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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
Q2 		– Sell
-930
Closed -$49.6K – 934
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 $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 22.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sound Income Strategies's DFIV Position: Q2 2026 in Review

Sound Income Strategies sold out of Dimensional International Value ETF (DFIV) in Q2 2026, closing a stake of 930 shares — an estimated $49.6K sold.

Sound Income Strategies first reported a position in DFIV in Q1 2023 and held it in 13 quarters. The position peaked at $49.6K in Q1 2026. 898 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Sound Income Strategies reported no remaining Dimensional International Value ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 930 Dimensional International Value ETF shares in Q2 2026, an estimated $49.6K.
  • Sound Income Strategies first reported a position in Dimensional International Value ETF in Q1 2023 and held it in 13 quarters.
  • Sound Income Strategies's Dimensional International Value ETF position peaked at $49.6K in Q1 2026.
  • 898 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.