Lauterbach Financial Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Lauterbach Financial Advisors’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	$14M	Sell	259,530 -1,734	-0.7%	-$95.3K	6.03%	4
2026 Q1	$13.8M	Sell	261,264 -7,942	-3%	-$421K	6.73%	4
2025 Q4	$13.4M	Buy	269,206 +1,641	+0.6%	+$78K	6.57%	4
2025 Q3	$12.3M	Sell	267,565 -3,754	-1%	-$168K	6.2%	4
2025 Q2	$11.6M	Buy	271,319 +1,073	+0.4%	+$43.7K	6.39%	4
2025 Q1	$10.6M	Sell	270,246 -3,533	-1%	-$135K	6.63%	5
2024 Q4	$9.71M	Sell	273,779 -1,400	-0.5%	-$51.3K	5.89%	5
2024 Q3	$10.5M	Buy	275,179 +5,028	+2%	+$186K	6.37%	5
2024 Q2	$9.6M	Buy	270,151 +6,978	+3%	+$257K	6.32%	5
2024 Q1	$9.67M	Sell	263,173 -10,378	-4%	-$360K	6.35%	5
2023 Q4	$9.4M	Sell	273,551 -1,321	-0.5%	-$43.1K	6.55%	5
2023 Q3	$8.97M	Buy	274,872 +1,094	+0.4%	+$36.5K	7.04%	5
2023 Q2	$8.99M	Sell	273,778 -1,917	-0.7%	-$63K	6.87%	5
2023 Q1	$8.89M	Sell	275,695 -4,589	-2%	-$148K	7.18%	5
2022 Q4	$8.52M	Buy	280,284 +4,844	+2%	+$141K	7.59%	5
2022 Q3	$7.09M	Sell	275,440 -21,314	-7%	-$609K	7.23%	5
2022 Q2	$8.57M	Buy	296,754 +10,084	+4%	+$322K	8.14%	5
2022 Q1	$9.6M	Buy	286,670 +11,798	+4%	+$398K	8.73%	4
2021 Q4	$9.02M	Buy	+274,872	New	+$9.12M	7.97%	4

Other funds holding DFIV

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

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

Team Hewins Redwood City, California $366M AUM 29.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Lauterbach Financial Advisors's DFIV Position: Q2 2026 in Review

Lauterbach Financial Advisors reduced its Dimensional International Value ETF (DFIV) stake by 0.66% in Q2 2026, selling an estimated $95.3K and leaving 259,530 shares worth $14M. The position accounts for 6.03% of the portfolio, ranked #4.

Lauterbach Financial Advisors first reported a position in DFIV in Q4 2021 and has held it in 19 quarters since. 448 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Lauterbach Financial Advisors held 259,530 shares of Dimensional International Value ETF worth $14M as of Q2 2026.
Lauterbach Financial Advisors sold 1,734 Dimensional International Value ETF shares in Q2 2026, an estimated $95.3K.
Dimensional International Value ETF made up 6.03% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #4 holding.
Lauterbach Financial Advisors first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 19 quarters since.
448 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.