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L.J. Altfest & Co’s Dimensional International Value ETF DFIV Stock Holding History

L.J. Altfest & Co’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
Q2 		$389K Buy
7,193
+269
+4% +$14.8K 0.04% 243
2026
Q1 		$365K Sell
6,924
-155
-2% -$8.21K 0.04% 251
2025
Q4 		$353K Buy
7,079
+305
+5% +$14.5K 0.04% 265
2025
Q3 		$312K Buy
6,774
+760
+13% +$34K 0.03% 280
2025
Q2 		$258K Buy
+6,014
New +$245K 0.03% 297

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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

L.J. Altfest & Co's DFIV Position: Q2 2026 in Review

L.J. Altfest & Co increased its Dimensional International Value ETF (DFIV) stake by 3.9% in Q2 2026, buying an estimated $14.8K and bringing the position to 7,193 shares worth $389K. The position accounts for 0.04% of the portfolio, ranked #243.

L.J. Altfest & Co first reported a position in DFIV in Q2 2025 and has held it in 5 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • L.J. Altfest & Co held 7,193 shares of Dimensional International Value ETF worth $389K as of Q2 2026.
  • L.J. Altfest & Co bought 269 Dimensional International Value ETF shares in Q2 2026, an estimated $14.8K.
  • Dimensional International Value ETF made up 0.04% of L.J. Altfest & Co's portfolio in Q2 2026, its #243 holding.
  • L.J. Altfest & Co first reported a position in Dimensional International Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.