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

Herold 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 		$5.26M Buy
94,083
+4,719
+5% +$269K 1.03% 25
2026
Q2 		$4.82M Buy
89,364
+9,201
+11% +$506K 0.95% 25
2026
Q1 		$4.23M Buy
80,163
+9,937
+14% +$527K 0.93% 26
2025
Q4 		$3.5M Buy
70,226
+4,501
+7% +$214K 0.78% 33
2025
Q3 		$3.03M Buy
65,725
+7,963
+14% +$356K 0.7% 34
2025
Q2 		$2.47M Sell
57,762
-3,929
-6% -$160K 0.52% 55
2025
Q1 		$2.43M Buy
61,691
+10,830
+21% +$413K 0.53% 53
2024
Q4 		$1.8M Buy
50,861
+4,255
+9% +$156K 0.39% 70
2024
Q3 		$1.77M Buy
46,606
+1,740
+4% +$64.4K 0.39% 72
2024
Q2 		$1.61M Buy
44,866
+13,903
+45% +$512K 0.37% 72
2024
Q1 		$1.14M Buy
30,963
+21,837
+239% +$757K 0.28% 112
2023
Q4 		$314K Buy
+9,126
New +$298K 0.09% 199

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
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Hudock Inc
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

Herold Advisors's DFIV Position: Q3 2026 in Review

Herold Advisors increased its Dimensional International Value ETF (DFIV) stake by 5.3% in Q3 2026, buying an estimated $269K and bringing the position to 94,083 shares worth $5.26M. The position accounts for 1.03% of the portfolio, ranked #25.

Herold Advisors first reported a position in DFIV in Q4 2023 and has held it in 12 quarters since. 192 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • Herold Advisors held 94,083 shares of Dimensional International Value ETF worth $5.26M as of Q3 2026.
  • Herold Advisors bought 4,719 Dimensional International Value ETF shares in Q3 2026, an estimated $269K.
  • Dimensional International Value ETF made up 1.03% of Herold Advisors's portfolio in Q3 2026, its #25 holding.
  • Herold Advisors first reported a position in Dimensional International Value ETF in Q4 2023 and has held it in 12 quarters since.
  • 192 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.