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Plancorp LLC’s Dimensional International Value ETF DFIV Stock Holding History

Plancorp LLC’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 		$208M Buy
3,765,351
+101,116
+3% +$5.56M 5.08% 5
2026
Q1 		$202M Buy
3,664,235
+93,115
+3% +$4.93M 5.74% 5
2025
Q4 		$178M Buy
3,571,120
+199,414
+6% +$9.48M 5.39% 5
2025
Q3 		$156M Buy
3,371,706
+162,114
+5% +$7.25M 4.88% 5
2025
Q2 		$137M Buy
3,209,592
+294,476
+10% +$12M 4.76% 5
2025
Q1 		$115M Buy
2,915,116
+192,045
+7% +$7.33M 4.55% 5
2024
Q4 		$96.6M Buy
2,723,071
+76,161
+3% +$2.79M 3.97% 6
2024
Q3 		$101M Buy
2,646,910
+2,057
+0.1% +$76.1K 4.11% 6
2024
Q2 		$95.1M Buy
2,644,853
+27,138
+1% +$999K 4.12% 6
2024
Q1 		$96.2M Sell
2,617,715
-3,400
-0.1% -$118K 4.18% 6
2023
Q4 		$90.1M Buy
2,621,115
+20,502
+0.8% +$669K 4.32% 5
2023
Q3 		$84.8M Buy
2,600,613
+36,421
+1% +$1.21M 4.54% 5
2023
Q2 		$84.2M Buy
2,564,192
+51,721
+2% +$1.7M 4.54% 5
2023
Q1 		$81M Buy
2,512,471
+32,804
+1% +$1.06M 4.55% 5
2022
Q4 		$75.4M Buy
2,479,667
+169,771
+7% +$4.93M 4.45% 7
2022
Q3 		$59.5M Buy
2,309,896
+2,124
+0.1% +$60.7K 3.97% 7
2022
Q2 		$66.7M Sell
2,307,772
-50,919
-2% -$1.62M 4.2% 7
2022
Q1 		$79M Buy
2,358,691
+133,234
+6% +$4.5M 5.14% 6
2021
Q4 		$73M Buy
2,225,457
+136,563
+7% +$4.53M 4.63% 6
2021
Q3 		$68.4M Buy
+2,088,894
New +$69M 4.73% 6

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

Plancorp LLC's DFIV Position: Q2 2026 in Review

Plancorp LLC increased its Dimensional International Value ETF (DFIV) stake by 2.8% in Q2 2026, buying an estimated $5.56M and bringing the position to 3,765,351 shares worth $208M. The position accounts for 5.08% of the portfolio, ranked #5.

Plancorp LLC first reported a position in DFIV in Q3 2021 and has held it in 20 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Plancorp LLC held 3,765,351 shares of Dimensional International Value ETF worth $208M as of Q2 2026.
  • Plancorp LLC bought 101,116 Dimensional International Value ETF shares in Q2 2026, an estimated $5.56M.
  • Dimensional International Value ETF made up 5.08% of Plancorp LLC's portfolio in Q2 2026, its #5 holding.
  • Plancorp LLC first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 20 quarters since.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.