RTD Financial Advisors’s Dimensional International Value ETF DFIV Stock Holding History

RTD Financial 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 Q2	$3.88M	Buy	71,869 +25,318	+54%	+$1.39M	0.42%	45
2026 Q1	$2.46M	Buy	46,551 +21,598	+87%	+$1.14M	0.3%	49
2025 Q4	$1.25M	Buy	24,953 +16,257	+187%	+$773K	0.15%	62
2025 Q3	$401K	Hold	8,696	–	–	0.05%	85
2025 Q2	$372K	Hold	8,696	–	–	0.05%	84
2025 Q1	$342K	Sell	8,696 -982	-10%	-$37.5K	0.05%	94
2024 Q4	$343K	Hold	9,678	–	–	0.04%	97
2024 Q3	$369K	Hold	9,678	–	–	0.05%	98
2024 Q2	$348K	Hold	9,678	–	–	0.05%	96
2024 Q1	$356K	Hold	9,678	–	–	0.05%	89
2023 Q4	$333K	Hold	9,678	–	–	0.05%	89
2023 Q3	$316K	Hold	9,678	–	–	0.05%	89
2023 Q2	$318K	Sell	9,678 -421	-4%	-$13.8K	0.05%	90
2023 Q1	$325K	Sell	10,099 -409	-4%	-$13.2K	0.05%	84
2022 Q4	$319K	Hold	10,508	–	–	0.05%	85
2022 Q3	$271K	Sell	10,508 -576	-5%	-$16.5K	0.05%	84
2022 Q2	$320K	Hold	11,084	–	–	0.05%	90
2022 Q1	$371K	Sell	11,084 -149	-1%	-$5.03K	0.05%	91
2021 Q4	$369K	Buy	+11,233	New	+$373K	0.05%	90

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

RTD Financial Advisors's DFIV Position: Q2 2026 in Review

RTD Financial Advisors increased its Dimensional International Value ETF (DFIV) stake by 54% in Q2 2026, buying an estimated $1.39M and bringing the position to 71,869 shares worth $3.88M. The position accounts for 0.42% of the portfolio, ranked #45.

RTD Financial Advisors first reported a position in DFIV in Q4 2021 and has held it in 19 quarters since. 468 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

RTD Financial Advisors held 71,869 shares of Dimensional International Value ETF worth $3.88M as of Q2 2026.
RTD Financial Advisors bought 25,318 Dimensional International Value ETF shares in Q2 2026, an estimated $1.39M.
Dimensional International Value ETF made up 0.42% of RTD Financial Advisors's portfolio in Q2 2026, its #45 holding.
RTD Financial Advisors first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 19 quarters since.
468 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.