Patten Group’s Dimensional International Value ETF DFIV Stock Holding History

Patten Group’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	$530K	Buy	+9,482	New	+$541K	0.08%	213

Other funds holding DFIV

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

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 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

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Patten Group's DFIV Position: Q3 2026 in Review

Patten Group opened a new position in Dimensional International Value ETF (DFIV) in Q3 2026: 9,482 shares worth $530K. The stake represents 0.08% of the portfolio and ranks #213 among its holdings.

373 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

Patten Group held 9,482 shares of Dimensional International Value ETF worth $530K as of Q3 2026.
Dimensional International Value ETF was a new Patten Group position in Q3 2026.
Dimensional International Value ETF made up 0.08% of Patten Group's portfolio in Q3 2026, its #213 holding.
373 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Patten Group's 13F filing for Q3 2026, filed 26 Oct 2026.