Orgel Wealth Management
DFIV icon

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

Orgel 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 		$214K Sell
3,825
-43
-1% -$2.46K ﹤0.01% 109
2026
Q2 		$209K Buy
+3,868
New +$213K ﹤0.01% 111

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Wealth Enhancement Advisory Services
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Sax Wealth Advisors
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Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Fiduciary Financial Group
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McGlone Suttner Wealth Management
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Forvis Mazars Wealth Advisors
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Hudock Inc
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Orgel Wealth Management's DFIV Position: Q3 2026 in Review

Orgel Wealth Management reduced its Dimensional International Value ETF (DFIV) stake by 1.1% in Q3 2026, selling an estimated $2.46K and leaving 3,825 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #109.

Orgel Wealth Management first reported a position in DFIV in Q2 2026 and has held it in 2 quarters since. 192 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • Orgel Wealth Management held 3,825 shares of Dimensional International Value ETF worth $214K as of Q3 2026.
  • Orgel Wealth Management sold 43 Dimensional International Value ETF shares in Q3 2026, an estimated $2.46K.
  • Dimensional International Value ETF made up ﹤0.01% of Orgel Wealth Management's portfolio in Q3 2026, its #109 holding.
  • Orgel Wealth Management first reported a position in Dimensional International Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 192 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Orgel Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.