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Prosperity Planning’s Dimensional International Value ETF DFIV Stock Holding History

Prosperity Planning’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 		$1.05M Sell
19,384
-2,823
-13% -$155K 0.24% 57
2026
Q1 		$1.17M Sell
22,207
-189
-0.8% -$10K 0.3% 52
2025
Q4 		$1.12M Sell
22,396
-14
-0.1% -$665 0.29% 52
2025
Q3 		$1.03M Sell
22,410
-233
-1% -$10.4K 0.28% 54
2025
Q2 		$970K Sell
22,643
-727
-3% -$29.6K 0.28% 56
2025
Q1 		$920K Buy
23,370
+198
+0.9% +$7.56K 0.29% 53
2024
Q4 		$822K Sell
23,172
-181
-0.8% -$6.64K 0.26% 61
2024
Q3 		$889K Sell
23,353
-9
-0% -$333 0.28% 58
2024
Q2 		$840K Sell
23,362
-838
-3% -$30.9K 0.29% 58
2024
Q1 		$889K Buy
24,200
+204
+0.9% +$7.07K 0.31% 51
2023
Q4 		$825K Buy
23,996
+1,645
+7% +$53.7K 0.31% 54
2023
Q3 		$729K Sell
22,351
-65
-0.3% -$2.17K 0.3% 54
2023
Q2 		$736K Buy
22,416
+337
+2% +$11.1K 0.3% 55
2023
Q1 		$712K Buy
22,079
+2,626
+13% +$84.8K 0.31% 55
2022
Q4 		$674K Hold
19,453
– – 0.33% 52
2022
Q3 		$501K Buy
+19,453
New +$556K 0.26% 57

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

Prosperity Planning's DFIV Position: Q2 2026 in Review

Prosperity Planning reduced its Dimensional International Value ETF (DFIV) stake by 13% in Q2 2026, selling an estimated $155K and leaving 19,384 shares worth $1.05M. The position accounts for 0.24% of the portfolio, ranked #57.

Prosperity Planning first reported a position in DFIV in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.17M in Q1 2026. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Prosperity Planning held 19,384 shares of Dimensional International Value ETF worth $1.05M as of Q2 2026.
  • Prosperity Planning sold 2,823 Dimensional International Value ETF shares in Q2 2026, an estimated $155K.
  • Dimensional International Value ETF made up 0.24% of Prosperity Planning's portfolio in Q2 2026, its #57 holding.
  • Prosperity Planning first reported a position in Dimensional International Value ETF in Q3 2022 and has held it in 16 quarters since.
  • Prosperity Planning's Dimensional International Value ETF position peaked at $1.17M in Q1 2026.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.