JDH Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History

JDH Wealth 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 Q3	$16.2M	Buy	289,356 +1,538	+0.5%	+$87.8K	9.77%	2
2026 Q2	$15.5M	Sell	287,818 -4,251	-1%	-$234K	9.46%	2
2026 Q1	$15.4M	Sell	292,069 -6,733	-2%	-$357K	10.39%	2
2025 Q4	$14.9M	Sell	298,802 -2,607	-0.9%	-$124K	10.22%	2
2025 Q3	$13.9M	Sell	301,409 -6,430	-2%	-$288K	9.87%	2
2025 Q2	$13.2M	Sell	307,839 -625	-0.2%	-$25.5K	10.1%	2
2025 Q1	$12.1M	Buy	308,464 +6	+0%	+$229	10.42%	3
2024 Q4	$10.9M	Buy	+308,458	New	+$11.3M	9.6%	3

Other funds holding DFIV

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

JDH Wealth Management's DFIV Position: Q3 2026 in Review

JDH Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 0.53% in Q3 2026, buying an estimated $87.8K and bringing the position to 289,356 shares worth $16.2M. The position accounts for 9.77% of the portfolio, ranked #2.

JDH Wealth Management first reported a position in DFIV in Q4 2024 and has held it in 8 quarters since. 416 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

JDH Wealth Management held 289,356 shares of Dimensional International Value ETF worth $16.2M as of Q3 2026.
JDH Wealth Management bought 1,538 Dimensional International Value ETF shares in Q3 2026, an estimated $87.8K.
Dimensional International Value ETF made up 9.77% of JDH Wealth Management's portfolio in Q3 2026, its #2 holding.
JDH Wealth Management first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 8 quarters since.
416 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on JDH Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.