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

Robertson Stephens 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	$3.22M	Buy	59,609 +30	+0.1%	+$1.65K	0.08%	169
2026 Q1	$3.14M	Sell	59,579 -378	-0.6%	-$20K	0.09%	161
2025 Q4	$2.99M	Buy	59,957 +397	+0.7%	+$18.9K	0.08%	167
2025 Q3	$2.75M	Sell	59,560 -3,319	-5%	-$148K	0.08%	152
2025 Q2	$2.69M	Sell	62,879 -1,399	-2%	-$57K	0.09%	158
2025 Q1	$2.53M	Buy	64,278 +17	+0%	+$649	0.09%	172
2024 Q4	$2.28M	Buy	64,261 +52	+0.1%	+$1.91K	0.08%	183
2024 Q3	$2.45M	Sell	64,209 -1,902	-3%	-$70.4K	0.09%	174
2024 Q2	$2.38M	Sell	66,111 -3,129	-5%	-$115K	0.12%	134
2024 Q1	$2.54M	Sell	69,240 -26,352	-28%	-$913K	0.13%	132
2023 Q4	$3.28M	Buy	95,592 +2,689	+3%	+$87.7K	0.2%	92
2023 Q3	$3.03M	Buy	+92,903	New	+$3.1M	0.2%	102

Other funds holding DFIV

FFA

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Team Hewins Redwood City, California $366M AUM 29.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Robertson Stephens Wealth Management's DFIV Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 0.05% in Q2 2026, buying an estimated $1.65K and bringing the position to 59,609 shares worth $3.22M. The position accounts for 0.08% of the portfolio, ranked #169.

Robertson Stephens Wealth Management first reported a position in DFIV in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.28M in Q4 2023. 468 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Robertson Stephens Wealth Management held 59,609 shares of Dimensional International Value ETF worth $3.22M as of Q2 2026.
Robertson Stephens Wealth Management bought 30 Dimensional International Value ETF shares in Q2 2026, an estimated $1.65K.
Dimensional International Value ETF made up 0.08% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #169 holding.
Robertson Stephens Wealth Management first reported a position in Dimensional International Value ETF in Q3 2023 and has held it in 12 quarters since.
Robertson Stephens Wealth Management's Dimensional International Value ETF position peaked at $3.28M in Q4 2023.
468 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.