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Phillips Financial Management’s Dimensional International Value ETF DFIV Stock Holding History

Phillips Financial 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 		$9.93M Sell
183,756
-2,443
-1% -$134K 0.73% 28
2026
Q1 		$9.83M Sell
186,199
-2,310
-1% -$122K 0.71% 27
2025
Q4 		$9.41M Sell
188,509
-650
-0.3% -$30.9K 0.61% 33
2025
Q3 		$8.72M Buy
189,159
+3,182
+2% +$142K 0.58% 38
2025
Q2 		$7.97M Buy
185,977
+10,834
+6% +$441K 0.58% 39
2025
Q1 		$6.89M Buy
175,143
+3,653
+2% +$139K 0.53% 39
2024
Q4 		$6.08M Buy
171,490
+19,402
+13% +$711K 0.48% 42
2024
Q3 		$5.79M Buy
152,088
+163
+0.1% +$6.03K 0.45% 47
2024
Q2 		$5.46M Buy
151,925
+3,135
+2% +$115K 0.45% 48
2024
Q1 		$5.47M Buy
148,790
+577
+0.4% +$20K 0.45% 50
2023
Q4 		$5.09M Buy
148,213
+13,698
+10% +$447K 0.44% 50
2023
Q3 		$4.39M Buy
134,515
+3,441
+3% +$115K 0.42% 52
2023
Q2 		$4.31M Sell
131,074
-851
-0.6% -$27.9K 0.4% 51
2023
Q1 		$4.25M Sell
131,925
-1,032
-0.8% -$33.3K 0.41% 51
2022
Q4 		$4.04M Sell
132,957
-10,164
-7% -$295K 0.41% 51
2022
Q3 		$3.69M Buy
143,121
+3,904
+3% +$112K 0.41% 50
2022
Q2 		$4.02M Buy
139,217
+55,066
+65% +$1.76M 0.44% 45
2022
Q1 		$2.82M Buy
+84,151
New +$2.84M 0.27% 59

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

Phillips Financial Management's DFIV Position: Q2 2026 in Review

Phillips Financial Management reduced its Dimensional International Value ETF (DFIV) stake by 1.3% in Q2 2026, selling an estimated $134K and leaving 183,756 shares worth $9.93M. The position accounts for 0.73% of the portfolio, ranked #28.

Phillips Financial Management first reported a position in DFIV in Q1 2022 and has held it in 18 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Phillips Financial Management held 183,756 shares of Dimensional International Value ETF worth $9.93M as of Q2 2026.
  • Phillips Financial Management sold 2,443 Dimensional International Value ETF shares in Q2 2026, an estimated $134K.
  • Dimensional International Value ETF made up 0.73% of Phillips Financial Management's portfolio in Q2 2026, its #28 holding.
  • Phillips Financial Management first reported a position in Dimensional International Value ETF in Q1 2022 and has held it in 18 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.