J. Derek Lewis & Associates
DFIV icon

J. Derek Lewis & Associates’s Dimensional International Value ETF DFIV Stock Holding History

J. Derek Lewis & Associates’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 		$1.01M Buy
18,147
+380
+2% +$21.7K 0.18% 70
2026
Q2 		$960K Buy
17,767
+278
+2% +$15.3K 0.18% 79
2026
Q1 		$923K Buy
17,489
+215
+1% +$11.4K 0.21% 67
2025
Q4 		$862K Buy
+17,274
New +$821K 0.2% 65

Other funds holding DFIV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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

J. Derek Lewis & Associates's DFIV Position: Q3 2026 in Review

J. Derek Lewis & Associates increased its Dimensional International Value ETF (DFIV) stake by 2.1% in Q3 2026, buying an estimated $21.7K and bringing the position to 18,147 shares worth $1.01M. The position accounts for 0.18% of the portfolio, ranked #70.

J. Derek Lewis & Associates first reported a position in DFIV in Q4 2025 and has held it in 4 quarters since. 670 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • J. Derek Lewis & Associates held 18,147 shares of Dimensional International Value ETF worth $1.01M as of Q3 2026.
  • J. Derek Lewis & Associates bought 380 Dimensional International Value ETF shares in Q3 2026, an estimated $21.7K.
  • Dimensional International Value ETF made up 0.18% of J. Derek Lewis & Associates's portfolio in Q3 2026, its #70 holding.
  • J. Derek Lewis & Associates first reported a position in Dimensional International Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 670 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q3 2026, filed 3 Nov 2026.