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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
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% -$2.17K 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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
TH
Team Hewins Redwood City, California $366M AUM 29.87% 1-Year Est. Return

TFC Financial Management's DFIV Position: Q2 2026 in Review

TFC Financial Management increased its Dimensional International Value ETF (DFIV) stake by 1.5% in Q2 2026, buying an estimated $2.14K and bringing the position to 2,666 shares worth $144K. The position accounts for 0.02% of the portfolio, ranked #174.

TFC Financial Management first reported a position in DFIV in Q3 2021 and has held it in 20 quarters since. The position peaked at $253K in Q3 2022. 512 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • TFC Financial Management held 2,666 shares of Dimensional International Value ETF worth $144K as of Q2 2026.
  • TFC Financial Management bought 39 Dimensional International Value ETF shares in Q2 2026, an estimated $2.14K.
  • Dimensional International Value ETF made up 0.02% of TFC Financial Management's portfolio in Q2 2026, its #174 holding.
  • TFC Financial Management first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 20 quarters since.
  • TFC Financial Management's Dimensional International Value ETF position peaked at $253K in Q3 2022.
  • 512 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.