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 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Simplicity Wealth's DFIV Position: Q1 2026 in Review

Simplicity Wealth reduced its Dimensional International Value ETF (DFIV) stake by 0.14% in Q1 2026, selling an estimated $1.22K and leaving 16,648 shares worth $879K. The position accounts for 0.05% of the portfolio, ranked #317.

Simplicity Wealth first reported a position in DFIV in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.11M in Q2 2025. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

Simplicity Wealth held 16,648 shares of Dimensional International Value ETF worth $879K as of Q1 2026.
Simplicity Wealth sold 23 Dimensional International Value ETF shares in Q1 2026, an estimated $1.22K.
Dimensional International Value ETF made up 0.05% of Simplicity Wealth's portfolio in Q1 2026, its #317 holding.
Simplicity Wealth first reported a position in Dimensional International Value ETF in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's Dimensional International Value ETF position peaked at $1.11M in Q2 2025.
849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.