Sunesis Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Sunesis 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 Q2	$881K	Hold	16,314	–	–	0.36%	30
2026 Q1	$861K	Sell	16,314 -6,339	-28%	-$336K	0.39%	28
2025 Q4	$1.13M	Hold	22,653	–	–	0.51%	25
2025 Q3	$1.04M	Buy	+22,653	New	+$1.01M	0.49%	26
2025 Q1	$892K	Hold	22,653	–	–	0.48%	28
2024 Q4	$804K	Hold	22,653	–	–	0.49%	27
2024 Q3	$863K	Hold	22,653	–	–	0.52%	27
2024 Q2	$814K	Hold	22,653	–	–	0.48%	30
2024 Q1	$832K	Buy	+22,653	New	+$785K	0.49%	32

Other funds holding DFIV

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return