Leading Edge Financial Planning’s Dimensional International Value ETF DFIV Stock Holding History

Leading Edge 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 Q1	$258K	Sell	4,886 -80	-2%	-$4.24K	0.05%	62
2025 Q4	$248K	Hold	4,966	–	–	0.06%	57
2025 Q3	$229K	Hold	4,966	–	–	0.06%	57
2025 Q2	$213K	Buy	+4,966	New	+$202K	0.06%	55
2024 Q1	–	Sell	-6,352	Closed	-$218K	–	55
2023 Q4	$218K	Buy	+6,352	New	+$207K	0.11%	57
2023 Q3	–	Sell	-6,337	Closed	-$208K	–	68
2023 Q2	$208K	Buy	6,337 +1	+0%	+$33	0.14%	64
2023 Q1	$204K	Buy	+6,336	New	+$204K	0.15%	66

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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