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

Kozak & 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
2025
Q4 		– Sell
-86
Closed -$4.06K – 437
2025
Q3 		$4.06K Buy
+86
New +$3.85K ﹤0.01% 328

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kozak & Associates's DFIV Position: Q4 2025 in Review

Kozak & Associates sold out of Dimensional International Value ETF (DFIV) in Q4 2025, closing a stake of 86 shares — an estimated $4.06K sold.

Kozak & Associates first reported a position in DFIV in Q3 2025 and held it in 1 quarter. The position peaked at $4.06K in Q3 2025. 804 funds tracked by Wall St. Rank hold DFIV as of Q4 2025.

  • Kozak & Associates reported no remaining Dimensional International Value ETF position as of Q4 2025 after selling out during the quarter.
  • Kozak & Associates sold 86 Dimensional International Value ETF shares in Q4 2025, an estimated $4.06K.
  • Kozak & Associates first reported a position in Dimensional International Value ETF in Q3 2025 and held it in 1 quarter.
  • Kozak & Associates's Dimensional International Value ETF position peaked at $4.06K in Q3 2025.
  • 804 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2025.

Based on Kozak & Associates's 13F filing for Q4 2025, filed 12 Jan 2026.