Triangle Securities Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History

Triangle Securities Wealth 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	$2.55M	Buy	47,252 +4,445	+10%	+$244K	0.51%	58
2026 Q1	$2.26M	Buy	42,807 +3,857	+10%	+$204K	0.51%	58
2025 Q4	$1.94M	Sell	38,950 -1,180	-3%	-$56.1K	0.41%	64
2025 Q3	$1.85M	Buy	40,130 +1,087	+3%	+$48.6K	0.42%	66
2025 Q2	$1.67M	Buy	+39,043	New	+$1.59M	0.41%	67

Other funds holding DFIV

FFA

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

DFS

Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Triangle Securities Wealth Management's DFIV Position: Q2 2026 in Review

Triangle Securities Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 10% in Q2 2026, buying an estimated $244K and bringing the position to 47,252 shares worth $2.55M. The position accounts for 0.51% of the portfolio, ranked #58.

Triangle Securities Wealth Management first reported a position in DFIV in Q2 2025 and has held it in 5 quarters since. 199 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Triangle Securities Wealth Management held 47,252 shares of Dimensional International Value ETF worth $2.55M as of Q2 2026.
Triangle Securities Wealth Management bought 4,445 Dimensional International Value ETF shares in Q2 2026, an estimated $244K.
Dimensional International Value ETF made up 0.51% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #58 holding.
Triangle Securities Wealth Management first reported a position in Dimensional International Value ETF in Q2 2025 and has held it in 5 quarters since.
199 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.