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

West 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	$249K	Buy	4,607 +3,941	+592%	+$217K	0.04%	57
2026 Q1	$35.2K	Hold	666	–	–	0.01%	110
2025 Q4	$33.2K	Hold	666	–	–	0.01%	113
2025 Q3	$30.7K	Hold	666	–	–	0.01%	121
2025 Q2	$28.5K	Hold	666	–	–	0.01%	124
2025 Q1	$26.2K	Hold	666	–	–	0.01%	125
2024 Q4	$23.6K	Hold	666	–	–	﹤0.01%	128
2024 Q3	$25.4K	Hold	666	–	–	﹤0.01%	118
2024 Q2	$23.9K	Buy	+666	New	+$24.5K	0.01%	101

Other funds holding DFIV

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return