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Aspiriant LLC’s Dimensional International Value ETF DFIV Stock Holding History

Aspiriant LLC’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 		$10.7M Sell
197,598
-8,194
-4% -$450K 0.26% 46
2026
Q1 		$10.9M Buy
205,792
+578
+0.3% +$30.6K 0.31% 42
2025
Q4 		$10.2M Buy
205,214
+2,787
+1% +$132K 0.29% 44
2025
Q3 		$9.34M Sell
202,427
-1,925
-0.9% -$86.1K 0.29% 44
2025
Q2 		$8.75M Sell
204,352
-4,695
-2% -$191K 0.28% 43
2025
Q1 		$8.23M Sell
209,047
-3,459
-2% -$132K 0.29% 42
2024
Q4 		$7.54M Buy
212,506
+1,291
+0.6% +$47.3K 0.27% 43
2024
Q3 		$8.04M Sell
211,215
-5,179
-2% -$192K 0.31% 41
2024
Q2 		$7.78M Sell
216,394
-11,487
-5% -$423K 0.32% 43
2024
Q1 		$8.37M Sell
227,881
-11,415
-5% -$396K 0.35% 40
2023
Q4 		$8.22M Sell
239,296
-3,595
-1% -$117K 0.37% 40
2023
Q3 		$7.92M Sell
242,891
-3,418
-1% -$114K 0.41% 37
2023
Q2 		$8.09M Buy
246,309
+2,991
+1% +$98.2K 0.41% 37
2023
Q1 		$7.84M Buy
243,318
+995
+0.4% +$32.1K 0.41% 38
2022
Q4 		$7.37M Sell
242,323
-6,164
-2% -$179K 0.38% 36
2022
Q3 		$6.4M Sell
248,487
-3,232
-1% -$92.4K 0.31% 40
2022
Q2 		$7.27M Sell
251,719
-7,649
-3% -$244K 0.35% 38
2022
Q1 		$8.68M Buy
259,368
+21,488
+9% +$725K 0.48% 31
2021
Q4 		$7.81M Buy
237,880
+66,444
+39% +$2.21M 0.42% 33
2021
Q3 		$5.61M Buy
+171,436
New +$5.66M 0.33% 37

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

Aspiriant LLC's DFIV Position: Q2 2026 in Review

Aspiriant LLC reduced its Dimensional International Value ETF (DFIV) stake by 4% in Q2 2026, selling an estimated $450K and leaving 197,598 shares worth $10.7M. The position accounts for 0.26% of the portfolio, ranked #46.

Aspiriant LLC first reported a position in DFIV in Q3 2021 and has held it in 20 quarters since. The position peaked at $10.9M in Q1 2026. 893 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Aspiriant LLC held 197,598 shares of Dimensional International Value ETF worth $10.7M as of Q2 2026.
  • Aspiriant LLC sold 8,194 Dimensional International Value ETF shares in Q2 2026, an estimated $450K.
  • Dimensional International Value ETF made up 0.26% of Aspiriant LLC's portfolio in Q2 2026, its #46 holding.
  • Aspiriant LLC first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 20 quarters since.
  • Aspiriant LLC's Dimensional International Value ETF position peaked at $10.9M in Q1 2026.
  • 893 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.