LPL Financial
DFIV icon

LPL Financial’s Dimensional International Value ETF DFIV Stock Holding History

LPL Financial’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 		$148M Buy
2,748,495
+414,977
+18% +$22.8M 0.03% 493
2026
Q1 		$123M Buy
2,333,518
+127,123
+6% +$6.74M 0.03% 500
2025
Q4 		$110M Buy
2,206,395
+196,370
+10% +$9.33M 0.03% 510
2025
Q3 		$92.7M Buy
2,010,025
+133,546
+7% +$5.97M 0.03% 553
2025
Q2 		$80.4M Buy
1,876,479
+50,267
+3% +$2.05M 0.03% 565
2025
Q1 		$71.9M Buy
1,826,212
+178,609
+11% +$6.82M 0.03% 544
2024
Q4 		$58.5M Buy
1,647,603
+109,830
+7% +$4.03M 0.02% 583
2024
Q3 		$58.6M Sell
1,537,773
-13,270
-0.9% -$491K 0.03% 558
2024
Q2 		$55.7M Buy
1,551,043
+334,774
+28% +$12.3M 0.03% 519
2024
Q1 		$44.7M Buy
1,216,269
+64,455
+6% +$2.23M 0.02% 584
2023
Q4 		$39.6M Buy
1,151,814
+148,782
+15% +$4.85M 0.02% 581
2023
Q3 		$32.7M Buy
1,003,032
+98,057
+11% +$3.27M 0.02% 601
2023
Q2 		$29.7M Buy
904,975
+57,466
+7% +$1.89M 0.02% 629
2023
Q1 		$27.3M Buy
847,509
+185,939
+28% +$6M 0.02% 633
2022
Q4 		$20.1M Buy
661,570
+32,874
+5% +$954K 0.02% 712
2022
Q3 		$16.2M Buy
628,696
+223,254
+55% +$6.38M 0.02% 731
2022
Q2 		$11.7M Buy
+405,442
New +$12.9M 0.01% 884
2022
Q1 		– Sell
-365,515
Closed -$12M – 4237
2021
Q4 		$12M Sell
365,515
-595,777
-62% -$19.8M 0.01% 913
2021
Q3 		$31.5M Buy
+961,292
New +$31.8M 0.03% 456

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

LPL Financial's DFIV Position: Q2 2026 in Review

LPL Financial increased its Dimensional International Value ETF (DFIV) stake by 18% in Q2 2026, buying an estimated $22.8M and bringing the position to 2,748,495 shares worth $148M. The position accounts for 0.03% of the portfolio, ranked #493.

LPL Financial first reported a position in DFIV in Q3 2021 and has held it in 19 quarters since. 893 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • LPL Financial held 2,748,495 shares of Dimensional International Value ETF worth $148M as of Q2 2026.
  • LPL Financial bought 414,977 Dimensional International Value ETF shares in Q2 2026, an estimated $22.8M.
  • Dimensional International Value ETF made up 0.03% of LPL Financial's portfolio in Q2 2026, its #493 holding.
  • LPL Financial first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 19 quarters since.
  • 893 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.