Wealth Enhancement Advisory Services
DFIV icon

Wealth Enhancement Advisory Services’s Dimensional International Value ETF DFIV Stock Holding History

Wealth Enhancement Advisory Services’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 		$96.6M Buy
1,748,128
+297,154
+20% +$17M 0.14% 133
2026
Q2 		$80.4M Buy
1,450,974
+254,209
+21% +$14M 0.13% 130
2026
Q1 		$63.6M Sell
1,196,765
-822,672
-41% -$43.6M 0.13% 144
2025
Q4 		$102M Sell
2,019,437
-73,576
-4% -$3.5M 0.14% 129
2025
Q3 		$96.8M Buy
2,093,013
+27,977
+1% +$1.25M 0.15% 134
2025
Q2 		$89.4M Buy
2,065,036
+69,386
+3% +$2.83M 0.15% 136
2025
Q1 		$78.5M Buy
1,995,650
+10,686
+0.5% +$408K 0.15% 135
2024
Q4 		$70.4M Buy
1,984,964
+75,116
+4% +$2.75M 0.13% 148
2024
Q3 		$72.7M Sell
1,909,848
-142,939
-7% -$5.29M 0.16% 132
2024
Q2 		$73.8M Buy
2,052,787
+10,791
+0.5% +$397K 0.18% 117
2024
Q1 		$75M Sell
2,041,996
-34,722
-2% -$1.2M 0.19% 110
2023
Q4 		$71.4M Sell
2,076,718
-52,581
-2% -$1.72M 0.21% 109
2023
Q3 		$69.5M Buy
+2,129,299
New +$70.9M 0.23% 93

Other funds holding DFIV

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Wealth Enhancement Advisory Services's DFIV Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Dimensional International Value ETF (DFIV) stake by 20% in Q3 2026, buying an estimated $17M and bringing the position to 1,748,128 shares worth $96.6M. The position accounts for 0.14% of the portfolio, ranked #133.

Wealth Enhancement Advisory Services first reported a position in DFIV in Q3 2023 and has held it in 13 quarters since. The position peaked at $102M in Q4 2025. 102 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • Wealth Enhancement Advisory Services held 1,748,128 shares of Dimensional International Value ETF worth $96.6M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 297,154 Dimensional International Value ETF shares in Q3 2026, an estimated $17M.
  • Dimensional International Value ETF made up 0.14% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #133 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dimensional International Value ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Dimensional International Value ETF position peaked at $102M in Q4 2025.
  • 102 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.