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

Trademark 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 		$12.8M Buy
237,066
+39,004
+20% +$2.14M 5.24% 4
2026
Q1 		$10.5M Buy
198,062
+40,359
+26% +$2.14M 5.12% 4
2025
Q4 		$7.87M Buy
157,703
+17,986
+13% +$855K 4.33% 5
2025
Q3 		$6.44M Buy
139,717
+8,566
+7% +$383K 3.75% 4
2025
Q2 		$5.62M Buy
131,151
+76,965
+142% +$3.13M 3.43% 6
2025
Q1 		$2.13M Buy
54,186
+40,100
+285% +$1.53M 1.63% 19
2024
Q4 		$500K Sell
14,086
-25,021
-64% -$918K 0.4% 52
2024
Q3 		$1.49M Buy
39,107
+7,896
+25% +$292K 1.18% 19
2024
Q2 		$1.12M Buy
31,211
+594
+2% +$21.9K 0.91% 24
2024
Q1 		$1.13M Buy
30,617
+353
+1% +$12.2K 0.93% 25
2023
Q4 		$1.04M Buy
+30,264
New +$988K 0.76% 29

Other funds holding DFIV

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

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

Trademark Financial Management increased its Dimensional International Value ETF (DFIV) stake by 20% in Q2 2026, buying an estimated $2.14M and bringing the position to 237,066 shares worth $12.8M. The position accounts for 5.24% of the portfolio, ranked #4.

Trademark Financial Management first reported a position in DFIV in Q4 2023 and has held it in 11 quarters since. 465 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Trademark Financial Management held 237,066 shares of Dimensional International Value ETF worth $12.8M as of Q2 2026.
  • Trademark Financial Management bought 39,004 Dimensional International Value ETF shares in Q2 2026, an estimated $2.14M.
  • Dimensional International Value ETF made up 5.24% of Trademark Financial Management's portfolio in Q2 2026, its #4 holding.
  • Trademark Financial Management first reported a position in Dimensional International Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 465 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.