VWA
DFIV icon

Valued Wealth Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Valued Wealth 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 		$4.46M Buy
82,598
+7
+0% +$385 1.62% 12
2026
Q1 		$4.36M Buy
82,591
+46,986
+132% +$2.49M 1.77% 11
2025
Q4 		$1.78M Sell
35,605
-599
-2% -$28.5K 0.78% 17
2025
Q3 		$1.67M Sell
36,204
-31
-0.1% -$1.39K 0.77% 17
2025
Q2 		$1.55M Buy
36,235
+18,868
+109% +$768K 0.81% 17
2025
Q1 		$684K Sell
17,367
-133
-0.8% -$5.08K 0.41% 23
2024
Q4 		$621K Sell
17,500
-150
-0.8% -$5.5K 0.39% 22
2024
Q3 		$672K Sell
17,650
-110
-0.6% -$4.07K 0.44% 22
2024
Q2 		$638K Buy
17,760
+324
+2% +$11.9K 0.44% 21
2024
Q1 		$641K Buy
17,436
+512
+3% +$17.7K 0.45% 20
2023
Q4 		$552K Buy
+16,924
New +$552K 0.51% 21

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
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

Valued Wealth Advisors's DFIV Position: Q2 2026 in Review

Valued Wealth Advisors increased its Dimensional International Value ETF (DFIV) stake by 0.01% in Q2 2026, buying an estimated $385 and bringing the position to 82,598 shares worth $4.46M. The position accounts for 1.62% of the portfolio, ranked #12.

Valued Wealth Advisors first reported a position in DFIV in Q4 2023 and has held it in 11 quarters since. 321 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Valued Wealth Advisors held 82,598 shares of Dimensional International Value ETF worth $4.46M as of Q2 2026.
  • Valued Wealth Advisors bought 7 Dimensional International Value ETF shares in Q2 2026, an estimated $385.
  • Dimensional International Value ETF made up 1.62% of Valued Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • Valued Wealth Advisors first reported a position in Dimensional International Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 321 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.