Kaufman Rossin Wealth’s Dimensional International Value ETF DFIV Stock Holding History

Kaufman Rossin Wealth’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	$2.15M	Sell	38,459 -184	-0.5%	-$10.5K	0.87%	17
2026 Q2	$2.12M	Sell	38,643 -247	-0.6%	-$13.6K	1.01%	16
2026 Q1	$2.05M	Sell	38,890 -16,071	-29%	-$852K	1.18%	15
2025 Q4	$2.74M	Sell	54,961 -2,161	-4%	-$103K	1.43%	14
2025 Q3	$2.63M	Sell	57,122 -2,719	-5%	-$122K	1.44%	13
2025 Q2	$2.56M	Sell	59,841 -2,304	-4%	-$93.8K	1.62%	12
2025 Q1	$2.45M	Sell	62,145 -124	-0.2%	-$4.73K	1.75%	11
2024 Q4	$2.21M	Buy	+62,269	New	+$2.28M	2.27%	11

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

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

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

Evanson Financial Mclean, Virginia $2.03B AUM

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

DFS

Dixon Fnancial Services Lafayette, California $249M AUM 21.43% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Kaufman Rossin Wealth's DFIV Position: Q3 2026 in Review

Kaufman Rossin Wealth reduced its Dimensional International Value ETF (DFIV) stake by 0.48% in Q3 2026, selling an estimated $10.5K and leaving 38,459 shares worth $2.15M. The position accounts for 0.87% of the portfolio, ranked #17.

Kaufman Rossin Wealth first reported a position in DFIV in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.74M in Q4 2025. 296 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

Kaufman Rossin Wealth held 38,459 shares of Dimensional International Value ETF worth $2.15M as of Q3 2026.
Kaufman Rossin Wealth sold 184 Dimensional International Value ETF shares in Q3 2026, an estimated $10.5K.
Dimensional International Value ETF made up 0.87% of Kaufman Rossin Wealth's portfolio in Q3 2026, its #17 holding.
Kaufman Rossin Wealth first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 8 quarters since.
Kaufman Rossin Wealth's Dimensional International Value ETF position peaked at $2.74M in Q4 2025.
296 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.