Investmark Advisory Group
DFIV icon

Investmark Advisory Group’s Dimensional International Value ETF DFIV Stock Holding History

Investmark Advisory Group’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 		$4.82M Buy
86,280
+1,183
+1% +$67.5K 1.56% 15
2026
Q2 		$4.6M Buy
85,097
+1,607
+2% +$88.3K 1.75% 13
2026
Q1 		$4.41M Sell
83,490
-772
-0.9% -$40.9K 1.89% 13
2025
Q4 		$4.2M Sell
84,262
-140
-0.2% -$6.65K 1.79% 13
2025
Q3 		$3.89M Sell
84,402
-3,624
-4% -$162K 1.69% 16
2025
Q2 		$3.77M Sell
88,026
-2,891
-3% -$118K 1.77% 16
2025
Q1 		$3.58M Sell
90,917
-5,716
-6% -$218K 1.77% 17
2024
Q4 		$3.43M Buy
96,633
+3,417
+4% +$125K 1.68% 16
2024
Q3 		$3.55M Buy
93,216
+5,258
+6% +$195K 1.72% 17
2024
Q2 		$3.16M Buy
87,958
+9,583
+12% +$353K 1.69% 16
2024
Q1 		$2.88M Sell
78,375
-4,890
-6% -$169K 1.58% 17
2023
Q4 		$2.86M Buy
83,265
+6,875
+9% +$224K 1.68% 17
2023
Q3 		$2.49M Buy
76,390
+626
+0.8% +$20.9K 1.69% 17
2023
Q2 		$2.49M Buy
75,764
+4,971
+7% +$163K 1.66% 19
2023
Q1 		$2.28M Buy
70,793
+11,045
+18% +$356K 1.68% 20
2022
Q4 		$1.82M Buy
59,748
+9,181
+18% +$266K 1.35% 21
2022
Q3 		$1.3M Buy
50,567
+9,577
+23% +$274K 1.17% 27
2022
Q2 		$1.18M Buy
40,990
+6,315
+18% +$201K 1.17% 22
2022
Q1 		$1.16M Buy
34,675
+17,492
+102% +$590K 1.2% 20
2021
Q4 		$563K Buy
+17,183
New +$570K 0.53% 32

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

Investmark Advisory Group's DFIV Position: Q3 2026 in Review

Investmark Advisory Group increased its Dimensional International Value ETF (DFIV) stake by 1.4% in Q3 2026, buying an estimated $67.5K and bringing the position to 86,280 shares worth $4.82M. The position accounts for 1.56% of the portfolio, ranked #15.

Investmark Advisory Group first reported a position in DFIV in Q4 2021 and has held it in 20 quarters since. 416 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • Investmark Advisory Group held 86,280 shares of Dimensional International Value ETF worth $4.82M as of Q3 2026.
  • Investmark Advisory Group bought 1,183 Dimensional International Value ETF shares in Q3 2026, an estimated $67.5K.
  • Dimensional International Value ETF made up 1.56% of Investmark Advisory Group's portfolio in Q3 2026, its #15 holding.
  • Investmark Advisory Group first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 20 quarters since.
  • 416 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Investmark Advisory Group's 13F filing for Q3 2026, filed 27 Oct 2026.