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

Trinity 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	$36.1M	Buy	668,402 +6,234	+0.9%	+$343K	9.28%	2
2026 Q1	$34.9M	Buy	662,168 +518	+0.1%	+$27.5K	9.95%	2
2025 Q4	$33M	Buy	661,650 +9,602	+1%	+$456K	9.23%	2
2025 Q3	$30.1M	Buy	652,048 +8,540	+1%	+$382K	8.68%	2
2025 Q2	$27.6M	Buy	643,508 +8,117	+1%	+$331K	8.44%	2
2025 Q1	$24.4M	Buy	635,391 +34,836	+6%	+$1.33M	8.8%	2
2024 Q4	$21.2M	Sell	600,555 -18,351	-3%	-$673K	8.07%	2
2024 Q3	$21.6M	Buy	618,906 +16,812	+3%	+$622K	9.69%	2
2024 Q2	$21.6M	Buy	602,094 +11,896	+2%	+$438K	9.69%	2
2024 Q1	$21.7M	Buy	590,198 +22,833	+4%	+$791K	9.76%	2
2023 Q4	$19.5M	Buy	567,365 +175,547	+45%	+$5.73M	9.51%	2
2023 Q3	$12.8M	Buy	391,818 +67,821	+21%	+$2.26M	6.79%	5
2023 Q2	$10.6M	Buy	323,997 +65,524	+25%	+$2.15M	5.71%	6
2023 Q1	$8.33M	Buy	258,473 +71,932	+39%	+$2.32M	5.09%	6
2022 Q4	$5.67M	Buy	+186,541	New	+$5.41M	3.73%	7

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 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

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Team Hewins Redwood City, California $366M AUM 29.87% 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

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

Trinity Financial Advisors increased its Dimensional International Value ETF (DFIV) stake by 0.94% in Q2 2026, buying an estimated $343K and bringing the position to 668,402 shares worth $36.1M. The position accounts for 9.28% of the portfolio, ranked #2.

Trinity Financial Advisors first reported a position in DFIV in Q4 2022 and has held it in 15 quarters since. 468 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Trinity Financial Advisors held 668,402 shares of Dimensional International Value ETF worth $36.1M as of Q2 2026.
Trinity Financial Advisors bought 6,234 Dimensional International Value ETF shares in Q2 2026, an estimated $343K.
Dimensional International Value ETF made up 9.28% of Trinity Financial Advisors's portfolio in Q2 2026, its #2 holding.
Trinity Financial Advisors first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 15 quarters since.
468 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Trinity Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.