CPG
DFIV icon

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
Q2 		$36.8K Buy
655
+181
+38% +$9.95K ﹤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

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

Cornerstone Planning Group's DFIV Position: Q2 2026 in Review

Cornerstone Planning Group increased its Dimensional International Value ETF (DFIV) stake by 38% in Q2 2026, buying an estimated $9.95K and bringing the position to 655 shares worth $36.8K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Cornerstone Planning Group first reported a position in DFIV in Q4 2022 and has held it in 7 quarters since. The position peaked at $59.5K in Q3 2025. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Cornerstone Planning Group held 655 shares of Dimensional International Value ETF worth $36.8K as of Q2 2026.
  • Cornerstone Planning Group bought 181 Dimensional International Value ETF shares in Q2 2026, an estimated $9.95K.
  • Dimensional International Value ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #480 holding.
  • Cornerstone Planning Group first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 7 quarters since.
  • Cornerstone Planning Group's Dimensional International Value ETF position peaked at $59.5K in Q3 2025.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.