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JT Stratford LLC’s Dimensional International Value ETF DFIV Stock Holding History

JT Stratford LLC’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
Q1 		$956K Buy
18,107
+2,248
+14% +$119K 0.12% 158
2025
Q4 		$791K Buy
15,859
+593
+4% +$28.2K 0.1% 168
2025
Q3 		$704K Sell
15,266
-3,467
-19% -$155K 0.09% 181
2025
Q2 		$802K Sell
18,733
-1,235
-6% -$50.3K 0.12% 160
2025
Q1 		$786K Sell
19,968
-11,371
-36% -$434K 0.14% 156
2024
Q4 		$1.11M Sell
31,339
-1,901
-6% -$69.7K 0.18% 129
2024
Q3 		$1.27M Buy
33,240
+164
+0.5% +$6.07K 0.22% 114
2024
Q2 		$1.19M Buy
33,076
+5,875
+22% +$216K 0.22% 109
2024
Q1 		$1,000K Buy
27,201
+832
+3% +$28.8K 0.2% 134
2023
Q4 		$906K Sell
26,369
-89
-0.3% -$2.9K 0.21% 121
2023
Q3 		$863K Buy
26,458
+8,532
+48% +$284K 0.22% 118
2023
Q2 		$589K Buy
17,926
+5,099
+40% +$167K 0.16% 147
2023
Q1 		$413K Buy
12,827
+29
+0.2% +$936 0.12% 173
2022
Q4 		$389K Buy
12,798
+906
+8% +$26.3K 0.12% 157
2022
Q3 		$306K Sell
11,892
-889
-7% -$25.4K 0.11% 155
2022
Q2 		$369K Buy
+12,781
New +$408K 0.12% 152

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JT Stratford LLC's DFIV Position: Q1 2026 in Review

JT Stratford LLC increased its Dimensional International Value ETF (DFIV) stake by 14% in Q1 2026, buying an estimated $119K and bringing the position to 18,107 shares worth $956K. The position accounts for 0.12% of the portfolio, ranked #158.

JT Stratford LLC first reported a position in DFIV in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.27M in Q3 2024. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • JT Stratford LLC held 18,107 shares of Dimensional International Value ETF worth $956K as of Q1 2026.
  • JT Stratford LLC bought 2,248 Dimensional International Value ETF shares in Q1 2026, an estimated $119K.
  • Dimensional International Value ETF made up 0.12% of JT Stratford LLC's portfolio in Q1 2026, its #158 holding.
  • JT Stratford LLC first reported a position in Dimensional International Value ETF in Q2 2022 and has held it in 16 quarters since.
  • JT Stratford LLC's Dimensional International Value ETF position peaked at $1.27M in Q3 2024.
  • 849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.