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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

Envestnet Asset Management
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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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. 550 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.
  • 550 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.