Root Financial Partners’s Dimensional International Value ETF DFIV Stock Holding History

Root Financial Partners’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	$72.4M	Buy	1,295,319 +115,424	+10%	+$6.59M	2.43%	10
2026 Q2	$63.7M	Buy	1,179,895 +307,236	+35%	+$16.9M	2.48%	10
2026 Q1	$46.1M	Buy	872,659 +47,365	+6%	+$2.51M	2.13%	12
2025 Q4	$41.2M	Buy	825,294 +44,900	+6%	+$2.13M	2.1%	13
2025 Q3	$36M	Buy	780,394 +187,437	+32%	+$8.39M	2.22%	12
2025 Q2	$25.4M	Sell	592,957 -65,253	-10%	-$2.66M	2.45%	10
2025 Q1	$25.9M	Buy	658,210 +43,300	+7%	+$1.65M	2.76%	10
2024 Q4	$21.8M	Buy	614,910 +147,467	+32%	+$5.41M	2.7%	10
2024 Q3	$17.8M	Buy	467,443 +133,765	+40%	+$4.95M	2.85%	10
2024 Q2	$12M	Buy	333,678 +80,298	+32%	+$2.96M	2.81%	10
2024 Q1	$9.31M	Buy	253,380 +46,483	+22%	+$1.61M	2.76%	9
2023 Q4	$7.11M	Buy	206,897 +54,255	+36%	+$1.77M	2.67%	10
2023 Q3	$4.98M	Buy	152,642 +42,260	+38%	+$1.41M	2.64%	10
2023 Q2	$3.63M	Buy	110,382 +26,394	+31%	+$867K	2.16%	10
2023 Q1	$2.71M	Buy	+83,988	New	+$2.71M	1.93%	10

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

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 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's DFIV Position: Q3 2026 in Review

Root Financial Partners increased its Dimensional International Value ETF (DFIV) stake by 9.8% in Q3 2026, buying an estimated $6.59M and bringing the position to 1,295,319 shares worth $72.4M. The position accounts for 2.43% of the portfolio, ranked #10.

Root Financial Partners first reported a position in DFIV in Q1 2023 and has held it in 15 quarters since. 416 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

Root Financial Partners held 1,295,319 shares of Dimensional International Value ETF worth $72.4M as of Q3 2026.
Root Financial Partners bought 115,424 Dimensional International Value ETF shares in Q3 2026, an estimated $6.59M.
Dimensional International Value ETF made up 2.43% of Root Financial Partners's portfolio in Q3 2026, its #10 holding.
Root Financial Partners first reported a position in Dimensional International Value ETF in Q1 2023 and has held it in 15 quarters since.
416 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.