JBW
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Journey Beyond Wealth’s Dimensional International Value ETF DFIV Stock Holding History

Journey Beyond Wealth’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 		$4.28M Sell
79,199
-3,260
-4% -$179K 3.34% 11
2026
Q1 		$4.35M Sell
82,459
-7,111
-8% -$377K 3.74% 9
2025
Q4 		$4.47M Buy
89,570
+2,721
+3% +$129K 3.56% 9
2025
Q3 		$4.01M Buy
86,849
+3,094
+4% +$138K 3.3% 11
2025
Q2 		$3.59M Buy
83,755
+11,660
+16% +$475K 3.03% 12
2025
Q1 		$2.84M Buy
72,095
+4,377
+6% +$167K 2.65% 14
2024
Q4 		$2.4M Buy
+67,718
New +$2.48M 2.26% 14

Other funds holding DFIV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Journey Beyond Wealth's DFIV Position: Q2 2026 in Review

Journey Beyond Wealth reduced its Dimensional International Value ETF (DFIV) stake by 4% in Q2 2026, selling an estimated $179K and leaving 79,199 shares worth $4.28M. The position accounts for 3.34% of the portfolio, ranked #11.

Journey Beyond Wealth first reported a position in DFIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.47M in Q4 2025. 668 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Journey Beyond Wealth held 79,199 shares of Dimensional International Value ETF worth $4.28M as of Q2 2026.
  • Journey Beyond Wealth sold 3,260 Dimensional International Value ETF shares in Q2 2026, an estimated $179K.
  • Dimensional International Value ETF made up 3.34% of Journey Beyond Wealth's portfolio in Q2 2026, its #11 holding.
  • Journey Beyond Wealth first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Journey Beyond Wealth's Dimensional International Value ETF position peaked at $4.47M in Q4 2025.
  • 668 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Journey Beyond Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.