Towneley Capital Management’s Dimensional International Value ETF DFIV Stock Holding History

Towneley Capital 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	$249K	Buy	4,462 +22	+0.5%	+$1.26K	0.05%	39
2026 Q2	$240K	Buy	4,440 +65	+1%	+$3.57K	0.05%	41
2026 Q1	$231K	Buy	4,375 +9	+0.2%	+$477	0.05%	38
2025 Q4	$218K	Buy	+4,366	New	+$207K	0.05%	38

Other funds holding DFIV

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

TFA

Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Towneley Capital Management's DFIV Position: Q3 2026 in Review

Towneley Capital Management increased its Dimensional International Value ETF (DFIV) stake by 0.5% in Q3 2026, buying an estimated $1.26K and bringing the position to 4,462 shares worth $249K. The position accounts for 0.05% of the portfolio, ranked #39.

Towneley Capital Management first reported a position in DFIV in Q4 2025 and has held it in 4 quarters since. 46 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

Towneley Capital Management held 4,462 shares of Dimensional International Value ETF worth $249K as of Q3 2026.
Towneley Capital Management bought 22 Dimensional International Value ETF shares in Q3 2026, an estimated $1.26K.
Dimensional International Value ETF made up 0.05% of Towneley Capital Management's portfolio in Q3 2026, its #39 holding.
Towneley Capital Management first reported a position in Dimensional International Value ETF in Q4 2025 and has held it in 4 quarters since.
46 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Towneley Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.