Tarbox Family Office’s Dimensional International Value ETF DFIV Stock Holding History

Tarbox Family Office’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
2025 Q4	–	Sell	-11,547	Closed	-$533K	–	109
2025 Q3	$533K	Hold	11,547	–	–	0.08%	68
2025 Q2	$495K	Sell	11,547 -242	-2%	-$9.86K	0.07%	70
2025 Q1	$464K	Sell	11,789 -1,153	-9%	-$44K	0.08%	71
2024 Q4	$459K	Hold	12,942	–	–	0.08%	73
2024 Q3	$493K	Buy	12,942 +80	+0.6%	+$2.96K	0.08%	68
2024 Q2	$462K	Buy	12,862 +250	+2%	+$9.21K	0.08%	66
2024 Q1	$463K	Sell	12,612 -568	-4%	-$19.7K	0.08%	69
2023 Q4	$453K	Buy	13,180 +127	+1%	+$4.14K	0.09%	62
2023 Q3	$426K	Buy	13,053 +114	+0.9%	+$3.8K	0.09%	67
2023 Q2	$425K	Hold	12,939	–	–	0.08%	71
2023 Q1	$417K	Hold	12,939	–	–	0.08%	63
2022 Q4	$393K	Hold	12,939	–	–	0.09%	64
2022 Q3	$374K	Hold	12,939	–	–	0.09%	62
2022 Q2	$374K	Buy	+12,939	New	+$413K	0.08%	76

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Tarbox Family Office's DFIV Position: Q4 2025 in Review

Tarbox Family Office sold out of Dimensional International Value ETF (DFIV) in Q4 2025, closing a stake of 11,547 shares — an estimated $533K sold.

Tarbox Family Office first reported a position in DFIV in Q2 2022 and held it in 14 quarters. The position peaked at $533K in Q3 2025. 800 funds tracked by Wall St. Rank hold DFIV as of Q4 2025.

Tarbox Family Office reported no remaining Dimensional International Value ETF position as of Q4 2025 after selling out during the quarter.
Tarbox Family Office sold 11,547 Dimensional International Value ETF shares in Q4 2025, an estimated $533K.
Tarbox Family Office first reported a position in Dimensional International Value ETF in Q2 2022 and held it in 14 quarters.
Tarbox Family Office's Dimensional International Value ETF position peaked at $533K in Q3 2025.
800 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2025.

Based on Tarbox Family Office's 13F filing for Q4 2025, filed 21 Jan 2026.