Heritage Wealth Management (Texas)
DFIV icon

Heritage Wealth Management (Texas)’s Dimensional International Value ETF DFIV Stock Holding History

Heritage Wealth Management (Texas)’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 		$1.52M Sell
27,174
-3,331
-11% -$190K 0.57% 14
2026
Q2 		$1.65M Sell
30,505
-238
-0.8% -$13.1K 0.63% 14
2026
Q1 		$1.62M Buy
30,743
+89
+0.3% +$4.72K 0.69% 14
2025
Q4 		$1.53M Sell
30,654
-212
-0.7% -$10.1K 0.66% 15
2025
Q3 		$1.42M Buy
30,866
+36
+0.1% +$1.61K 0.63% 15
2025
Q2 		$1.32M Sell
30,830
-5,553
-15% -$226K 0.66% 15
2025
Q1 		$1.43M Sell
36,383
-5,636
-13% -$215K 0.83% 13
2024
Q4 		$1.49M Sell
42,019
-1,079
-3% -$39.6K 0.88% 13
2024
Q3 		$1.64M Sell
43,098
-7,260
-14% -$269K 0.95% 13
2024
Q2 		$1.81M Buy
50,358
+576
+1% +$21.2K 1.13% 12
2024
Q1 		$1.83M Sell
49,782
-4,471
-8% -$155K 1.19% 12
2023
Q4 		$1.86M Buy
54,253
+309
+0.6% +$10.1K 1.31% 12
2023
Q3 		$1.76M Buy
53,944
+100
+0.2% +$3.33K 1.6% 10
2023
Q2 		$1.77M Buy
53,844
+562
+1% +$18.5K 1.57% 10
2023
Q1 		$1.72M Sell
53,282
-2,365
-4% -$76.3K 1.65% 10
2022
Q4 		$1.69M Buy
+55,647
New +$1.62M 1.72% 10

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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

Heritage Wealth Management (Texas)'s DFIV Position: Q3 2026 in Review

Heritage Wealth Management (Texas) reduced its Dimensional International Value ETF (DFIV) stake by 11% in Q3 2026, selling an estimated $190K and leaving 27,174 shares worth $1.52M. The position accounts for 0.57% of the portfolio, ranked #14.

Heritage Wealth Management (Texas) first reported a position in DFIV in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.86M in Q4 2023. 589 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • Heritage Wealth Management (Texas) held 27,174 shares of Dimensional International Value ETF worth $1.52M as of Q3 2026.
  • Heritage Wealth Management (Texas) sold 3,331 Dimensional International Value ETF shares in Q3 2026, an estimated $190K.
  • Dimensional International Value ETF made up 0.57% of Heritage Wealth Management (Texas)'s portfolio in Q3 2026, its #14 holding.
  • Heritage Wealth Management (Texas) first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 16 quarters since.
  • Heritage Wealth Management (Texas)'s Dimensional International Value ETF position peaked at $1.86M in Q4 2023.
  • 589 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q3 2026, filed 6 Nov 2026.