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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
Q3 		$1.07M Sell
19,131
-253
-1% -$14.4K 0.24% 56
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Prosperity Planning's DFIV Position: Q3 2026 in Review

Prosperity Planning reduced its Dimensional International Value ETF (DFIV) stake by 1.3% in Q3 2026, selling an estimated $14.4K and leaving 19,131 shares worth $1.07M. The position accounts for 0.24% of the portfolio, ranked #56.

Prosperity Planning first reported a position in DFIV in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.17M in Q1 2026. 46 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • Prosperity Planning held 19,131 shares of Dimensional International Value ETF worth $1.07M as of Q3 2026.
  • Prosperity Planning sold 253 Dimensional International Value ETF shares in Q3 2026, an estimated $14.4K.
  • Dimensional International Value ETF made up 0.24% of Prosperity Planning's portfolio in Q3 2026, its #56 holding.
  • Prosperity Planning first reported a position in Dimensional International Value ETF in Q3 2022 and has held it in 17 quarters since.
  • Prosperity Planning's Dimensional International Value ETF position peaked at $1.17M in Q1 2026.
  • 46 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.