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

LJI 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
2026
Q1 		$564K Sell
10,679
-32,709
-75% -$1.73M 0.09% 91
2025
Q4 		$2.17M Buy
43,388
+36,707
+549% +$1.74M 0.33% 36
2025
Q3 		$308K Sell
6,681
-34,332
-84% -$1.54M 0.05% 133
2025
Q2 		$1.76M Buy
41,013
+3,286
+9% +$134K 0.31% 37
2025
Q1 		$1.48M Buy
37,727
+3,096
+9% +$118K 0.3% 43
2024
Q4 		$1.23M Sell
34,631
-290
-0.8% -$10.6K 0.24% 45
2024
Q3 		$1.33M Buy
34,921
+1,349
+4% +$49.9K 0.27% 43
2024
Q2 		$1.21M Buy
33,572
+1,354
+4% +$49.9K 0.27% 45
2024
Q1 		$1.18M Buy
32,218
+2,459
+8% +$85.2K 0.31% 37
2023
Q4 		$1.02M Buy
29,759
+706
+2% +$23K 0.26% 45
2023
Q3 		$948K Sell
29,053
-769,290
-96% -$25.6M 0.27% 44
2023
Q2 		$949K Buy
798,343
+770,255
+2,742% +$25.3M 0.28% 41
2023
Q1 		$905K Buy
28,088
+5,476
+24% +$177K 0.29% 40
2022
Q4 		$687K Buy
+22,612
New +$656K 0.24% 46

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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LJI Wealth Management's DFIV Position: Q1 2026 in Review

LJI Wealth Management reduced its Dimensional International Value ETF (DFIV) stake by 75% in Q1 2026, selling an estimated $1.73M and leaving 10,679 shares worth $564K. The position accounts for 0.09% of the portfolio, ranked #91.

LJI Wealth Management first reported a position in DFIV in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.17M in Q4 2025. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • LJI Wealth Management held 10,679 shares of Dimensional International Value ETF worth $564K as of Q1 2026.
  • LJI Wealth Management sold 32,709 Dimensional International Value ETF shares in Q1 2026, an estimated $1.73M.
  • Dimensional International Value ETF made up 0.09% of LJI Wealth Management's portfolio in Q1 2026, its #91 holding.
  • LJI Wealth Management first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 14 quarters since.
  • LJI Wealth Management's Dimensional International Value ETF position peaked at $2.17M in Q4 2025.
  • 849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.