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

Legacy 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	$2.74M	Buy	50,660 +1,532	+3%	+$84.2K	0.33%	53
2026 Q1	$2.59M	Buy	49,128 +1,909	+4%	+$101K	0.36%	46
2025 Q4	$2.36M	Buy	47,219 +1,102	+2%	+$52.4K	0.33%	47
2025 Q3	$2.13M	Buy	46,117 +4,173	+10%	+$187K	0.29%	56
2025 Q2	$1.8M	Buy	41,944 +1,153	+3%	+$47K	0.28%	55
2025 Q1	$1.61M	Buy	40,791 +7,537	+23%	+$288K	0.27%	65
2024 Q4	$1.18M	Buy	33,254 +4,724	+17%	+$173K	0.2%	86
2024 Q3	$1.09M	Buy	28,530 +2,857	+11%	+$106K	0.18%	92
2024 Q2	$923K	Buy	+25,673	New	+$945K	0.16%	101

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

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

Legacy Financial Advisors increased its Dimensional International Value ETF (DFIV) stake by 3.1% in Q2 2026, buying an estimated $84.2K and bringing the position to 50,660 shares worth $2.74M. The position accounts for 0.33% of the portfolio, ranked #53.

Legacy Financial Advisors first reported a position in DFIV in Q2 2024 and has held it in 9 quarters since. 896 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Legacy Financial Advisors held 50,660 shares of Dimensional International Value ETF worth $2.74M as of Q2 2026.
Legacy Financial Advisors bought 1,532 Dimensional International Value ETF shares in Q2 2026, an estimated $84.2K.
Dimensional International Value ETF made up 0.33% of Legacy Financial Advisors's portfolio in Q2 2026, its #53 holding.
Legacy Financial Advisors first reported a position in Dimensional International Value ETF in Q2 2024 and has held it in 9 quarters since.
896 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.