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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
Q3 		$3.64M Sell
65,170
-172
-0.3% -$9.8K 1.13% 17
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

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM

Lakeshore Financial Planning's DFIV Position: Q3 2026 in Review

Lakeshore Financial Planning reduced its Dimensional International Value ETF (DFIV) stake by 0.26% in Q3 2026, selling an estimated $9.8K and leaving 65,170 shares worth $3.64M. The position accounts for 1.13% of the portfolio, ranked #17.

Lakeshore Financial Planning first reported a position in DFIV in Q3 2023 and has held it in 13 quarters since. The position peaked at $16.9M in Q1 2024. 416 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • Lakeshore Financial Planning held 65,170 shares of Dimensional International Value ETF worth $3.64M as of Q3 2026.
  • Lakeshore Financial Planning sold 172 Dimensional International Value ETF shares in Q3 2026, an estimated $9.8K.
  • Dimensional International Value ETF made up 1.13% of Lakeshore Financial Planning's portfolio in Q3 2026, its #17 holding.
  • Lakeshore Financial Planning first reported a position in Dimensional International Value ETF in Q3 2023 and has held it in 13 quarters since.
  • Lakeshore Financial Planning's Dimensional International Value ETF position peaked at $16.9M in Q1 2024.
  • 416 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Lakeshore Financial Planning's 13F filing for Q3 2026, filed 13 Oct 2026.