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Action Point Financial Planning’s Dimensional International Value ETF DFIV Stock Holding History

Action Point Financial Planning’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 		$159K Buy
+2,941
New +$162K 0.02% 492

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Action Point Financial Planning's DFIV Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Dimensional International Value ETF (DFIV) in Q2 2026: 2,941 shares worth $159K. The stake represents 0.02% of the portfolio and ranks #492 among its holdings.

890 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Action Point Financial Planning held 2,941 shares of Dimensional International Value ETF worth $159K as of Q2 2026.
  • Dimensional International Value ETF was a new Action Point Financial Planning position in Q2 2026.
  • Dimensional International Value ETF made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #492 holding.
  • 890 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.