L.J. Altfest & Co
DFIV icon

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
Q3 		$411K Buy
7,360
+167
+2% +$9.5K 0.04% 238
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

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

L.J. Altfest & Co's DFIV Position: Q3 2026 in Review

L.J. Altfest & Co increased its Dimensional International Value ETF (DFIV) stake by 2.3% in Q3 2026, buying an estimated $9.5K and bringing the position to 7,360 shares worth $411K. The position accounts for 0.04% of the portfolio, ranked #238.

L.J. Altfest & Co first reported a position in DFIV in Q2 2025 and has held it in 6 quarters since. 558 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • L.J. Altfest & Co held 7,360 shares of Dimensional International Value ETF worth $411K as of Q3 2026.
  • L.J. Altfest & Co bought 167 Dimensional International Value ETF shares in Q3 2026, an estimated $9.5K.
  • Dimensional International Value ETF made up 0.04% of L.J. Altfest & Co's portfolio in Q3 2026, its #238 holding.
  • L.J. Altfest & Co first reported a position in Dimensional International Value ETF in Q2 2025 and has held it in 6 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on L.J. Altfest & Co's 13F filing for Q3 2026, filed 27 Oct 2026.