Red Lighthouse Investment Management’s Dimensional International Value ETF DFIV Stock Holding History

Red Lighthouse Investment Management’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	$3.77M	Sell	69,853 -162	-0.2%	-$8.9K	1.12%	13
2026 Q1	$3.7M	Sell	70,015 -1,340	-2%	-$71K	1.25%	12
2025 Q4	$3.56M	Hold	71,355	–	–	1.27%	13
2025 Q3	$3.29M	Sell	71,355 -1,083	-1%	-$48.5K	1.15%	13
2025 Q2	$3.1M	Sell	72,438 -8,225	-10%	-$335K	1.19%	13
2025 Q1	$2.96M	Buy	80,663 +2,723	+3%	+$104K	1.21%	14
2024 Q4	$2.77M	Sell	77,940 -509	-0.6%	-$18.7K	1.09%	14
2024 Q3	$2.99M	Buy	78,449 +402	+0.5%	+$14.9K	1.17%	14
2024 Q2	$2.81M	Sell	78,047 -2,616	-3%	-$96.3K	1.18%	14
2024 Q1	$2.96M	Hold	80,663	–	–	1.19%	15
2023 Q4	$2.77M	Hold	80,663	–	–	1.16%	15
2023 Q3	$2.63M	Hold	80,663	–	–	1.24%	15
2023 Q2	$2.65M	Sell	80,663 -660	-0.8%	-$21.7K	1.21%	15
2023 Q1	$2.62M	Sell	81,323 -5,857	-7%	-$189K	1.27%	14
2022 Q4	$2.65M	Buy	+87,180	New	+$2.53M	1.34%	14

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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 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

Red Lighthouse Investment Management's DFIV Position: Q2 2026 in Review

Red Lighthouse Investment Management reduced its Dimensional International Value ETF (DFIV) stake by 0.23% in Q2 2026, selling an estimated $8.9K and leaving 69,853 shares worth $3.77M. The position accounts for 1.12% of the portfolio, ranked #13.

Red Lighthouse Investment Management first reported a position in DFIV in Q4 2022 and has held it in 15 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Red Lighthouse Investment Management held 69,853 shares of Dimensional International Value ETF worth $3.77M as of Q2 2026.
Red Lighthouse Investment Management sold 162 Dimensional International Value ETF shares in Q2 2026, an estimated $8.9K.
Dimensional International Value ETF made up 1.12% of Red Lighthouse Investment Management's portfolio in Q2 2026, its #13 holding.
Red Lighthouse Investment Management first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 15 quarters since.
892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.