Life Planning Partners’s Dimensional International Value ETF DFIV Stock Holding History

Life Planning Partners’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	$206K	Hold	3,811	–	–	0.15%	69
2026 Q1	$201K	Buy	+3,811	New	+$202K	0.15%	68
2024 Q1	–	Sell	-5,075	Closed	-$174K	–	103
2023 Q4	$174K	Buy	+5,075	New	+$166K	0.17%	64
2022 Q3	$219K	Hold	8,506	–	–	0.25%	48
2022 Q2	$246K	Hold	8,506	–	–	0.28%	44
2022 Q1	$286K	Hold	8,506	–	–	0.29%	42
2021 Q4	$279K	Buy	+8,506	New	+$282K	0.28%	43

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 22.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Life Planning Partners's DFIV Position: Q2 2026 in Review

Life Planning Partners held its Dimensional International Value ETF (DFIV) position steady in Q2 2026 at 3,811 shares worth $206K. The position accounts for 0.15% of the portfolio, ranked #69.

Life Planning Partners first reported a position in DFIV in Q4 2021 and has held it in 7 quarters since. The position peaked at $286K in Q1 2022. 898 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Life Planning Partners held 3,811 shares of Dimensional International Value ETF worth $206K as of Q2 2026.
Life Planning Partners left its Dimensional International Value ETF share count unchanged in Q2 2026.
Dimensional International Value ETF made up 0.15% of Life Planning Partners's portfolio in Q2 2026, its #69 holding.
Life Planning Partners first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 7 quarters since.
Life Planning Partners's Dimensional International Value ETF position peaked at $286K in Q1 2022.
898 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.