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Moisand Fitzgerald Tamayo’s Dimensional International Value ETF DFIV Stock Holding History

Moisand Fitzgerald Tamayo’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 		$4.69M Sell
86,870
-2,147
-2% -$118K 0.46% 22
2026
Q1 		$4.7M Sell
89,017
-3,882
-4% -$206K 0.5% 21
2025
Q4 		$4.64M Sell
92,899
-892
-1% -$42.4K 0.52% 22
2025
Q3 		$4.33M Sell
93,791
-531
-0.6% -$23.8K 0.51% 22
2025
Q2 		$4.04M Sell
94,322
-2,798
-3% -$114K 0.51% 22
2025
Q1 		$3.82M Sell
97,120
-217
-0.2% -$8.28K 0.53% 24
2024
Q4 		$3.45M Sell
97,337
-74
-0.1% -$2.71K 0.49% 27
2024
Q3 		$3.71M Sell
97,411
-66
-0.1% -$2.44K 0.51% 27
2024
Q2 		$3.5M Buy
97,477
+1,419
+1% +$52.3K 0.52% 26
2024
Q1 		$3.53M Buy
96,058
+2,963
+3% +$103K 0.54% 25
2023
Q4 		$3.2M Sell
93,095
-1,027
-1% -$33.5K 0.55% 26
2023
Q3 		$3.07M Sell
94,122
-2,117
-2% -$70.5K 0.65% 25
2023
Q2 		$3.16M Sell
96,239
-2,578
-3% -$84.7K 0.65% 25
2023
Q1 		$3.18M Sell
98,817
-11,582
-10% -$374K 0.68% 25
2022
Q4 		$3.36M Sell
110,399
-3,716
-3% -$108K 0.76% 24
2022
Q3 		$2.94M Buy
114,115
+576
+0.5% +$16.5K 0.81% 26
2022
Q2 		$3.28M Buy
113,539
+72,580
+177% +$2.31M 0.88% 25
2022
Q1 		$1.37M Sell
40,959
-76,499
-65% -$2.58M 0.62% 31
2021
Q4 		$3.85M Sell
117,458
-8,192
-7% -$272K 1.09% 23
2021
Q3 		$4.11M Buy
+125,650
New +$4.15M 1.38% 22

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Moisand Fitzgerald Tamayo's DFIV Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo reduced its Dimensional International Value ETF (DFIV) stake by 2.4% in Q2 2026, selling an estimated $118K and leaving 86,870 shares worth $4.69M. The position accounts for 0.46% of the portfolio, ranked #22.

Moisand Fitzgerald Tamayo first reported a position in DFIV in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.7M in Q1 2026. 896 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 86,870 shares of Dimensional International Value ETF worth $4.69M as of Q2 2026.
  • Moisand Fitzgerald Tamayo sold 2,147 Dimensional International Value ETF shares in Q2 2026, an estimated $118K.
  • Dimensional International Value ETF made up 0.46% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #22 holding.
  • Moisand Fitzgerald Tamayo first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 20 quarters since.
  • Moisand Fitzgerald Tamayo's Dimensional International Value ETF position peaked at $4.7M in Q1 2026.
  • 896 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.