Spire Wealth Management
DFIV icon

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

Spire Wealth 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
Q3 		$5.71M Sell
102,144
-376
-0.4% -$21.5K 0.17% 121
2026
Q2 		$5.54M Buy
102,520
+2,001
+2% +$110K 0.17% 131
2026
Q1 		$5.31M Sell
100,519
-22
-0% -$1.17K 0.18% 120
2025
Q4 		$5.02M Buy
100,541
+5,934
+6% +$282K 0.17% 123
2025
Q3 		$4.36M Sell
94,607
-2,221
-2% -$99.4K 0.15% 131
2025
Q2 		$4.15M Buy
96,828
+51
+0.1% +$2.08K 0.15% 129
2025
Q1 		$3.81M Sell
96,777
-5,484
-5% -$209K 0.12% 154
2024
Q4 		$3.63M Buy
102,261
+2,875
+3% +$105K 0.11% 156
2024
Q3 		$3.78M Sell
99,386
-7,497
-7% -$277K 0.13% 140
2024
Q2 		$3.84M Sell
106,883
-1,165
-1% -$42.9K 0.14% 154
2024
Q1 		$3.97M Buy
108,048
+2,774
+3% +$96.1K 0.07% 186
2023
Q4 		$3.52M Sell
105,274
-133
-0.1% -$4.34K 0.12% 182
2023
Q3 		$3.44M Buy
105,407
+1,201
+1% +$40K 0.13% 174
2023
Q2 		$3.42M Buy
104,206
+203
+0.2% +$6.67K 0.13% 160
2023
Q1 		$3.35M Buy
104,003
+29,211
+39% +$943K 0.13% 149
2022
Q4 		$2.27M Buy
74,792
+5,430
+8% +$158K 0.13% 144
2022
Q3 		$1.79M Sell
69,362
-27,424
-28% -$784K 0.11% 140
2022
Q2 		$2.8M Buy
+96,786
New +$3.09M 0.12% 167

Other funds holding DFIV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Spire Wealth Management's DFIV Position: Q3 2026 in Review

Spire Wealth Management reduced its Dimensional International Value ETF (DFIV) stake by 0.37% in Q3 2026, selling an estimated $21.5K and leaving 102,144 shares worth $5.71M. The position accounts for 0.17% of the portfolio, ranked #121.

Spire Wealth Management first reported a position in DFIV in Q2 2022 and has held it in 18 quarters since. 631 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • Spire Wealth Management held 102,144 shares of Dimensional International Value ETF worth $5.71M as of Q3 2026.
  • Spire Wealth Management sold 376 Dimensional International Value ETF shares in Q3 2026, an estimated $21.5K.
  • Dimensional International Value ETF made up 0.17% of Spire Wealth Management's portfolio in Q3 2026, its #121 holding.
  • Spire Wealth Management first reported a position in Dimensional International Value ETF in Q2 2022 and has held it in 18 quarters since.
  • 631 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.