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

Mission 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	$11.3M	Sell	201,549 -7,219	-3%	-$412K	0.18%	81
2026 Q2	$11.3M	Buy	208,768 +3,582	+2%	+$197K	0.14%	98
2026 Q1	$10.8M	Sell	205,186 -2,343	-1%	-$124K	0.22%	67
2025 Q4	$10.4M	Buy	207,529 +21,508	+12%	+$1.02M	0.21%	67
2025 Q3	$8.58M	Buy	186,021 +44,584	+32%	+$1.99M	0.17%	75
2025 Q2	$6.06M	Buy	141,437 +4,847	+4%	+$197K	0.13%	101
2025 Q1	$5.38M	Buy	136,590 +4,088	+3%	+$156K	0.13%	99
2024 Q4	$4.7M	Buy	132,502 +126,678	+2,175%	+$4.65M	0.11%	101
2024 Q3	$222K	Hold	5,824	–	–	0.01%	614
2024 Q2	$209K	Sell	5,824 -4,488	-44%	-$165K	0.01%	605
2024 Q1	$379K	Buy	10,312 +3,706	+56%	+$128K	0.01%	501
2023 Q4	$227K	Buy	+6,606	New	+$216K	0.01%	525
2023 Q2	–	Sell	-6,998	Closed	-$226K	–	553
2023 Q1	$226K	Hold	6,998	–	–	0.01%	485
2022 Q4	$213K	Buy	+6,998	New	+$203K	0.01%	478
2022 Q3	–	Sell	-7,929	Closed	-$229K	–	522
2022 Q2	$229K	Hold	7,929	–	–	0.01%	452
2022 Q1	$265K	Hold	7,929	–	–	0.01%	449
2021 Q4	$260K	Buy	+7,929	New	+$263K	0.01%	463

Other funds holding DFIV

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

Evanson Financial Mclean, Virginia $2.03B AUM

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

DFS

Dixon Fnancial Services Lafayette, California $249M AUM 21.43% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

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

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

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

Mission Wealth Management reduced its Dimensional International Value ETF (DFIV) stake by 3.5% in Q3 2026, selling an estimated $412K and leaving 201,549 shares worth $11.3M. The position accounts for 0.18% of the portfolio, ranked #81.

Mission Wealth Management first reported a position in DFIV in Q4 2021 and has held it in 17 quarters since. The position peaked at $11.3M in Q2 2026. 296 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

Mission Wealth Management held 201,549 shares of Dimensional International Value ETF worth $11.3M as of Q3 2026.
Mission Wealth Management sold 7,219 Dimensional International Value ETF shares in Q3 2026, an estimated $412K.
Dimensional International Value ETF made up 0.18% of Mission Wealth Management's portfolio in Q3 2026, its #81 holding.
Mission Wealth Management first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 17 quarters since.
Mission Wealth Management's Dimensional International Value ETF position peaked at $11.3M in Q2 2026.
296 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.