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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

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

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. 894 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.
  • 894 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.