Key Financial Inc’s Dimensional International Value ETF DFIV Stock Holding History

Key Financial Inc’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	$32.2K	Hold	576	–	–	0.01%	615
2026 Q2	$31.1K	Hold	576	–	–	0.01%	639
2026 Q1	$30.4K	Hold	576	–	–	0.01%	635
2025 Q4	$28.7K	Hold	576	–	–	0.01%	646
2025 Q3	$26.7K	Hold	576	–	–	﹤0.01%	651
2025 Q2	$24.7K	Hold	576	–	–	0.01%	640
2025 Q1	$22.7K	Hold	576	–	–	﹤0.01%	637
2024 Q4	$20.4K	Hold	576	–	–	﹤0.01%	651
2024 Q3	$21.9K	Hold	576	–	–	﹤0.01%	634
2024 Q2	$20.7K	Hold	576	–	–	0.01%	632
2024 Q1	$21.2K	Hold	576	–	–	0.01%	599
2023 Q4	$19.8K	Hold	576	–	–	0.01%	592
2023 Q3	$18.8K	Hold	576	–	–	0.01%	579
2023 Q2	$18.9K	Hold	576	–	–	0.01%	586
2023 Q1	$18.6K	Hold	576	–	–	0.01%	561
2022 Q4	$14.8K	Hold	576	–	–	0.01%	545
2022 Q3	$15K	Hold	576	–	–	0.01%	547
2022 Q2	$17K	Hold	576	–	–	0.01%	528
2022 Q1	$19K	Hold	576	–	–	0.01%	509
2021 Q4	$19K	Hold	576	–	–	0.01%	493
2021 Q3	$19K	Buy	+576	New	+$19K	0.01%	478

Other funds holding DFIV

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

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

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

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

Key Financial Inc's DFIV Position: Q3 2026 in Review

Key Financial Inc held its Dimensional International Value ETF (DFIV) position steady in Q3 2026 at 576 shares worth $32.2K. The position accounts for 0.01% of the portfolio, ranked #615.

Key Financial Inc first reported a position in DFIV in Q3 2021 and has held it in 21 quarters since. 589 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

Key Financial Inc held 576 shares of Dimensional International Value ETF worth $32.2K as of Q3 2026.
Key Financial Inc left its Dimensional International Value ETF share count unchanged in Q3 2026.
Dimensional International Value ETF made up 0.01% of Key Financial Inc's portfolio in Q3 2026, its #615 holding.
Key Financial Inc first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 21 quarters since.
589 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.