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DFIV icon

Shearwater Capital’s Dimensional International Value ETF DFIV Stock Holding History

Shearwater Capital’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 		$18.5M Hold
342,478
– – 8.83% 3
2026
Q1 		$18.1M Sell
342,478
-405
-0.1% -$21.5K 9.48% 3
2025
Q4 		$17.1M Sell
342,883
-1,287
-0.4% -$61.2K 9.82% 3
2025
Q3 		$15.9M Sell
344,170
-9,283
-3% -$415K 9.42% 3
2025
Q2 		$15.1M Sell
353,453
-2,502
-0.7% -$102K 9.52% 3
2025
Q1 		$14M Sell
355,955
-1,000
-0.3% -$38.2K 9.84% 3
2024
Q4 		$12.7M Buy
356,955
+1,951
+0.5% +$71.5K 8.59% 3
2024
Q3 		$13.5M Sell
355,004
-2,802
-0.8% -$104K 9.32% 3
2024
Q2 		$12.9M Sell
357,806
-453
-0.1% -$16.7K 9.45% 3
2024
Q1 		$13.2M Sell
358,259
-1,556
-0.4% -$53.9K 9.7% 3
2023
Q4 		$12.4M Sell
359,815
-1,508
-0.4% -$49.2K 9.82% 3
2023
Q3 		$11.8M Sell
361,323
-7,187
-2% -$239K 10.65% 3
2023
Q2 		$12.1M Sell
368,510
-5,576
-1% -$183K 10.58% 3
2023
Q1 		$12.1M Sell
374,086
-5,512
-1% -$178K 11.2% 3
2022
Q4 		$11.6M Sell
379,598
-7,179
-2% -$208K 11.69% 3
2022
Q3 		$9.96M Buy
386,777
+32
+0% +$914 11.25% 3
2022
Q2 		$11.2M Buy
386,745
+276
+0.1% +$8.8K 12.04% 3
2022
Q1 		$12.9M Sell
386,469
-324
-0.1% -$10.9K 11.92% 3
2021
Q4 		$12.7M Buy
+386,793
New +$12.8M 10.94% 4

Other funds holding DFIV

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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return