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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

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AC
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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. 201 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.
  • 201 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.