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Destiny Wealth Partners’s Dimensional International Value ETF DFIV Stock Holding History

Destiny Wealth Partners’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 		$13.7M Sell
239,939
-6,400
-3% -$352K 1.94% 16
2026
Q1 		$13M Sell
246,339
-4,905
-2% -$260K 1.42% 21
2025
Q4 		$13.2M Buy
251,244
+64,687
+35% +$3.07M 1.51% 23
2025
Q3 		$8.6M Buy
186,557
+4,576
+3% +$205K 1.05% 34
2025
Q2 		$7.79M Sell
181,981
-3,709
-2% -$151K 1.05% 35
2025
Q1 		$7.31M Sell
185,690
-21,603
-10% -$824K 1.16% 28
2024
Q4 		$7.35M Buy
207,293
+5,926
+3% +$217K 1.2% 29
2024
Q3 		$7.67M Buy
201,367
+1,440
+0.7% +$53.3K 1.34% 27
2024
Q2 		$7.19M Buy
199,927
+5,325
+3% +$196K 1.29% 28
2024
Q1 		$7.15M Sell
194,602
-25,972
-12% -$900K 1.28% 33
2023
Q4 		$7.53M Buy
220,574
+16,660
+8% +$544K 1.42% 30
2023
Q3 		$6.65M Buy
203,914
+15,652
+8% +$522K 1.34% 29
2023
Q2 		$6.41M Sell
188,262
-203,146
-52% -$6.67M 1.23% 29
2023
Q1 		$12.6M Buy
391,408
+31,823
+9% +$1.03M 2.61% 8
2022
Q4 		$10.9M Buy
+359,585
New +$10.4M 2.37% 11

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

Destiny Wealth Partners's DFIV Position: Q2 2026 in Review

Destiny Wealth Partners reduced its Dimensional International Value ETF (DFIV) stake by 2.6% in Q2 2026, selling an estimated $352K and leaving 239,939 shares worth $13.7M. The position accounts for 1.94% of the portfolio, ranked #16.

Destiny Wealth Partners first reported a position in DFIV in Q4 2022 and has held it in 15 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Destiny Wealth Partners held 239,939 shares of Dimensional International Value ETF worth $13.7M as of Q2 2026.
  • Destiny Wealth Partners sold 6,400 Dimensional International Value ETF shares in Q2 2026, an estimated $352K.
  • Dimensional International Value ETF made up 1.94% of Destiny Wealth Partners's portfolio in Q2 2026, its #16 holding.
  • Destiny Wealth Partners first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.