L.K. Benson & Company’s Dimensional International Value ETF DFIV Stock Holding History

L.K. Benson & Company’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	$4.21M	Buy	77,970 +857	+1%	+$47.1K	1.27%	14
2026 Q1	$4.07M	Buy	77,113 +143	+0.2%	+$7.58K	1.35%	11
2025 Q4	$3.84M	Buy	76,970 +365	+0.5%	+$17.3K	1.93%	14
2025 Q3	$3.53M	Buy	76,605 +441	+0.6%	+$19.7K	1.9%	14
2025 Q2	$3.26M	Buy	76,164 +834	+1%	+$34K	2%	9
2025 Q1	$2.97M	Buy	75,330 +844	+1%	+$32.2K	2.05%	9
2024 Q4	$2.64M	Buy	+74,486	New	+$2.73M	1.86%	11

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

L.K. Benson & Company's DFIV Position: Q2 2026 in Review

L.K. Benson & Company increased its Dimensional International Value ETF (DFIV) stake by 1.1% in Q2 2026, buying an estimated $47.1K and bringing the position to 77,970 shares worth $4.21M. The position accounts for 1.27% of the portfolio, ranked #14.

L.K. Benson & Company first reported a position in DFIV in Q4 2024 and has held it in 7 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

L.K. Benson & Company held 77,970 shares of Dimensional International Value ETF worth $4.21M as of Q2 2026.
L.K. Benson & Company bought 857 Dimensional International Value ETF shares in Q2 2026, an estimated $47.1K.
Dimensional International Value ETF made up 1.27% of L.K. Benson & Company's portfolio in Q2 2026, its #14 holding.
L.K. Benson & Company first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 7 quarters since.
894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.