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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

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

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. 896 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.
  • 896 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.