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 Q2	$264K	Hold	4,886	–	–	0.05%	64
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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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 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

Leading Edge Financial Planning's DFIV Position: Q2 2026 in Review

Leading Edge Financial Planning held its Dimensional International Value ETF (DFIV) position steady in Q2 2026 at 4,886 shares worth $264K. The position accounts for 0.05% of the portfolio, ranked #64.

Leading Edge Financial Planning first reported a position in DFIV in Q1 2023 and has held it in 8 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Leading Edge Financial Planning held 4,886 shares of Dimensional International Value ETF worth $264K as of Q2 2026.
Leading Edge Financial Planning left its Dimensional International Value ETF share count unchanged in Q2 2026.
Dimensional International Value ETF made up 0.05% of Leading Edge Financial Planning's portfolio in Q2 2026, its #64 holding.
Leading Edge Financial Planning first reported a position in Dimensional International Value ETF in Q1 2023 and has held it in 8 quarters since.
894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.