Klingman & Associates’s Dimensional International Value ETF DFIV Stock Holding History

Klingman & Associates’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	$3.72M	Buy	66,526 +187	+0.3%	+$10.7K	0.15%	60
2026 Q2	$3.58M	Sell	66,339 -118	-0.2%	-$6.48K	0.15%	60
2026 Q1	$3.51M	Buy	66,457 +90	+0.1%	+$4.77K	0.17%	58
2025 Q4	$3.31M	Buy	66,367 +56,646	+583%	+$2.69M	0.16%	60
2025 Q3	$448K	Hold	9,721	–	–	0.02%	203
2025 Q2	$416K	Hold	9,721	–	–	0.02%	193
2025 Q1	$383K	Hold	9,721	–	–	0.02%	190
2024 Q4	$345K	Hold	9,721	–	–	0.02%	191
2024 Q3	$370K	Hold	9,721	–	–	0.02%	191
2024 Q2	$349K	Hold	9,721	–	–	0.02%	176
2024 Q1	$357K	Hold	9,721	–	–	0.02%	178
2023 Q4	$334K	Hold	9,721	–	–	0.02%	176
2023 Q3	$317K	Hold	9,721	–	–	0.03%	171
2023 Q2	$319K	Hold	9,721	–	–	0.03%	166
2023 Q1	$313K	Hold	9,721	–	–	0.03%	152
2022 Q4	$296K	Hold	9,721	–	–	0.03%	158
2022 Q3	$250K	Hold	9,721	–	–	0.02%	159
2022 Q2	$281K	Hold	9,721	–	–	0.03%	153
2022 Q1	$325K	Hold	9,721	–	–	0.03%	154
2021 Q4	$319K	Hold	9,721	–	–	0.03%	140
2021 Q3	$318K	Buy	+9,721	New	+$321K	0.03%	130

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

Klingman & Associates's DFIV Position: Q3 2026 in Review

Klingman & Associates increased its Dimensional International Value ETF (DFIV) stake by 0.28% in Q3 2026, buying an estimated $10.7K and bringing the position to 66,526 shares worth $3.72M. The position accounts for 0.15% of the portfolio, ranked #60.

Klingman & Associates first reported a position in DFIV in Q3 2021 and has held it in 21 quarters since. 296 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

Klingman & Associates held 66,526 shares of Dimensional International Value ETF worth $3.72M as of Q3 2026.
Klingman & Associates bought 187 Dimensional International Value ETF shares in Q3 2026, an estimated $10.7K.
Dimensional International Value ETF made up 0.15% of Klingman & Associates's portfolio in Q3 2026, its #60 holding.
Klingman & Associates first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 21 quarters since.
296 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.