Litman Gregory Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History

Litman Gregory Wealth Management’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 Q4	$362K	Sell	7,255 -825	-10%	-$39.2K	0.03%	112
2025 Q3	$373K	Sell	8,080 -66	-0.8%	-$2.95K	0.03%	113
2025 Q2	$349K	Buy	8,146 +285	+4%	+$11.6K	0.03%	110
2025 Q1	$309K	Hold	7,861	–	–	0.03%	113
2024 Q4	$279K	Sell	7,861 -1,193	-13%	-$43.7K	0.02%	112
2024 Q3	$345K	Buy	9,054 +1,136	+14%	+$42K	0.03%	109
2024 Q2	$285K	Sell	7,918 -548	-6%	-$20.2K	0.03%	114
2024 Q1	$311K	Buy	8,466 +17	+0.2%	+$589	0.03%	108
2023 Q4	$290K	Sell	8,449 -888	-10%	-$29K	0.03%	105
2023 Q3	$305K	Buy	9,337 +73	+0.8%	+$2.43K	0.03%	102
2023 Q2	$304K	Buy	+9,264	New	+$304K	0.04%	70

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

EP Wealth Advisors Torrance, California $26.2B AUM

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Litman Gregory Wealth Management's DFIV Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its Dimensional International Value ETF (DFIV) stake by 10% in Q4 2025, selling an estimated $39.2K and leaving 7,255 shares worth $362K. The position accounts for 0.03% of the portfolio, ranked #112.

Litman Gregory Wealth Management first reported a position in DFIV in Q2 2023 and has held it in 11 quarters since. The position peaked at $373K in Q3 2025. 804 funds tracked by Wall St. Rank hold DFIV as of Q4 2025.

Litman Gregory Wealth Management held 7,255 shares of Dimensional International Value ETF worth $362K as of Q4 2025.
Litman Gregory Wealth Management sold 825 Dimensional International Value ETF shares in Q4 2025, an estimated $39.2K.
Dimensional International Value ETF made up 0.03% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #112 holding.
Litman Gregory Wealth Management first reported a position in Dimensional International Value ETF in Q2 2023 and has held it in 11 quarters since.
Litman Gregory Wealth Management's Dimensional International Value ETF position peaked at $373K in Q3 2025.
804 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.