FLI
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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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Family Legacy Inc's DFIV Position: Q1 2026 in Review

Family Legacy Inc reduced its Dimensional International Value ETF (DFIV) stake by 4.5% in Q1 2026, selling an estimated $358K and leaving 141,756 shares worth $7.48M. The position accounts for 2.25% of the portfolio, ranked #6.

Family Legacy Inc first reported a position in DFIV in Q1 2023 and has held it in 13 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • Family Legacy Inc held 141,756 shares of Dimensional International Value ETF worth $7.48M as of Q1 2026.
  • Family Legacy Inc sold 6,755 Dimensional International Value ETF shares in Q1 2026, an estimated $358K.
  • Dimensional International Value ETF made up 2.25% of Family Legacy Inc's portfolio in Q1 2026, its #6 holding.
  • Family Legacy Inc first reported a position in Dimensional International Value ETF in Q1 2023 and has held it in 13 quarters since.
  • 849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Family Legacy Inc's 13F filing for Q1 2026, filed 12 May 2026.