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Laurel Wealth Planning’s Dimensional International Value ETF DFIV Stock Holding History

Laurel Wealth 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
Q1 		$8.06M Buy
152,623
+42,921
+39% +$2.27M 4.25% 6
2025
Q4 		$5.47M Sell
109,702
-3,719
-3% -$177K 3.03% 13
2025
Q3 		$5.23M Sell
113,421
-3,887
-3% -$174K 2.77% 16
2025
Q2 		$5.02M Sell
117,308
-2,429
-2% -$98.9K 2.86% 16
2025
Q1 		$4.71M Buy
119,737
+2,279
+2% +$87K 3.13% 12
2024
Q4 		$4.17M Buy
117,458
+3,007
+3% +$110K 2.69% 16
2024
Q3 		$4.36M Sell
114,451
-1,070
-0.9% -$39.6K 2.85% 14
2024
Q2 		$4.15M Sell
115,521
-12,812
-10% -$472K 2.89% 12
2024
Q1 		$4.72M Buy
128,333
+4,157
+3% +$144K 3.13% 11
2023
Q4 		$4.27M Buy
124,176
+1,711
+1% +$55.8K 3.02% 12
2023
Q3 		$4M Buy
122,465
+9,861
+9% +$329K 3.11% 11
2023
Q2 		$3.7M Buy
112,604
+8,798
+8% +$289K 2.64% 15
2023
Q1 		$3.35M Buy
103,806
+19,180
+23% +$619K 2.22% 18
2022
Q4 		$2.57M Sell
84,626
-2,860
-3% -$83K 1.66% 24
2022
Q3 		$2.25M Sell
87,486
-1,240
-1% -$35.4K 1.66% 22
2022
Q2 		$2.56M Buy
88,726
+31,868
+56% +$1.02M 1.8% 19
2022
Q1 		$1.9M Buy
+56,858
New +$1.92M 1.29% 28

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Laurel Wealth Planning's DFIV Position: Q1 2026 in Review

Laurel Wealth Planning increased its Dimensional International Value ETF (DFIV) stake by 39% in Q1 2026, buying an estimated $2.27M and bringing the position to 152,623 shares worth $8.06M. The position accounts for 4.25% of the portfolio, ranked #6.

Laurel Wealth Planning first reported a position in DFIV in Q1 2022 and has held it in 17 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • Laurel Wealth Planning held 152,623 shares of Dimensional International Value ETF worth $8.06M as of Q1 2026.
  • Laurel Wealth Planning bought 42,921 Dimensional International Value ETF shares in Q1 2026, an estimated $2.27M.
  • Dimensional International Value ETF made up 4.25% of Laurel Wealth Planning's portfolio in Q1 2026, its #6 holding.
  • Laurel Wealth Planning first reported a position in Dimensional International Value ETF in Q1 2022 and has held it in 17 quarters since.
  • 849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.