Level Financial Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Level Financial Advisors’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	$1.1M	Sell	19,646 -254	-1%	-$14.5K	0.24%	48
2026 Q2	$1.07M	Sell	19,900 -57	-0.3%	-$3.13K	0.24%	49
2026 Q1	$1.05M	Sell	19,957 -27	-0.1%	-$1.43K	0.27%	47
2025 Q4	$997K	Sell	19,984 -1,077	-5%	-$51.2K	0.26%	50
2025 Q3	$971K	Buy	21,061 +80	+0.4%	+$3.58K	0.27%	48
2025 Q2	$899K	Sell	20,981 -146	-0.7%	-$5.95K	0.28%	50
2025 Q1	$832K	Sell	21,127 -73	-0.3%	-$2.79K	0.28%	50
2024 Q4	$752K	Sell	21,200 -862	-4%	-$31.6K	0.28%	48
2024 Q3	$840K	Buy	22,062 +830	+4%	+$30.7K	0.32%	42
2024 Q2	$763K	Buy	21,232 +2	+0%	+$74	0.33%	40
2024 Q1	$780K	Sell	21,230 -25	-0.1%	-$866	0.35%	42
2023 Q4	$730K	Sell	21,255 -151	-0.7%	-$4.93K	0.36%	38
2023 Q3	$698K	Buy	21,406 +75	+0.4%	+$2.5K	0.39%	33
2023 Q2	$701K	Hold	21,331	–	–	0.39%	32
2023 Q1	$687K	Sell	21,331 -1,458	-6%	-$47.1K	0.41%	30
2022 Q4	$693K	Sell	22,789 -59	-0.3%	-$1.71K	0.45%	30
2022 Q3	$589K	Hold	22,848	–	–	0.43%	30
2022 Q2	$660K	Buy	+22,848	New	+$728K	0.49%	26
2022 Q1	–	Sell	-22,848	Closed	-$750K	–	244
2021 Q4	$750K	Buy	+22,848	New	+$758K	0.57%	23

Other funds holding DFIV

FFA

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

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

TFA

Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return

Level Financial Advisors's DFIV Position: Q3 2026 in Review

Level Financial Advisors reduced its Dimensional International Value ETF (DFIV) stake by 1.3% in Q3 2026, selling an estimated $14.5K and leaving 19,646 shares worth $1.1M. The position accounts for 0.24% of the portfolio, ranked #48.

Level Financial Advisors first reported a position in DFIV in Q4 2021 and has held it in 19 quarters since. 99 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

Level Financial Advisors held 19,646 shares of Dimensional International Value ETF worth $1.1M as of Q3 2026.
Level Financial Advisors sold 254 Dimensional International Value ETF shares in Q3 2026, an estimated $14.5K.
Dimensional International Value ETF made up 0.24% of Level Financial Advisors's portfolio in Q3 2026, its #48 holding.
Level Financial Advisors first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 19 quarters since.
99 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Level Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.