Lodestone Wealth Management
DFIV icon

Lodestone Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History

Lodestone Wealth Management’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 		$2.68M Buy
47,908
+3,118
+7% +$178K 0.9% 30
2026
Q2 		$2.42M Sell
44,790
-1,437
-3% -$79K 0.85% 34
2026
Q1 		$2.44M Buy
46,227
+1,063
+2% +$56.3K 0.97% 31
2025
Q4 		$2.25M Sell
45,164
-1,714
-4% -$81.5K 0.92% 35
2025
Q3 		$2.16M Buy
46,878
+1,391
+3% +$62.2K 0.97% 37
2025
Q2 		$1.95M Sell
45,487
-173
-0.4% -$7.05K 0.95% 38
2025
Q1 		$1.8M Sell
45,660
-587
-1% -$22.4K 0.96% 40
2024
Q4 		$1.64M Sell
46,247
-122
-0.3% -$4.47K 0.82% 45
2024
Q3 		$1.77M Sell
46,369
-3,260
-7% -$121K 0.88% 41
2024
Q2 		$1.78M Buy
49,629
+149
+0.3% +$5.49K 0.94% 38
2024
Q1 		$1.82M Buy
49,480
+2,158
+5% +$74.8K 0.95% 40
2023
Q4 		$1.63M Buy
47,322
+1,197
+3% +$39.1K 0.94% 42
2023
Q3 		$1.5M Buy
46,125
+14,612
+46% +$487K 1.05% 36
2023
Q2 		$1.04M Buy
31,513
+24,470
+347% +$804K 0.71% 48
2023
Q1 		$227K Buy
+7,043
New +$227K 0.18% 122

Other funds holding DFIV

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM

Lodestone Wealth Management's DFIV Position: Q3 2026 in Review

Lodestone Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 7% in Q3 2026, buying an estimated $178K and bringing the position to 47,908 shares worth $2.68M. The position accounts for 0.9% of the portfolio, ranked #30.

Lodestone Wealth Management first reported a position in DFIV in Q1 2023 and has held it in 15 quarters since. 416 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • Lodestone Wealth Management held 47,908 shares of Dimensional International Value ETF worth $2.68M as of Q3 2026.
  • Lodestone Wealth Management bought 3,118 Dimensional International Value ETF shares in Q3 2026, an estimated $178K.
  • Dimensional International Value ETF made up 0.9% of Lodestone Wealth Management's portfolio in Q3 2026, its #30 holding.
  • Lodestone Wealth Management first reported a position in Dimensional International Value ETF in Q1 2023 and has held it in 15 quarters since.
  • 416 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.