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

Triumph 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
Q2 		$2.64M Buy
48,929
+4,972
+11% +$273K 0.48% 46
2026
Q1 		$2.32M Buy
43,957
+5,212
+13% +$276K 0.47% 42
2025
Q4 		$1.93M Buy
+38,745
New +$1.84M 0.42% 46

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
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
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
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

Triumph Capital Management's DFIV Position: Q2 2026 in Review

Triumph Capital Management increased its Dimensional International Value ETF (DFIV) stake by 11% in Q2 2026, buying an estimated $273K and bringing the position to 48,929 shares worth $2.64M. The position accounts for 0.48% of the portfolio, ranked #46.

Triumph Capital Management first reported a position in DFIV in Q4 2025 and has held it in 3 quarters since. 210 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Triumph Capital Management held 48,929 shares of Dimensional International Value ETF worth $2.64M as of Q2 2026.
  • Triumph Capital Management bought 4,972 Dimensional International Value ETF shares in Q2 2026, an estimated $273K.
  • Dimensional International Value ETF made up 0.48% of Triumph Capital Management's portfolio in Q2 2026, its #46 holding.
  • Triumph Capital Management first reported a position in Dimensional International Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 210 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.