SPC
DFIV icon

Sigma Planning Corp’s Dimensional International Value ETF DFIV Stock Holding History

Sigma Planning Corp’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 		– Sell
-4,120
Closed -$217K – 1419
2026
Q1 		$217K Buy
+4,120
New +$218K 0.01% 1203
2023
Q3 		– Sell
-14,128
Closed -$464K – 1222
2023
Q2 		$464K Buy
14,128
+2,189
+18% +$71.9K 0.02% 761
2023
Q1 		$385K Buy
11,939
+815
+7% +$26.3K 0.01% 913
2022
Q4 		$338K Buy
+11,124
New +$323K 0.01% 917

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

Sigma Planning Corp's DFIV Position: Q2 2026 in Review

Sigma Planning Corp sold out of Dimensional International Value ETF (DFIV) in Q2 2026, closing a stake of 4,120 shares — an estimated $217K sold.

Sigma Planning Corp first reported a position in DFIV in Q4 2022 and held it in 4 quarters. The position peaked at $464K in Q2 2023. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Sigma Planning Corp reported no remaining Dimensional International Value ETF position as of Q2 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 4,120 Dimensional International Value ETF shares in Q2 2026, an estimated $217K.
  • Sigma Planning Corp first reported a position in Dimensional International Value ETF in Q4 2022 and held it in 4 quarters.
  • Sigma Planning Corp's Dimensional International Value ETF position peaked at $464K in Q2 2023.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.