Creative Planning
DFIV icon

Creative Planning’s Dimensional International Value ETF DFIV Stock Holding History

Creative 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 		$183M Sell
3,381,003
-33,818
-1% -$1.86M 0.11% 90
2026
Q1 		$180M Sell
3,414,821
-16,842
-0.5% -$893K 0.12% 79
2025
Q4 		$171M Buy
3,431,663
+6,659
+0.2% +$316K 0.12% 79
2025
Q3 		$158M Sell
3,425,004
-72,360
-2% -$3.24M 0.12% 78
2025
Q2 		$150M Sell
3,497,364
-21,829
-0.6% -$889K 0.13% 74
2025
Q1 		$139M Sell
3,519,193
-29,025
-0.8% -$1.11M 0.13% 75
2024
Q4 		$126M Sell
3,548,218
-15,140
-0.4% -$555K 0.12% 78
2024
Q3 		$136M Sell
3,563,358
-53,561
-1% -$1.98M 0.13% 74
2024
Q2 		$130M Buy
3,616,919
+1,019,861
+39% +$37.6M 0.14% 72
2024
Q1 		$95.4M Sell
2,597,058
-63,270
-2% -$2.19M 0.11% 88
2023
Q4 		$91.4M Sell
2,660,328
-47,338
-2% -$1.54M 0.17% 79
2023
Q3 		$88.3M Sell
2,707,666
-14,101
-0.5% -$470K 0.12% 85
2023
Q2 		$89.4M Sell
2,721,767
-58,910
-2% -$1.93M 0.12% 81
2023
Q1 		$89.6M Sell
2,780,677
-687,035
-20% -$22.2M 0.13% 80
2022
Q4 		$105M Buy
3,467,712
+2,245,710
+184% +$65.2M 0.16% 70
2022
Q3 		$31.5M Sell
1,222,002
-11,370
-0.9% -$325K 0.05% 131
2022
Q2 		$35.6M Buy
1,233,372
+174,274
+16% +$5.56M 0.06% 131
2022
Q1 		$35.5M Buy
1,059,098
+77,820
+8% +$2.63M 0.05% 135
2021
Q4 		$32.2M Sell
981,278
-10,796
-1% -$358K 0.05% 134
2021
Q3 		$32.5M Buy
+992,074
New +$32.8M 0.06% 122

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

Creative Planning's DFIV Position: Q2 2026 in Review

Creative Planning reduced its Dimensional International Value ETF (DFIV) stake by 0.99% in Q2 2026, selling an estimated $1.86M and leaving 3,381,003 shares worth $183M. The position accounts for 0.11% of the portfolio, ranked #90.

Creative Planning first reported a position in DFIV in Q3 2021 and has held it in 20 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Creative Planning held 3,381,003 shares of Dimensional International Value ETF worth $183M as of Q2 2026.
  • Creative Planning sold 33,818 Dimensional International Value ETF shares in Q2 2026, an estimated $1.86M.
  • Dimensional International Value ETF made up 0.11% of Creative Planning's portfolio in Q2 2026, its #90 holding.
  • Creative Planning first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 20 quarters since.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.