Prism Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Prism 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	$18.7M	Sell	337,438 -36,574	-10%	-$2.09M	4.68%	2
2026 Q2	$20.2M	Sell	374,012 -43,351	-10%	-$2.38M	4.91%	6
2026 Q1	$22M	Sell	417,363 -13,892	-3%	-$736K	5.88%	2
2025 Q4	$21.5M	Sell	431,255 -3,836	-0.9%	-$182K	5.74%	2
2025 Q3	$20.1M	Sell	435,091 -5,554	-1%	-$248K	5.42%	2
2025 Q2	$18.9M	Sell	440,645 -86,307	-16%	-$3.52M	5.37%	4
2025 Q1	$20.7M	Sell	526,952 -11,572	-2%	-$442K	6.38%	5
2024 Q4	$19.1M	Buy	538,524 +46,298	+9%	+$1.7M	5.73%	6
2024 Q3	$18.7M	Buy	+492,226	New	+$18.2M	5.36%	5

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

Prism Advisors's DFIV Position: Q3 2026 in Review

Prism Advisors reduced its Dimensional International Value ETF (DFIV) stake by 9.8% in Q3 2026, selling an estimated $2.09M and leaving 337,438 shares worth $18.7M. The position accounts for 4.68% of the portfolio, ranked #2.

Prism Advisors first reported a position in DFIV in Q3 2024 and has held it in 9 quarters since. The position peaked at $22M in Q1 2026. 192 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

Prism Advisors held 337,438 shares of Dimensional International Value ETF worth $18.7M as of Q3 2026.
Prism Advisors sold 36,574 Dimensional International Value ETF shares in Q3 2026, an estimated $2.09M.
Dimensional International Value ETF made up 4.68% of Prism Advisors's portfolio in Q3 2026, its #2 holding.
Prism Advisors first reported a position in Dimensional International Value ETF in Q3 2024 and has held it in 9 quarters since.
Prism Advisors's Dimensional International Value ETF position peaked at $22M in Q1 2026.
192 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Prism Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.