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Joel Isaacson & Co’s Dimensional International Value ETF DFIV Stock Holding History

Joel Isaacson & Co’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 		$2.84M Buy
52,635
+2,591
+5% +$142K 0.08% 111
2026
Q1 		$2.64M Buy
50,044
+898
+2% +$47.6K 0.09% 105
2025
Q4 		$2.45M Buy
+49,146
New +$2.34M 0.08% 115

Other funds holding DFIV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Joel Isaacson & Co's DFIV Position: Q2 2026 in Review

Joel Isaacson & Co increased its Dimensional International Value ETF (DFIV) stake by 5.2% in Q2 2026, buying an estimated $142K and bringing the position to 52,635 shares worth $2.84M. The position accounts for 0.08% of the portfolio, ranked #111.

Joel Isaacson & Co first reported a position in DFIV in Q4 2025 and has held it in 3 quarters since. 620 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Joel Isaacson & Co held 52,635 shares of Dimensional International Value ETF worth $2.84M as of Q2 2026.
  • Joel Isaacson & Co bought 2,591 Dimensional International Value ETF shares in Q2 2026, an estimated $142K.
  • Dimensional International Value ETF made up 0.08% of Joel Isaacson & Co's portfolio in Q2 2026, its #111 holding.
  • Joel Isaacson & Co first reported a position in Dimensional International Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 620 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.