TFO
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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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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. 804 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.
  • 804 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.