Phillips Financial Management
DFIV icon

Phillips Financial Management’s Dimensional International Value ETF DFIV Stock Holding History

Phillips Financial 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 		$9.8M Sell
175,879
-7,877
-4% -$450K 0.75% 26
2026
Q2 		$9.9M Sell
183,756
-2,443
-1% -$134K 0.73% 28
2026
Q1 		$9.8M Sell
186,199
-2,310
-1% -$122K 0.71% 27
2025
Q4 		$9.41M Sell
188,509
-650
-0.3% -$30.9K 0.61% 33
2025
Q3 		$8.72M Buy
189,159
+3,182
+2% +$142K 0.58% 38
2025
Q2 		$7.97M Buy
185,977
+10,834
+6% +$441K 0.58% 39
2025
Q1 		$6.89M Buy
175,143
+3,653
+2% +$139K 0.53% 39
2024
Q4 		$6.08M Buy
171,490
+19,402
+13% +$711K 0.48% 42
2024
Q3 		$5.79M Buy
152,088
+163
+0.1% +$6.03K 0.45% 47
2024
Q2 		$5.46M Buy
151,925
+3,135
+2% +$115K 0.45% 48
2024
Q1 		$5.47M Buy
148,790
+577
+0.4% +$20K 0.45% 50
2023
Q4 		$5.09M Buy
148,213
+13,698
+10% +$447K 0.44% 50
2023
Q3 		$4.39M Buy
134,515
+3,441
+3% +$115K 0.42% 52
2023
Q2 		$4.31M Sell
131,074
-851
-0.6% -$27.9K 0.4% 51
2023
Q1 		$4.25M Sell
131,925
-1,032
-0.8% -$33.3K 0.41% 51
2022
Q4 		$4.04M Sell
132,957
-10,164
-7% -$295K 0.41% 51
2022
Q3 		$3.69M Buy
143,121
+3,904
+3% +$112K 0.41% 50
2022
Q2 		$4.02M Buy
139,217
+55,066
+65% +$1.76M 0.44% 45
2022
Q1 		$2.82M Buy
+84,151
New +$2.84M 0.27% 59

Other funds holding DFIV

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Hudock Inc
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

Phillips Financial Management's DFIV Position: Q3 2026 in Review

Phillips Financial Management reduced its Dimensional International Value ETF (DFIV) stake by 4.3% in Q3 2026, selling an estimated $450K and leaving 175,879 shares worth $9.8M. The position accounts for 0.75% of the portfolio, ranked #26.

Phillips Financial Management first reported a position in DFIV in Q1 2022 and has held it in 19 quarters since. The position peaked at $9.9M in Q2 2026. 225 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • Phillips Financial Management held 175,879 shares of Dimensional International Value ETF worth $9.8M as of Q3 2026.
  • Phillips Financial Management sold 7,877 Dimensional International Value ETF shares in Q3 2026, an estimated $450K.
  • Dimensional International Value ETF made up 0.75% of Phillips Financial Management's portfolio in Q3 2026, its #26 holding.
  • Phillips Financial Management first reported a position in Dimensional International Value ETF in Q1 2022 and has held it in 19 quarters since.
  • Phillips Financial Management's Dimensional International Value ETF position peaked at $9.9M in Q2 2026.
  • 225 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.