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Lutz Financial Services’s Dimensional International Value ETF DFIV Stock Holding History

Lutz Financial Services’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 		$1.53M Sell
29,067
-556
-2% -$29.5K 0.1% 56
2025
Q4 		$1.48M Buy
29,623
+1,065
+4% +$50.6K 0.1% 58
2025
Q3 		$1.32M Hold
28,558
– – 0.1% 58
2025
Q2 		$1.22M Hold
28,558
– – 0.1% 58
2025
Q1 		$1.12M Hold
28,558
– – 0.09% 58
2024
Q4 		$1.01M Buy
28,558
+86
+0.3% +$3.15K 0.08% 60
2024
Q3 		$1.08M Sell
28,472
-42
-0.1% -$1.55K 0.09% 58
2024
Q2 		$1.02M Hold
28,514
– – 0.09% 58
2024
Q1 		$1.05M Sell
28,514
-289
-1% -$10K 0.09% 56
2023
Q4 		$990K Sell
28,803
-22
-0.1% -$718 0.09% 57
2023
Q3 		$940K Sell
28,825
-23
-0.1% -$766 0.1% 55
2023
Q2 		$948K Buy
28,848
+88
+0.3% +$2.89K 0.1% 56
2023
Q1 		$927K Sell
28,760
-186
-0.6% -$6K 0.11% 53
2022
Q4 		$880K Sell
28,946
-1,477
-5% -$42.9K 0.11% 54
2022
Q3 		$784K Buy
30,423
+787
+3% +$22.5K 0.11% 51
2022
Q2 		$856K Sell
29,636
-904
-3% -$28.8K 0.11% 48
2022
Q1 		$1.02M Buy
30,540
+395
+1% +$13.3K 0.13% 45
2021
Q4 		$989K Sell
30,145
-409
-1% -$13.6K 0.12% 47
2021
Q3 		$1M Buy
+30,554
New +$1.01M 0.13% 47

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

Lutz Financial Services's DFIV Position: Q1 2026 in Review

Lutz Financial Services reduced its Dimensional International Value ETF (DFIV) stake by 1.9% in Q1 2026, selling an estimated $29.5K and leaving 29,067 shares worth $1.53M. The position accounts for 0.1% of the portfolio, ranked #56.

Lutz Financial Services first reported a position in DFIV in Q3 2021 and has held it in 19 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • Lutz Financial Services held 29,067 shares of Dimensional International Value ETF worth $1.53M as of Q1 2026.
  • Lutz Financial Services sold 556 Dimensional International Value ETF shares in Q1 2026, an estimated $29.5K.
  • Dimensional International Value ETF made up 0.1% of Lutz Financial Services's portfolio in Q1 2026, its #56 holding.
  • Lutz Financial Services first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 19 quarters since.
  • 849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.