Planning Center Inc’s Dimensional International Value ETF DFIV Stock Holding History

Planning Center Inc’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	$36.4M	Sell	673,128 -753	-0.1%	-$41.4K	3.43%	10
2026 Q1	$35.6M	Sell	673,881 -73,006	-10%	-$3.87M	3.6%	9
2025 Q4	$37.3M	Sell	746,887 -73,827	-9%	-$3.51M	3.81%	9
2025 Q3	$37.9M	Sell	820,714 -17,473	-2%	-$782K	3.97%	9
2025 Q2	$35.9M	Sell	838,187 -26,649	-3%	-$1.09M	3.97%	9
2025 Q1	$34M	Sell	864,836 -22,993	-3%	-$877K	4.03%	9
2024 Q4	$31.5M	Buy	887,829 +6,603	+0.7%	+$242K	4%	9
2024 Q3	$33.6M	Buy	881,226 +10,590	+1%	+$392K	4.13%	8
2024 Q2	$31.3M	Buy	870,636 +236	+0%	+$8.69K	4.09%	8
2024 Q1	$32M	Buy	870,400 +2,056	+0.2%	+$71.3K	6.96%	5
2023 Q4	$29.8M	Buy	868,344 +14,968	+2%	+$488K	6.92%	5
2023 Q3	$27.8M	Buy	853,376 +621	+0.1%	+$20.7K	7.23%	5
2023 Q2	$28M	Buy	852,755 +3,883	+0.5%	+$128K	7.12%	5
2023 Q1	$28.3M	Sell	848,872 -107,280	-11%	-$3.46M	7.79%	5
2022 Q4	$29.1M	Buy	956,152 +369,792	+63%	+$10.7M	8.84%	3
2022 Q3	$15.2M	Buy	586,360 +66,750	+13%	+$1.91M	12.06%	4
2022 Q2	$14.4M	Buy	+519,610	New	+$16.6M	11.35%	4
2022 Q1	–	Sell	-483,365	Closed	-$16.7M	–	51
2021 Q4	$16.7M	Buy	+483,365	New	+$16M	13.36%	3

Other funds holding DFIV

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Team Hewins Redwood City, California $366M AUM 29.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Planning Center Inc's DFIV Position: Q2 2026 in Review

Planning Center Inc reduced its Dimensional International Value ETF (DFIV) stake by 0.11% in Q2 2026, selling an estimated $41.4K and leaving 673,128 shares worth $36.4M. The position accounts for 3.43% of the portfolio, ranked #10.

Planning Center Inc first reported a position in DFIV in Q4 2021 and has held it in 18 quarters since. The position peaked at $37.9M in Q3 2025. 468 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Planning Center Inc held 673,128 shares of Dimensional International Value ETF worth $36.4M as of Q2 2026.
Planning Center Inc sold 753 Dimensional International Value ETF shares in Q2 2026, an estimated $41.4K.
Dimensional International Value ETF made up 3.43% of Planning Center Inc's portfolio in Q2 2026, its #10 holding.
Planning Center Inc first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 18 quarters since.
Planning Center Inc's Dimensional International Value ETF position peaked at $37.9M in Q3 2025.
468 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.