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

Golden Bell 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 Q1	$482K	Hold	9,130	–	–	0.38%	25
2025 Q4	$456K	Buy	9,130 +311	+4%	+$14.8K	0.38%	26
2025 Q3	$407K	Sell	8,819 -398	-4%	-$17.8K	0.35%	26
2025 Q2	$395K	Buy	9,217 +73	+0.8%	+$2.97K	0.37%	25
2025 Q1	$360K	Buy	9,144 +209	+2%	+$7.97K	0.35%	26
2024 Q4	$317K	Buy	+8,935	New	+$328K	0.32%	27

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Golden Bell Financial Planning's DFIV Position: Q1 2026 in Review

Golden Bell Financial Planning held its Dimensional International Value ETF (DFIV) position steady in Q1 2026 at 9,130 shares worth $482K. The position accounts for 0.38% of the portfolio, ranked #25.

Golden Bell Financial Planning first reported a position in DFIV in Q4 2024 and has held it in 6 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

Golden Bell Financial Planning held 9,130 shares of Dimensional International Value ETF worth $482K as of Q1 2026.
Golden Bell Financial Planning left its Dimensional International Value ETF share count unchanged in Q1 2026.
Dimensional International Value ETF made up 0.38% of Golden Bell Financial Planning's portfolio in Q1 2026, its #25 holding.
Golden Bell Financial Planning first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 6 quarters since.
849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Golden Bell Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.