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 Q2	$209K	Buy	+3,868	New	+$213K	﹤0.01%	111

Other funds holding DFIV

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Evanson Financial Mclean, Virginia $2.04B AUM

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Orgel Wealth Management's DFIV Position: Q2 2026 in Review

Orgel Wealth Management opened a new position in Dimensional International Value ETF (DFIV) in Q2 2026: 3,868 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #111 among its holdings.

170 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Orgel Wealth Management held 3,868 shares of Dimensional International Value ETF worth $209K as of Q2 2026.
Dimensional International Value ETF was a new Orgel Wealth Management position in Q2 2026.
Dimensional International Value ETF made up ﹤0.01% of Orgel Wealth Management's portfolio in Q2 2026, its #111 holding.
170 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.