Mills Wealth Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Mills Wealth 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 Q2	$1.21M	Sell	22,455 -150	-0.7%	-$8.24K	0.38%	29
2026 Q1	$1.19M	Hold	22,605	–	–	0.42%	31
2025 Q4	$1.13M	Sell	22,605 -217	-1%	-$10.3K	0.44%	34
2025 Q3	$1.05M	Hold	22,822	–	–	0.43%	35
2025 Q2	$977K	Sell	22,822 -1,051	-4%	-$42.8K	0.45%	34
2025 Q1	$940K	Sell	23,873 -909	-4%	-$34.7K	0.5%	30
2024 Q4	$879K	Sell	24,782 -350	-1%	-$12.8K	0.5%	29
2024 Q3	$957K	Sell	25,132 -662	-3%	-$24.5K	0.66%	27
2024 Q2	$927K	Hold	25,794	–	–	0.66%	27
2024 Q1	$948K	Hold	25,794	–	–	0.7%	27
2023 Q4	$886K	Buy	25,794 +460	+2%	+$15K	0.68%	25
2023 Q3	$826K	Hold	25,334	–	–	0.66%	23
2023 Q2	$832K	Hold	25,334	–	–	0.63%	23
2023 Q1	$817K	Buy	25,334 +115	+0.5%	+$3.71K	0.66%	23
2022 Q4	$767K	Buy	+25,219	New	+$732K	0.69%	25

Other funds holding DFIV

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

DFS

Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return

Mills Wealth Advisors's DFIV Position: Q2 2026 in Review

Mills Wealth Advisors reduced its Dimensional International Value ETF (DFIV) stake by 0.66% in Q2 2026, selling an estimated $8.24K and leaving 22,455 shares worth $1.21M. The position accounts for 0.38% of the portfolio, ranked #29.

Mills Wealth Advisors first reported a position in DFIV in Q4 2022 and has held it in 15 quarters since. 321 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Mills Wealth Advisors held 22,455 shares of Dimensional International Value ETF worth $1.21M as of Q2 2026.
Mills Wealth Advisors sold 150 Dimensional International Value ETF shares in Q2 2026, an estimated $8.24K.
Dimensional International Value ETF made up 0.38% of Mills Wealth Advisors's portfolio in Q2 2026, its #29 holding.
Mills Wealth Advisors first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 15 quarters since.
321 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.