Elser Financial Planning’s Dimensional International Value ETF DFIV Stock Holding History

Elser Financial 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	$774K	Hold	14,325	–	–	0.03%	58
2026 Q1	$756K	Buy	14,325 +6,536	+84%	+$346K	0.04%	56
2025 Q4	$389K	Hold	7,789	–	–	0.28%	48
2025 Q3	$359K	Hold	7,789	–	–	0.43%	43
2025 Q2	$334K	Hold	7,789	–	–	0.42%	46
2025 Q1	$307K	Sell	7,789 -13,710	-64%	-$523K	0.42%	45
2024 Q4	$763K	Buy	21,499 +13,710	+176%	+$503K	0.05%	45
2024 Q3	$297K	Sell	7,789 -5,921	-43%	-$219K	0.43%	44
2024 Q2	$493K	Buy	+13,710	New	+$505K	0.08%	52

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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 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

Elser Financial Planning's DFIV Position: Q2 2026 in Review

Elser Financial Planning held its Dimensional International Value ETF (DFIV) position steady in Q2 2026 at 14,325 shares worth $774K. The position accounts for 0.03% of the portfolio, ranked #58.

Elser Financial Planning first reported a position in DFIV in Q2 2024 and has held it in 9 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Elser Financial Planning held 14,325 shares of Dimensional International Value ETF worth $774K as of Q2 2026.
Elser Financial Planning left its Dimensional International Value ETF share count unchanged in Q2 2026.
Dimensional International Value ETF made up 0.03% of Elser Financial Planning's portfolio in Q2 2026, its #58 holding.
Elser Financial Planning first reported a position in Dimensional International Value ETF in Q2 2024 and has held it in 9 quarters since.
892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.