SWIM
DFIV icon

Smallwood Wealth Investment Management’s Dimensional International Value ETF DFIV Stock Holding History

Smallwood Wealth Investment Management’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 		– Sell
-362
Closed -$19.1K – 534
2026
Q1 		$19.1K Buy
+362
New +$19.2K 0.01% 264

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

Smallwood Wealth Investment Management's DFIV Position: Q2 2026 in Review

Smallwood Wealth Investment Management sold out of Dimensional International Value ETF (DFIV) in Q2 2026, closing a stake of 362 shares — an estimated $19.1K sold.

Smallwood Wealth Investment Management first reported a position in DFIV in Q1 2026 and held it in 1 quarter. The position peaked at $19.1K in Q1 2026. 440 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Smallwood Wealth Investment Management reported no remaining Dimensional International Value ETF position as of Q2 2026 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 362 Dimensional International Value ETF shares in Q2 2026, an estimated $19.1K.
  • Smallwood Wealth Investment Management first reported a position in Dimensional International Value ETF in Q1 2026 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Dimensional International Value ETF position peaked at $19.1K in Q1 2026.
  • 440 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.