Tobias Financial Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Tobias Financial 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	$33M	Buy	610,701 +14,684	+2%	+$807K	4.19%	8
2026 Q1	$31.5M	Buy	596,017 +43,555	+8%	+$2.31M	4.38%	6
2025 Q4	$27.6M	Buy	552,462 +81,753	+17%	+$3.89M	3.89%	7
2025 Q3	$21.7M	Buy	470,709 +44,116	+10%	+$1.97M	3.3%	8
2025 Q2	$18.3M	Buy	426,593 +42,458	+11%	+$1.73M	3.13%	7
2025 Q1	$15.1M	Buy	384,135 +43,271	+13%	+$1.65M	2.94%	10
2024 Q4	$12.1M	Buy	340,864 +44,791	+15%	+$1.64M	2.43%	11
2024 Q3	$11.3M	Buy	296,073 +15,534	+6%	+$575K	2.26%	10
2024 Q2	$10.1M	Buy	280,539 +35,794	+15%	+$1.32M	2.17%	11
2024 Q1	$8.99M	Buy	244,745 +25,358	+12%	+$879K	2.04%	13
2023 Q4	$7.54M	Buy	219,387 +28,774	+15%	+$939K	1.84%	15
2023 Q3	$6.22M	Buy	190,613 +60,362	+46%	+$2.01M	1.63%	18
2023 Q2	$4.28M	Buy	130,251 +1,323	+1%	+$43.5K	1.15%	26
2023 Q1	$4.16M	Sell	128,928 -1,744	-1%	-$56.3K	1.22%	28
2022 Q4	$3.97M	Buy	130,672 +47,795	+58%	+$1.39M	1.31%	26
2022 Q3	$2.13M	Buy	82,877 +10,447	+14%	+$299K	0.75%	32
2022 Q2	$2.09M	Buy	+72,430	New	+$2.31M	0.7%	35

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Tobias Financial Advisors's DFIV Position: Q2 2026 in Review

Tobias Financial Advisors increased its Dimensional International Value ETF (DFIV) stake by 2.5% in Q2 2026, buying an estimated $807K and bringing the position to 610,701 shares worth $33M. The position accounts for 4.19% of the portfolio, ranked #8.

Tobias Financial Advisors first reported a position in DFIV in Q2 2022 and has held it in 17 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Tobias Financial Advisors held 610,701 shares of Dimensional International Value ETF worth $33M as of Q2 2026.
Tobias Financial Advisors bought 14,684 Dimensional International Value ETF shares in Q2 2026, an estimated $807K.
Dimensional International Value ETF made up 4.19% of Tobias Financial Advisors's portfolio in Q2 2026, its #8 holding.
Tobias Financial Advisors first reported a position in Dimensional International Value ETF in Q2 2022 and has held it in 17 quarters since.
892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.