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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

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

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. 896 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.
  • 896 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.