Plante Moran Financial Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Plante Moran Financial Advisors’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
2025 Q4	–	Sell	-976	Closed	-$45K	–	832
2025 Q3	$45K	Buy	976 +661	+210%	+$29.6K	﹤0.01%	357
2025 Q2	$13.5K	Hold	315	–	–	﹤0.01%	525
2025 Q1	$12.4K	Buy	+315	New	+$12K	﹤0.01%	536

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Plante Moran Financial Advisors's DFIV Position: Q4 2025 in Review

Plante Moran Financial Advisors sold out of Dimensional International Value ETF (DFIV) in Q4 2025, closing a stake of 976 shares — an estimated $45K sold.

Plante Moran Financial Advisors first reported a position in DFIV in Q1 2025 and held it in 3 quarters. The position peaked at $45K in Q3 2025. 800 funds tracked by Wall St. Rank hold DFIV as of Q4 2025.

Plante Moran Financial Advisors reported no remaining Dimensional International Value ETF position as of Q4 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 976 Dimensional International Value ETF shares in Q4 2025, an estimated $45K.
Plante Moran Financial Advisors first reported a position in Dimensional International Value ETF in Q1 2025 and held it in 3 quarters.
Plante Moran Financial Advisors's Dimensional International Value ETF position peaked at $45K in Q3 2025.
800 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.