Sax Wealth Advisors
DFIV icon

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
Q3 		$63.6M Buy
1,138,487
+194,746
+21% +$11.1M 1.81% 8
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

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $249M AUM 21.43% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Sax Wealth Advisors's DFIV Position: Q3 2026 in Review

Sax Wealth Advisors increased its Dimensional International Value ETF (DFIV) stake by 21% in Q3 2026, buying an estimated $11.1M and bringing the position to 1,138,487 shares worth $63.6M. The position accounts for 1.81% of the portfolio, ranked #8.

Sax Wealth Advisors first reported a position in DFIV in Q4 2021 and has held it in 20 quarters since. 296 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • Sax Wealth Advisors held 1,138,487 shares of Dimensional International Value ETF worth $63.6M as of Q3 2026.
  • Sax Wealth Advisors bought 194,746 Dimensional International Value ETF shares in Q3 2026, an estimated $11.1M.
  • Dimensional International Value ETF made up 1.81% of Sax Wealth Advisors's portfolio in Q3 2026, its #8 holding.
  • Sax Wealth Advisors first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 20 quarters since.
  • 296 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.