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

Strata 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 		$2.45M Buy
43,878
+785
+2% +$44.8K 0.58% 27
2026
Q2 		$2.33M Buy
43,093
+1,160
+3% +$63.8K 0.57% 26
2026
Q1 		$2.21M Sell
41,933
-1,772
-4% -$93.9K 0.61% 26
2025
Q4 		$2.18M Sell
43,705
-1,662
-4% -$79K 0.61% 26
2025
Q3 		$2.09M Sell
45,367
-420
-0.9% -$18.8K 0.55% 28
2025
Q2 		$1.96M Buy
45,787
+5,715
+14% +$233K 0.54% 26
2025
Q1 		$1.58M Buy
40,072
+7,323
+22% +$279K 0.49% 27
2024
Q4 		$1.16M Buy
32,749
+1,726
+6% +$63.3K 0.36% 33
2024
Q3 		$1.18M Buy
31,023
+4,946
+19% +$183K 0.38% 28
2024
Q2 		$937K Buy
26,077
+165
+0.6% +$6.08K 0.32% 33
2024
Q1 		$952K Buy
25,912
+279
+1% +$9.7K 0.34% 33
2023
Q4 		$881K Sell
25,633
-40,683
-61% -$1.33M 0.35% 31
2023
Q3 		$2.16M Buy
+66,316
New +$2.21M 1.04% 9
2023
Q1 		$824K Sell
25,555
-344
-1% -$11.1K 0.43% 22
2022
Q4 		$787K Buy
+25,899
New +$752K 0.44% 22

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
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 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
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Hudock Inc
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

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

Strata Wealth Advisors increased its Dimensional International Value ETF (DFIV) stake by 1.8% in Q3 2026, buying an estimated $44.8K and bringing the position to 43,878 shares worth $2.45M. The position accounts for 0.58% of the portfolio, ranked #27.

Strata Wealth Advisors first reported a position in DFIV in Q4 2022 and has held it in 15 quarters since. 192 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • Strata Wealth Advisors held 43,878 shares of Dimensional International Value ETF worth $2.45M as of Q3 2026.
  • Strata Wealth Advisors bought 785 Dimensional International Value ETF shares in Q3 2026, an estimated $44.8K.
  • Dimensional International Value ETF made up 0.58% of Strata Wealth Advisors's portfolio in Q3 2026, its #27 holding.
  • Strata Wealth Advisors first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 192 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Strata Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.