Robertson Stephens Wealth Management
DFIV icon

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
Q3 		$3.46M Buy
62,030
+2,421
+4% +$138K 0.08% 154
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

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Robertson Stephens Wealth Management's DFIV Position: Q3 2026 in Review

Robertson Stephens Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 4.1% in Q3 2026, buying an estimated $138K and bringing the position to 62,030 shares worth $3.46M. The position accounts for 0.08% of the portfolio, ranked #154.

Robertson Stephens Wealth Management first reported a position in DFIV in Q3 2023 and has held it in 13 quarters since. 628 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • Robertson Stephens Wealth Management held 62,030 shares of Dimensional International Value ETF worth $3.46M as of Q3 2026.
  • Robertson Stephens Wealth Management bought 2,421 Dimensional International Value ETF shares in Q3 2026, an estimated $138K.
  • Dimensional International Value ETF made up 0.08% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #154 holding.
  • Robertson Stephens Wealth Management first reported a position in Dimensional International Value ETF in Q3 2023 and has held it in 13 quarters since.
  • 628 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.