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Samalin Investment Counsel’s Dimensional International Value ETF DFIV Stock Holding History

Samalin Investment Counsel’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 		$448K Buy
8,292
+30
+0.4% +$1.65K 0.14% 179
2026
Q1 		$436K Buy
8,262
+70
+0.9% +$3.71K 0.15% 184
2025
Q4 		$409K Buy
8,192
+290
+4% +$13.8K 0.15% 195
2025
Q3 		$364K Buy
7,902
+165
+2% +$7.38K 0.13% 220
2025
Q2 		$331K Sell
7,737
-254
-3% -$10.3K 0.13% 236
2025
Q1 		$315K Sell
7,991
-2,459
-24% -$93.8K 0.13% 235
2024
Q4 		$371K Sell
10,450
-816
-7% -$29.9K 0.16% 194
2024
Q3 		$429K Buy
11,266
+148
+1% +$5.47K 0.19% 181
2024
Q2 		$400K Sell
11,118
-81
-0.7% -$2.98K 0.19% 185
2024
Q1 		$412K Buy
11,199
+653
+6% +$22.6K 0.2% 175
2023
Q4 		$362K Buy
10,546
+552
+6% +$18K 0.18% 189
2023
Q3 		$326K Sell
9,994
-1,451
-13% -$48.3K 0.19% 167
2023
Q2 		$376K Buy
11,445
+176
+2% +$5.78K 0.2% 141
2023
Q1 		$363K Buy
11,269
+491
+5% +$15.8K 0.22% 135
2022
Q4 		$328K Buy
+10,778
New +$313K 0.21% 144

Other funds holding DFIV

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
FG
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
AC
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
TH
Team Hewins Redwood City, California $366M AUM 29.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Samalin Investment Counsel's DFIV Position: Q2 2026 in Review

Samalin Investment Counsel increased its Dimensional International Value ETF (DFIV) stake by 0.36% in Q2 2026, buying an estimated $1.65K and bringing the position to 8,292 shares worth $448K. The position accounts for 0.14% of the portfolio, ranked #179.

Samalin Investment Counsel first reported a position in DFIV in Q4 2022 and has held it in 15 quarters since. 417 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Samalin Investment Counsel held 8,292 shares of Dimensional International Value ETF worth $448K as of Q2 2026.
  • Samalin Investment Counsel bought 30 Dimensional International Value ETF shares in Q2 2026, an estimated $1.65K.
  • Dimensional International Value ETF made up 0.14% of Samalin Investment Counsel's portfolio in Q2 2026, its #179 holding.
  • Samalin Investment Counsel first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 417 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.