SWA
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Sax Wealth Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Sax Wealth 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 		$49.8M Buy
943,741
+47,500
+5% +$2.61M 2.03% 7
2026
Q1 		$44.7M Sell
896,241
-1,628
-0.2% -$86.3K 2.17% 7
2025
Q4 		$44.8M Buy
897,869
+87,727
+11% +$4.17M 2.11% 7
2025
Q3 		$37.4M Buy
810,142
+158,304
+24% +$7.08M 2.01% 8
2025
Q2 		$27.9M Buy
651,838
+148,763
+30% +$6.06M 1.69% 12
2025
Q1 		$19.8M Buy
503,075
+63,387
+14% +$2.42M 1.42% 14
2024
Q4 		$15.6M Buy
439,688
+76,723
+21% +$2.81M 1.22% 17
2024
Q3 		$13.8M Buy
362,965
+46,213
+15% +$1.71M 1.23% 18
2024
Q2 		$11.4M Buy
316,752
+33,013
+12% +$1.22M 1.08% 21
2024
Q1 		$10.4M Buy
283,739
+77,448
+38% +$2.68M 1.22% 18
2023
Q4 		$7.09M Buy
206,291
+20,343
+11% +$664K 1.16% 23
2023
Q3 		$6.07M Buy
185,948
+6,927
+4% +$231K 1.2% 23
2023
Q2 		$5.88M Sell
179,021
-1,712
-0.9% -$56.2K 1.17% 23
2023
Q1 		$5.83M Buy
180,733
+7,738
+4% +$250K 1.27% 22
2022
Q4 		$5.26M Buy
172,995
+2,127
+1% +$61.7K 1.21% 20
2022
Q3 		$4.4M Buy
170,868
+1,959
+1% +$56K 1.13% 19
2022
Q2 		$4.88M Buy
168,909
+4,228
+3% +$135K 1.24% 18
2022
Q1 		$5.51M Sell
164,681
-5,425
-3% -$183K 1.33% 18
2021
Q4 		$5.58M Buy
+170,106
New +$5.65M 1.16% 20

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
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
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
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Sax Wealth Advisors's DFIV Position: Q2 2026 in Review

Sax Wealth Advisors increased its Dimensional International Value ETF (DFIV) stake by 5.3% in Q2 2026, buying an estimated $2.61M and bringing the position to 943,741 shares worth $49.8M. The position accounts for 2.03% of the portfolio, ranked #7.

Sax Wealth Advisors first reported a position in DFIV in Q4 2021 and has held it in 19 quarters since. 199 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Sax Wealth Advisors held 943,741 shares of Dimensional International Value ETF worth $49.8M as of Q2 2026.
  • Sax Wealth Advisors bought 47,500 Dimensional International Value ETF shares in Q2 2026, an estimated $2.61M.
  • Dimensional International Value ETF made up 2.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • Sax Wealth Advisors first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 199 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.