Meritas Wealth Management
DFIV icon

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

Meritas 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 		$19.4M Buy
346,777
+899
+0.3% +$51.3K 6.98% 6
2026
Q2 		$18.7M Buy
345,878
+8,251
+2% +$453K 7.3% 6
2026
Q1 		$17.8M Buy
337,627
+6,561
+2% +$348K 8.06% 6
2025
Q4 		$16.5M Sell
331,066
-433
-0.1% -$20.6K 7.95% 5
2025
Q3 		$15.3M Buy
331,499
+2,369
+0.7% +$106K 7.57% 5
2025
Q2 		$14.1M Sell
329,130
-1,263
-0.4% -$51.4K 7.75% 5
2025
Q1 		$13M Buy
330,393
+21,111
+7% +$806K 7.63% 5
2024
Q4 		$11M Buy
309,282
+22,962
+8% +$842K 6.6% 6
2024
Q3 		$10.9M Buy
286,320
+17,269
+6% +$639K 6.75% 5
2024
Q2 		$9.7M Sell
269,051
-552
-0.2% -$20.3K 6.82% 4
2024
Q1 		$9.9M Buy
269,603
+24,646
+10% +$854K 6.9% 5
2023
Q4 		$8.42M Sell
244,957
-38,926
-14% -$1.27M 6.31% 5
2023
Q3 		$9.26M Buy
283,883
+8,875
+3% +$296K 7.1% 5
2023
Q2 		$9.03M Buy
275,008
+368
+0.1% +$12.1K 6.78% 5
2023
Q1 		$8.85M Buy
274,640
+25,888
+10% +$836K 6.96% 5
2022
Q4 		$7.56M Buy
+248,752
New +$7.22M 6.25% 5

Other funds holding DFIV

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
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

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

Meritas Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 0.26% in Q3 2026, buying an estimated $51.3K and bringing the position to 346,777 shares worth $19.4M. The position accounts for 6.98% of the portfolio, ranked #6.

Meritas Wealth Management first reported a position in DFIV in Q4 2022 and has held it in 16 quarters since. 552 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • Meritas Wealth Management held 346,777 shares of Dimensional International Value ETF worth $19.4M as of Q3 2026.
  • Meritas Wealth Management bought 899 Dimensional International Value ETF shares in Q3 2026, an estimated $51.3K.
  • Dimensional International Value ETF made up 6.98% of Meritas Wealth Management's portfolio in Q3 2026, its #6 holding.
  • Meritas Wealth Management first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 16 quarters since.
  • 552 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

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