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

MN 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 Q3	$829K	Sell	14,840 -1,106	-7%	-$63.2K	0.34%	58
2026 Q2	$861K	Sell	15,946 -664	-4%	-$36.5K	0.37%	54
2026 Q1	$877K	Sell	16,610 -121	-0.7%	-$6.41K	0.43%	48
2025 Q4	$835K	Sell	16,731 -294	-2%	-$14K	0.42%	49
2025 Q3	$785K	Sell	17,025 -665	-4%	-$29.8K	0.42%	50
2025 Q2	$758K	Buy	17,690 +1,866	+12%	+$76K	0.44%	50
2025 Q1	$623K	Sell	15,824 -31,088	-66%	-$1.19M	0.37%	59
2024 Q4	$1.66M	Buy	46,912 +2,061	+5%	+$75.6K	0.94%	25
2024 Q3	$1.71M	Sell	44,851 -464	-1%	-$17.2K	0.97%	24
2024 Q2	$1.63M	Buy	45,315 +1,498	+3%	+$55.2K	0.94%	25
2024 Q1	$1.61M	Buy	43,817 +3,576	+9%	+$124K	1%	23
2023 Q4	$1.38M	Buy	+40,241	New	+$1.31M	0.95%	22

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 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

MN Wealth Advisors's DFIV Position: Q3 2026 in Review

MN Wealth Advisors reduced its Dimensional International Value ETF (DFIV) stake by 6.9% in Q3 2026, selling an estimated $63.2K and leaving 14,840 shares worth $829K. The position accounts for 0.34% of the portfolio, ranked #58.

MN Wealth Advisors first reported a position in DFIV in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.71M in Q3 2024. 362 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

MN Wealth Advisors held 14,840 shares of Dimensional International Value ETF worth $829K as of Q3 2026.
MN Wealth Advisors sold 1,106 Dimensional International Value ETF shares in Q3 2026, an estimated $63.2K.
Dimensional International Value ETF made up 0.34% of MN Wealth Advisors's portfolio in Q3 2026, its #58 holding.
MN Wealth Advisors first reported a position in Dimensional International Value ETF in Q4 2023 and has held it in 12 quarters since.
MN Wealth Advisors's Dimensional International Value ETF position peaked at $1.71M in Q3 2024.
362 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on MN Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.