Cornerstone Planning Group’s Dimensional International Value ETF DFIV Stock Holding History

Cornerstone Planning Group’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	–	Sell	-655	Closed	-$36.8K	–	548
2026 Q2	$36.8K	Buy	655 +181	+38%	+$9.9K	﹤0.01%	480
2026 Q1	$25.9K	Buy	474 +1	+0.2%	+$53	﹤0.01%	590
2025 Q4	$25K	Sell	473 -332	-41%	-$15.8K	﹤0.01%	529
2025 Q3	$59.5K	Buy	805 +338	+72%	+$15.1K	0.01%	300
2025 Q2	$20.3K	Buy	467 +8	+2%	+$326	﹤0.01%	414
2025 Q1	$18.1K	Buy	+459	New	+$17.5K	﹤0.01%	435
2022 Q4	$58.2K	Buy	+1,797	New	+$52.2K	0.02%	243

Other funds holding DFIV

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

DFS

Dixon Fnancial Services Lafayette, California $249M AUM 21.43% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Cornerstone Planning Group's DFIV Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Dimensional International Value ETF (DFIV) in Q3 2026, closing a stake of 655 shares — an estimated $36.8K sold.

Cornerstone Planning Group first reported a position in DFIV in Q4 2022 and held it in 7 quarters. The position peaked at $59.5K in Q3 2025. 296 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

Cornerstone Planning Group reported no remaining Dimensional International Value ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 655 Dimensional International Value ETF shares in Q3 2026, an estimated $36.8K.
Cornerstone Planning Group first reported a position in Dimensional International Value ETF in Q4 2022 and held it in 7 quarters.
Cornerstone Planning Group's Dimensional International Value ETF position peaked at $59.5K in Q3 2025.
296 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.