TFC Financial Management
DFIV icon

TFC Financial Management’s Dimensional International Value ETF DFIV Stock Holding History

TFC Financial 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 		$150K Buy
2,680
+14
+0.5% +$799 0.02% 161
2026
Q2 		$144K Buy
2,666
+39
+1% +$2.14K 0.02% 174
2026
Q1 		$139K Sell
2,627
-407
-13% -$21.6K 0.02% 166
2025
Q4 		$151K Buy
3,034
+23
+0.8% +$1.09K 0.02% 155
2025
Q3 		$139K Buy
3,011
+13
+0.4% +$582 0.02% 158
2025
Q2 		$128K Buy
2,998
+52
+2% +$2.12K 0.02% 168
2025
Q1 		$116K Sell
2,946
-57
-2% -$2.18K 0.02% 176
2024
Q4 		$107K Buy
3,003
+30
+1% +$1.1K 0.02% 180
2024
Q3 		$113K Buy
2,973
+18
+0.6% +$666 0.02% 178
2024
Q2 		$106K Buy
2,955
+58
+2% +$2.14K 0.02% 165
2024
Q1 		$106K Buy
2,897
+6
+0.2% +$208 0.02% 171
2023
Q4 		$99.3K Buy
2,891
+28
+1% +$914 0.02% 171
2023
Q3 		$93.4K Buy
2,863
+25
+0.9% +$833 0.02% 171
2023
Q2 		$93.2K Buy
2,838
+51
+2% +$1.68K 0.02% 174
2023
Q1 		$89.8K Sell
2,787
-713
-20% -$23K 0.02% 178
2022
Q4 		$106K Sell
3,500
-6,303
-64% -$183K 0.03% 149
2022
Q3 		$253K Buy
9,803
+4,775
+95% +$136K 0.08% 79
2022
Q2 		$145K Sell
5,028
-139
-3% -$4.43K 0.04% 115
2022
Q1 		$173K Buy
5,167
+55
+1% +$1.86K 0.05% 112
2021
Q4 		$168K Buy
5,112
+211
+4% +$7K 0.05% 121
2021
Q3 		$160K Buy
+4,901
New +$162K 0.05% 116

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TFC Financial Management's DFIV Position: Q3 2026 in Review

TFC Financial Management increased its Dimensional International Value ETF (DFIV) stake by 0.53% in Q3 2026, buying an estimated $799 and bringing the position to 2,680 shares worth $150K. The position accounts for 0.02% of the portfolio, ranked #161.

TFC Financial Management first reported a position in DFIV in Q3 2021 and has held it in 21 quarters since. The position peaked at $253K in Q3 2022. 840 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • TFC Financial Management held 2,680 shares of Dimensional International Value ETF worth $150K as of Q3 2026.
  • TFC Financial Management bought 14 Dimensional International Value ETF shares in Q3 2026, an estimated $799.
  • Dimensional International Value ETF made up 0.02% of TFC Financial Management's portfolio in Q3 2026, its #161 holding.
  • TFC Financial Management first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 21 quarters since.
  • TFC Financial Management's Dimensional International Value ETF position peaked at $253K in Q3 2022.
  • 840 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.