McLean Asset Management
DFIV icon

McLean Asset Management’s Dimensional International Value ETF DFIV Stock Holding History

McLean Asset 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 		$19.6M Sell
348,112
-5,060
-1% -$289K 2.62% 11
2026
Q2 		$20.2M Sell
353,172
-5,120
-1% -$281K 2.67% 10
2026
Q1 		$18.9M Sell
358,292
-2,430
-0.7% -$129K 3.31% 7
2025
Q4 		$18.6M Sell
360,722
-9,797
-3% -$466K 3.33% 8
2025
Q3 		$17.3M Sell
370,519
-26,838
-7% -$1.2M 3.55% 8
2025
Q2 		$17.2M Sell
397,357
-2,483
-0.6% -$101K 4.51% 5
2025
Q1 		$13.9M Sell
399,840
-3,149
-0.8% -$120K 4.58% 5
2024
Q4 		$14.3M Sell
402,989
-6,948
-2% -$255K 4.29% 5
2024
Q3 		$15.6M Sell
409,937
-7,562
-2% -$280K 4.69% 4
2024
Q2 		$15.4M Sell
417,499
-817
-0.2% -$30.1K 4.97% 4
2024
Q1 		$15.6M Sell
418,316
-5,396
-1% -$187K 5.33% 4
2023
Q4 		$14.5M Buy
423,712
+12,541
+3% +$409K 5.45% 4
2023
Q3 		$13.4M Sell
411,171
-554
-0.1% -$18.5K 5.5% 4
2023
Q2 		$13.5M Sell
411,725
-5,013
-1% -$165K 5.3% 4
2023
Q1 		$13.4M Sell
416,738
-88,601
-18% -$2.86M 5.53% 4
2022
Q4 		$15.4M Buy
505,339
+41,482
+9% +$1.2M 5.23% 5
2022
Q3 		$12.2M Buy
463,857
+26,375
+6% +$754K 4.72% 5
2022
Q2 		$12.1M Buy
+437,482
New +$13.9M 4.84% 5
2022
Q1 		– Sell
-433,378
Closed -$15.2M – 134
2021
Q4 		$15.2M Buy
433,378
+1,260
+0.3% +$41.8K 5.87% 4
2021
Q3 		$14.8M Buy
+432,118
New +$14.3M 5.66% 4

Other funds holding DFIV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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

McLean Asset Management's DFIV Position: Q3 2026 in Review

McLean Asset Management reduced its Dimensional International Value ETF (DFIV) stake by 1.4% in Q3 2026, selling an estimated $289K and leaving 348,112 shares worth $19.6M. The position accounts for 2.62% of the portfolio, ranked #11.

McLean Asset Management first reported a position in DFIV in Q3 2021 and has held it in 20 quarters since. The position peaked at $20.2M in Q2 2026. 589 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • McLean Asset Management held 348,112 shares of Dimensional International Value ETF worth $19.6M as of Q3 2026.
  • McLean Asset Management sold 5,060 Dimensional International Value ETF shares in Q3 2026, an estimated $289K.
  • Dimensional International Value ETF made up 2.62% of McLean Asset Management's portfolio in Q3 2026, its #11 holding.
  • McLean Asset Management first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 20 quarters since.
  • McLean Asset Management's Dimensional International Value ETF position peaked at $20.2M in Q2 2026.
  • 589 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on McLean Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.