$252K	Hold	7,116	–	–	0.04%	153
2024 Q3	$271K	Hold	7,116	–	–	0.04%	140
2024 Q2	$256K	Hold	7,116	–	–	0.04%	135
2024 Q1	$262K	Hold	7,116	–	–	0.04%	130
2023 Q4	$245K	Hold	7,116	–	–	0.04%	156
2023 Q3	$232K	Hold	7,116	–	–	0.05%	119
2023 Q2	$234K	Hold	7,116	–	–	0.05%	130
2023 Q1	$229K	Hold	7,116	–	–	0.05%	123
2022 Q4	$216K	Buy	+7,116	New	+$207K	0.05%	127

Other funds holding DFIV

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return