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Legacy Wealth Management (Idaho)’s Dimensional International Value ETF DFIV Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-916
Closed -$48.3K – 378
2026
Q1 		$48.3K Buy
+916
New +$48.5K 0.02% 269
2025
Q4 		– Hold
0
– – – 924
2025
Q3 		– Hold
0
– – – 776
2025
Q2 		– Sell
-200
Closed -$8.15K – 747
2025
Q1 		$7.87K Hold
200
– – 0.01% 372
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

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 22.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s DFIV Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Dimensional International Value ETF (DFIV) in Q2 2026, closing a stake of 916 shares — an estimated $48.3K sold.

Legacy Wealth Management (Idaho) first reported a position in DFIV in Q3 2024 and held it in 4 quarters. The position peaked at $48.3K in Q1 2026. 898 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Dimensional International Value ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 916 Dimensional International Value ETF shares in Q2 2026, an estimated $48.3K.
  • Legacy Wealth Management (Idaho) first reported a position in Dimensional International Value ETF in Q3 2024 and held it in 4 quarters.
  • Legacy Wealth Management (Idaho)'s Dimensional International Value ETF position peaked at $48.3K in Q1 2026.
  • 898 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.