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Jacobi Capital Management’s Dimensional International Value ETF DFIV Stock Holding History

Jacobi Capital Management’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
Q2 		$269K Buy
4,971
+38
+0.8% +$2.09K 0.01% 581
2026
Q1 		$260K Buy
4,933
+150
+3% +$7.95K 0.01% 560
2025
Q4 		$239K Buy
4,783
+9
+0.2% +$428 0.01% 574
2025
Q3 		$220K Buy
+4,774
New +$214K 0.01% 573

Other funds holding DFIV

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
TH
Team Hewins Redwood City, California $366M AUM 29.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Jacobi Capital Management's DFIV Position: Q2 2026 in Review

Jacobi Capital Management increased its Dimensional International Value ETF (DFIV) stake by 0.77% in Q2 2026, buying an estimated $2.09K and bringing the position to 4,971 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #581.

Jacobi Capital Management first reported a position in DFIV in Q3 2025 and has held it in 4 quarters since. 468 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Jacobi Capital Management held 4,971 shares of Dimensional International Value ETF worth $269K as of Q2 2026.
  • Jacobi Capital Management bought 38 Dimensional International Value ETF shares in Q2 2026, an estimated $2.09K.
  • Dimensional International Value ETF made up 0.01% of Jacobi Capital Management's portfolio in Q2 2026, its #581 holding.
  • Jacobi Capital Management first reported a position in Dimensional International Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 468 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.