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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

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

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. 894 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.
  • 894 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.