Sound Income Strategies’s Dimensional International Value ETF DFIV Stock Holding History

Sound Income Strategies’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	$49.6K	Buy	930 +39	+4%	+$2.07K	﹤0.01%	817
2025 Q4	$46K	Hold	891	–	–	﹤0.01%	823
2025 Q3	$40.9K	Hold	891	–	–	﹤0.01%	606
2025 Q2	$38.2K	Hold	891	–	–	﹤0.01%	588
2025 Q1	$35.1K	Hold	891	–	–	﹤0.01%	590
2024 Q4	$31.6K	Buy	891 +549	+161%	+$20.1K	﹤0.01%	577
2024 Q3	$13K	Hold	342	–	–	﹤0.01%	732
2024 Q2	$12.3K	Hold	342	–	–	﹤0.01%	736
2024 Q1	$12.6K	Hold	342	–	–	﹤0.01%	691
2023 Q4	$11.8K	Sell	342 -173	-34%	-$5.64K	﹤0.01%	701
2023 Q3	$16.8K	Buy	515 +173	+51%	+$5.76K	﹤0.01%	480
2023 Q2	$11.2K	Hold	342	–	–	﹤0.01%	555
2023 Q1	$11K	Buy	+342	New	+$11K	﹤0.01%	529

Other funds holding DFIV

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors

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

PNC Financial Services Group

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

Focus Partners Wealth

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

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

Corient Private Wealth

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

Raymond James Financial

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