LifeSteps Financial
DFIV icon

LifeSteps Financial’s Dimensional International Value ETF DFIV Stock Holding History

LifeSteps Financial’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
Q3 		– Sell
-1,116
Closed -$60.3K – 250
2026
Q2 		$60.3K Buy
+1,116
New +$61.3K 0.03% 197
2024
Q2 		– Sell
-1,116
Closed -$41K – 159
2024
Q1 		$41K Buy
+1,116
New +$38.7K 0.03% 169

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Focus Partners Advisor Solutions
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Farther Finance Advisors
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Raymond James Financial
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Jones Financial Companies
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Plancorp LLC
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LifeSteps Financial's DFIV Position: Q3 2026 in Review

LifeSteps Financial sold out of Dimensional International Value ETF (DFIV) in Q3 2026, closing a stake of 1,116 shares — an estimated $60.3K sold.

LifeSteps Financial first reported a position in DFIV in Q1 2024 and held it in 2 quarters. The position peaked at $60.3K in Q2 2026. 840 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • LifeSteps Financial reported no remaining Dimensional International Value ETF position as of Q3 2026 after selling out during the quarter.
  • LifeSteps Financial sold 1,116 Dimensional International Value ETF shares in Q3 2026, an estimated $60.3K.
  • LifeSteps Financial first reported a position in Dimensional International Value ETF in Q1 2024 and held it in 2 quarters.
  • LifeSteps Financial's Dimensional International Value ETF position peaked at $60.3K in Q2 2026.
  • 840 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on LifeSteps Financial's 13F filing for Q3 2026, filed 15 Oct 2026.