True Wealth Design’s Dimensional International Value ETF DFIV Stock Holding History

True Wealth Design’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	$168K	Hold	3,016	–	–	0.04%	150
2026 Q2	$163K	Buy	3,016 +13	+0.4%	+$714	0.04%	147
2026 Q1	$158K	Sell	3,003 -94	-3%	-$4.98K	0.04%	124
2025 Q4	$155K	Hold	3,097	–	–	0.05%	114
2025 Q3	$143K	Sell	3,097 -140	-4%	-$6.26K	0.04%	108
2025 Q2	$139K	Hold	3,237	–	–	0.05%	74
2025 Q1	$127K	Hold	3,237	–	–	0.05%	65
2024 Q4	$115K	Hold	3,237	–	–	0.04%	60
2024 Q3	$123K	Hold	3,237	–	–	0.05%	45
2024 Q2	$116K	Hold	3,237	–	–	0.03%	135
2024 Q1	$119K	Sell	3,237 -106	-3%	-$3.67K	0.03%	134
2023 Q4	$115K	Sell	3,343 -66	-2%	-$2.15K	0.03%	130
2023 Q3	$111K	Hold	3,409	–	–	0.04%	127
2023 Q2	$112K	Hold	3,409	–	–	0.04%	124
2023 Q1	$110K	Hold	3,409	–	–	0.05%	136
2022 Q4	$104K	Buy	+3,409	New	+$98.9K	0.05%	125

Other funds holding DFIV

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

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

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

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

True Wealth Design's DFIV Position: Q3 2026 in Review

True Wealth Design held its Dimensional International Value ETF (DFIV) position steady in Q3 2026 at 3,016 shares worth $168K. The position accounts for 0.04% of the portfolio, ranked #150.

True Wealth Design first reported a position in DFIV in Q4 2022 and has held it in 16 quarters since. 161 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

True Wealth Design held 3,016 shares of Dimensional International Value ETF worth $168K as of Q3 2026.
True Wealth Design left its Dimensional International Value ETF share count unchanged in Q3 2026.
Dimensional International Value ETF made up 0.04% of True Wealth Design's portfolio in Q3 2026, its #150 holding.
True Wealth Design first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 16 quarters since.
161 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.