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

New Wave 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	$1.45M	Sell	25,821 -1,988	-7%	-$114K	0.38%	55
2026 Q2	$1.5M	Buy	27,809 +15,116	+119%	+$831K	0.41%	52
2026 Q1	$670K	Sell	12,693 -15,360	-55%	-$814K	0.23%	81
2025 Q4	$1.4M	Buy	28,053 +19,205	+217%	+$913K	0.51%	40
2025 Q3	$408K	Buy	+8,848	New	+$396K	0.16%	98

Other funds holding DFIV

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 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

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

New Wave Wealth Advisors's DFIV Position: Q3 2026 in Review

New Wave Wealth Advisors reduced its Dimensional International Value ETF (DFIV) stake by 7.1% in Q3 2026, selling an estimated $114K and leaving 25,821 shares worth $1.45M. The position accounts for 0.38% of the portfolio, ranked #55.

New Wave Wealth Advisors first reported a position in DFIV in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.5M in Q2 2026. 516 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

New Wave Wealth Advisors held 25,821 shares of Dimensional International Value ETF worth $1.45M as of Q3 2026.
New Wave Wealth Advisors sold 1,988 Dimensional International Value ETF shares in Q3 2026, an estimated $114K.
Dimensional International Value ETF made up 0.38% of New Wave Wealth Advisors's portfolio in Q3 2026, its #55 holding.
New Wave Wealth Advisors first reported a position in Dimensional International Value ETF in Q3 2025 and has held it in 5 quarters since.
New Wave Wealth Advisors's Dimensional International Value ETF position peaked at $1.5M in Q2 2026.
516 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on New Wave Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.