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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return