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Holistic Planning’s Dimensional International Value ETF DFIV Stock Holding History

Holistic 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 		$1.3M Buy
24,112
+12,671
+111% +$696K 0.2% 109
2026
Q1 		$604K Buy
+11,441
New +$606K 0.12% 159

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

Holistic Planning's DFIV Position: Q2 2026 in Review

Holistic Planning increased its Dimensional International Value ETF (DFIV) stake by 111% in Q2 2026, buying an estimated $696K and bringing the position to 24,112 shares worth $1.3M. The position accounts for 0.2% of the portfolio, ranked #109.

Holistic Planning first reported a position in DFIV in Q1 2026 and has held it in 2 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Holistic Planning held 24,112 shares of Dimensional International Value ETF worth $1.3M as of Q2 2026.
  • Holistic Planning bought 12,671 Dimensional International Value ETF shares in Q2 2026, an estimated $696K.
  • Dimensional International Value ETF made up 0.2% of Holistic Planning's portfolio in Q2 2026, its #109 holding.
  • Holistic Planning first reported a position in Dimensional International Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.