LFP
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Lakeshore Financial Planning’s Dimensional International Value ETF DFIV Stock Holding History

Lakeshore 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
Q2 		$3.53M Sell
65,342
-1,480
-2% -$81.3K 1.14% 17
2026
Q1 		$3.53M Buy
66,822
+286
+0.4% +$15.2K 1.28% 14
2025
Q4 		$3.32M Buy
66,536
+435
+0.7% +$20.7K 1.19% 16
2025
Q3 		$3.05M Buy
66,101
+1,113
+2% +$49.8K 1.13% 15
2025
Q2 		$2.78M Buy
64,988
+31
+0% +$1.26K 1.12% 16
2025
Q1 		$2.56M Sell
64,957
-140,472
-68% -$5.36M 1.06% 15
2024
Q4 		$7.29M Sell
205,429
-95,423
-32% -$3.5M 3.11% 11
2024
Q3 		$11.5M Sell
300,852
-165,289
-35% -$6.11M 5.05% 8
2024
Q2 		$16.8M Buy
466,141
+7,313
+2% +$269K 8.18% 4
2024
Q1 		$16.9M Buy
458,828
+2,441
+0.5% +$84.6K 8.53% 3
2023
Q4 		$15.7M Buy
456,387
+5,566
+1% +$182K 8.71% 3
2023
Q3 		$14.7M Buy
+450,821
New +$15M 8.38% 4

Other funds holding DFIV

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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
TH
Team Hewins Redwood City, California $366M AUM 29.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Lakeshore Financial Planning's DFIV Position: Q2 2026 in Review

Lakeshore Financial Planning reduced its Dimensional International Value ETF (DFIV) stake by 2.2% in Q2 2026, selling an estimated $81.3K and leaving 65,342 shares worth $3.53M. The position accounts for 1.14% of the portfolio, ranked #17.

Lakeshore Financial Planning first reported a position in DFIV in Q3 2023 and has held it in 12 quarters since. The position peaked at $16.9M in Q1 2024. 468 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Lakeshore Financial Planning held 65,342 shares of Dimensional International Value ETF worth $3.53M as of Q2 2026.
  • Lakeshore Financial Planning sold 1,480 Dimensional International Value ETF shares in Q2 2026, an estimated $81.3K.
  • Dimensional International Value ETF made up 1.14% of Lakeshore Financial Planning's portfolio in Q2 2026, its #17 holding.
  • Lakeshore Financial Planning first reported a position in Dimensional International Value ETF in Q3 2023 and has held it in 12 quarters since.
  • Lakeshore Financial Planning's Dimensional International Value ETF position peaked at $16.9M in Q1 2024.
  • 468 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.