Family Legacy Inc’s Dimensional International Value ETF DFIV Stock Holding History

Family Legacy Inc’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	$7.6M	Sell	140,688 -1,068	-0.8%	-$58.7K	2.03%	11
2026 Q1	$7.48M	Sell	141,756 -6,755	-5%	-$358K	2.25%	6
2025 Q4	$7.41M	Sell	148,511 -1,446	-1%	-$68.7K	2.22%	8
2025 Q3	$6.92M	Sell	149,957 -2,826	-2%	-$126K	2.11%	8
2025 Q2	$6.54M	Buy	152,783 +2,233	+1%	+$91K	2.13%	6
2025 Q1	$5.93M	Buy	150,550 +87,571	+139%	+$3.34M	2.03%	8
2024 Q4	$2.26M	Buy	62,979 +7,299	+13%	+$268K	0.76%	48
2024 Q3	$2.12M	Buy	55,680 +246	+0.4%	+$9.1K	0.7%	55
2024 Q2	$1.99M	Buy	55,434 +911	+2%	+$33.5K	0.71%	54
2024 Q1	$2M	Buy	54,523 +470	+0.9%	+$16.3K	0.72%	56
2023 Q4	$1.86M	Buy	54,053 +1,429	+3%	+$46.6K	0.71%	54
2023 Q3	$1.72M	Buy	52,624 +4,695	+10%	+$156K	0.72%	55
2023 Q2	$1.57M	Buy	47,929 +37,144	+344%	+$1.22M	0.63%	58
2023 Q1	$348K	Buy	+10,785	New	+$348K	0.15%	99

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

Family Legacy Inc's DFIV Position: Q2 2026 in Review

Family Legacy Inc reduced its Dimensional International Value ETF (DFIV) stake by 0.75% in Q2 2026, selling an estimated $58.7K and leaving 140,688 shares worth $7.6M. The position accounts for 2.03% of the portfolio, ranked #11.

Family Legacy Inc first reported a position in DFIV in Q1 2023 and has held it in 14 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Family Legacy Inc held 140,688 shares of Dimensional International Value ETF worth $7.6M as of Q2 2026.
Family Legacy Inc sold 1,068 Dimensional International Value ETF shares in Q2 2026, an estimated $58.7K.
Dimensional International Value ETF made up 2.03% of Family Legacy Inc's portfolio in Q2 2026, its #11 holding.
Family Legacy Inc first reported a position in Dimensional International Value ETF in Q1 2023 and has held it in 14 quarters since.
894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Family Legacy Inc's 13F filing for Q2 2026, filed 6 Aug 2026.