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

Lodestone 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	$2.42M	Sell	44,790 -1,437	-3%	-$79K	0.85%	34
2026 Q1	$2.44M	Buy	46,227 +1,063	+2%	+$56.3K	0.97%	31
2025 Q4	$2.25M	Sell	45,164 -1,714	-4%	-$81.5K	0.92%	35
2025 Q3	$2.16M	Buy	46,878 +1,391	+3%	+$62.2K	0.97%	37
2025 Q2	$1.95M	Sell	45,487 -173	-0.4%	-$7.05K	0.95%	38
2025 Q1	$1.8M	Sell	45,660 -587	-1%	-$22.4K	0.96%	40
2024 Q4	$1.64M	Sell	46,247 -122	-0.3%	-$4.47K	0.82%	45
2024 Q3	$1.77M	Sell	46,369 -3,260	-7%	-$121K	0.88%	41
2024 Q2	$1.78M	Buy	49,629 +149	+0.3%	+$5.49K	0.94%	38
2024 Q1	$1.82M	Buy	49,480 +2,158	+5%	+$74.8K	0.95%	40
2023 Q4	$1.63M	Buy	47,322 +1,197	+3%	+$39.1K	0.94%	42
2023 Q3	$1.5M	Buy	46,125 +14,612	+46%	+$487K	1.05%	36
2023 Q2	$1.04M	Buy	31,513 +24,470	+347%	+$804K	0.71%	48
2023 Q1	$227K	Buy	+7,043	New	+$227K	0.18%	122

Other funds holding DFIV

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

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

Lodestone Wealth Management reduced its Dimensional International Value ETF (DFIV) stake by 3.1% in Q2 2026, selling an estimated $79K and leaving 44,790 shares worth $2.42M. The position accounts for 0.85% of the portfolio, ranked #34.

Lodestone Wealth Management first reported a position in DFIV in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.44M in Q1 2026. 403 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Lodestone Wealth Management held 44,790 shares of Dimensional International Value ETF worth $2.42M as of Q2 2026.
Lodestone Wealth Management sold 1,437 Dimensional International Value ETF shares in Q2 2026, an estimated $79K.
Dimensional International Value ETF made up 0.85% of Lodestone Wealth Management's portfolio in Q2 2026, its #34 holding.
Lodestone Wealth Management first reported a position in Dimensional International Value ETF in Q1 2023 and has held it in 14 quarters since.
Lodestone Wealth Management's Dimensional International Value ETF position peaked at $2.44M in Q1 2026.
403 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.