Oxford Financial Group’s Dimensional International Value ETF DFIV Stock Holding History

Oxford Financial Group’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	–	Sell	-183	Closed	-$9.13K	–	308
2025 Q4	$9.13K	Sell	183 -2,900	-94%	-$138K	﹤0.01%	275
2025 Q3	$142K	Buy	3,083 +183	+6%	+$8.19K	0.01%	233
2025 Q2	$124K	Hold	2,900	–	–	0.01%	220
2025 Q1	$114K	Hold	2,900	–	–	0.01%	221
2024 Q4	$103K	Hold	2,900	–	–	0.01%	259
2024 Q3	$110K	Hold	2,900	–	–	0.01%	250
2024 Q2	$104K	Hold	2,900	–	–	0.01%	269
2024 Q1	$107K	Hold	2,900	–	–	0.01%	232
2023 Q4	$99.6K	Sell	2,900 -7,100	-71%	-$232K	0.01%	250
2023 Q3	$326K	Hold	10,000	–	–	0.03%	162
2023 Q2	$329K	Buy	10,000 +7,100	+245%	+$233K	0.03%	171
2023 Q1	$93.5K	Hold	2,900	–	–	0.01%	206
2022 Q4	$88.2K	Hold	2,900	–	–	0.01%	203
2022 Q3	$75K	Hold	2,900	–	–	0.01%	192
2022 Q2	$84K	Buy	+2,900	New	+$92.5K	0.01%	208

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Oxford Financial Group's DFIV Position: Q1 2026 in Review

Oxford Financial Group sold out of Dimensional International Value ETF (DFIV) in Q1 2026, closing a stake of 183 shares — an estimated $9.13K sold.

Oxford Financial Group first reported a position in DFIV in Q2 2022 and held it in 15 quarters. The position peaked at $329K in Q2 2023. 855 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

Oxford Financial Group reported no remaining Dimensional International Value ETF position as of Q1 2026 after selling out during the quarter.
Oxford Financial Group sold 183 Dimensional International Value ETF shares in Q1 2026, an estimated $9.13K.
Oxford Financial Group first reported a position in Dimensional International Value ETF in Q2 2022 and held it in 15 quarters.
Oxford Financial Group's Dimensional International Value ETF position peaked at $329K in Q2 2023.
855 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.