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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
Q2 		– Sell
-10,679
Closed -$564K – 204
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 Buy
29,053
+171
+0.6% +$5.7K 0.27% 44
2023
Q2 		$949K Buy
28,882
+794
+3% +$26.1K 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 $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
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

LJI Wealth Management's DFIV Position: Q2 2026 in Review

LJI Wealth Management sold out of Dimensional International Value ETF (DFIV) in Q2 2026, closing a stake of 10,679 shares — an estimated $564K sold.

LJI Wealth Management first reported a position in DFIV in Q4 2022 and held it in 14 quarters. The position peaked at $2.17M in Q4 2025. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • LJI Wealth Management reported no remaining Dimensional International Value ETF position as of Q2 2026 after selling out during the quarter.
  • LJI Wealth Management sold 10,679 Dimensional International Value ETF shares in Q2 2026, an estimated $564K.
  • LJI Wealth Management first reported a position in Dimensional International Value ETF in Q4 2022 and held it in 14 quarters.
  • LJI Wealth Management's Dimensional International Value ETF position peaked at $2.17M in Q4 2025.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.