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Legacy Investment Solutions’s Dimensional International Value ETF DFIV Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		– Hold
0
– – – 747
2024
Q4 		$7.53K Sell
200
-192
-49% -$7.04K ﹤0.01% 334
2024
Q3 		$14.1K Buy
+392
New +$14.5K 0.01% 263

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Envestnet Asset Management
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Legacy Investment Solutions's DFIV Position: Q2 2025 in Review

Legacy Investment Solutions held its Dimensional International Value ETF (DFIV) position steady in Q2 2025 at 0 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #747.

Legacy Investment Solutions first reported a position in DFIV in Q3 2024 and has held it in 2 quarters since. The position peaked at $14.1K in Q3 2024. 690 funds tracked by Wall St. Rank hold DFIV as of Q2 2025.

  • Legacy Investment Solutions held 0 shares of Dimensional International Value ETF worth $1 as of Q2 2025.
  • Legacy Investment Solutions left its Dimensional International Value ETF share count unchanged in Q2 2025.
  • Dimensional International Value ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #747 holding.
  • Legacy Investment Solutions first reported a position in Dimensional International Value ETF in Q3 2024 and has held it in 2 quarters since.
  • Legacy Investment Solutions's Dimensional International Value ETF position peaked at $14.1K in Q3 2024.
  • 690 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.