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Simplicity Wealth’s Dimensional International Value ETF DFIV Stock Holding History

Simplicity Wealth’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 		$749K Sell
13,858
-2,790
-17% -$153K 0.03% 511
2026
Q1 		$879K Sell
16,648
-23
-0.1% -$1.22K 0.05% 317
2025
Q4 		$832K Buy
16,671
+4,152
+33% +$197K 0.05% 323
2025
Q3 		$577K Sell
12,519
-13,379
-52% -$599K 0.03% 408
2025
Q2 		$1.11M Buy
25,898
+13,030
+101% +$531K 0.05% 310
2025
Q1 		$506K Buy
12,868
+4,563
+55% +$174K 0.04% 339
2024
Q4 		$295K Sell
8,305
-9,782
-54% -$359K 0.06% 242
2024
Q3 		$689K Buy
18,087
+5,518
+44% +$204K 0.06% 242
2024
Q2 		$452K Buy
12,569
+7,051
+128% +$260K 0.01% 798
2024
Q1 		$203K Buy
+5,518
New +$191K ﹤0.01% 1070

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

Simplicity Wealth's DFIV Position: Q2 2026 in Review

Simplicity Wealth reduced its Dimensional International Value ETF (DFIV) stake by 17% in Q2 2026, selling an estimated $153K and leaving 13,858 shares worth $749K. The position accounts for 0.03% of the portfolio, ranked #511.

Simplicity Wealth first reported a position in DFIV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.11M in Q2 2025. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Simplicity Wealth held 13,858 shares of Dimensional International Value ETF worth $749K as of Q2 2026.
  • Simplicity Wealth sold 2,790 Dimensional International Value ETF shares in Q2 2026, an estimated $153K.
  • Dimensional International Value ETF made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #511 holding.
  • Simplicity Wealth first reported a position in Dimensional International Value ETF in Q1 2024 and has held it in 10 quarters since.
  • Simplicity Wealth's Dimensional International Value ETF position peaked at $1.11M in Q2 2025.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.