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Prism Planning Partners’s Dimensional International Value ETF DFIV Stock Holding History

Prism Planning Partners’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 		$2.83M Buy
52,411
+3,416
+7% +$188K 3% 9
2026
Q1 		$2.59M Sell
48,995
-554
-1% -$29.4K 3.06% 9
2025
Q4 		$2.47M Buy
+49,549
New +$2.35M 2.77% 9

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

Prism Planning Partners's DFIV Position: Q2 2026 in Review

Prism Planning Partners increased its Dimensional International Value ETF (DFIV) stake by 7% in Q2 2026, buying an estimated $188K and bringing the position to 52,411 shares worth $2.83M. The position accounts for 3% of the portfolio, ranked #9.

Prism Planning Partners first reported a position in DFIV in Q4 2025 and has held it in 3 quarters since. 896 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Prism Planning Partners held 52,411 shares of Dimensional International Value ETF worth $2.83M as of Q2 2026.
  • Prism Planning Partners bought 3,416 Dimensional International Value ETF shares in Q2 2026, an estimated $188K.
  • Dimensional International Value ETF made up 3% of Prism Planning Partners's portfolio in Q2 2026, its #9 holding.
  • Prism Planning Partners first reported a position in Dimensional International Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 896 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Prism Planning Partners's 13F filing for Q2 2026, filed 23 Jul 2026.