SFP
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Sterling Financial Planning’s Dimensional International Value ETF DFIV Stock Holding History

Sterling Financial Planning’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 		$16.8M Buy
310,296
+2,168
+0.7% +$119K 4.56% 6
2026
Q1 		$16.3M Sell
308,128
-10,771
-3% -$571K 4.82% 6
2025
Q4 		$15.9M Buy
318,899
+2,209
+0.7% +$105K 4.8% 6
2025
Q3 		$14.6M Sell
316,690
-4,722
-1% -$211K 4.61% 6
2025
Q2 		$13.8M Buy
321,412
+5,919
+2% +$241K 4.6% 6
2025
Q1 		$12.4M Buy
315,493
+33,275
+12% +$1.27M 4.5% 6
2024
Q4 		$10M Sell
282,218
-6,840
-2% -$251K 3.68% 6
2024
Q3 		$11M Buy
289,058
+30,760
+12% +$1.14M 4.06% 6
2024
Q2 		$9.28M Buy
258,298
+17,898
+7% +$659K 3.77% 6
2024
Q1 		$8.83M Buy
240,400
+13,555
+6% +$470K 3.58% 7
2023
Q4 		$7.79M Buy
226,845
+30,682
+16% +$1M 3.37% 8
2023
Q3 		$6.4M Buy
196,163
+8,130
+4% +$271K 3.28% 9
2023
Q2 		$6.18M Buy
188,033
+45,152
+32% +$1.48M 3.06% 9
2023
Q1 		$4.61M Buy
142,881
+30,732
+27% +$992K 2.5% 10
2022
Q4 		$3.41M Buy
112,149
+49,936
+80% +$1.45M 2.03% 14
2022
Q3 		$1.6M Buy
62,213
+45,929
+282% +$1.31M 1.12% 24
2022
Q2 		$470K Buy
+16,284
New +$519K 0.33% 53

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

Sterling Financial Planning's DFIV Position: Q2 2026 in Review

Sterling Financial Planning increased its Dimensional International Value ETF (DFIV) stake by 0.7% in Q2 2026, buying an estimated $119K and bringing the position to 310,296 shares worth $16.8M. The position accounts for 4.56% of the portfolio, ranked #6.

Sterling Financial Planning first reported a position in DFIV in Q2 2022 and has held it in 17 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Sterling Financial Planning held 310,296 shares of Dimensional International Value ETF worth $16.8M as of Q2 2026.
  • Sterling Financial Planning bought 2,168 Dimensional International Value ETF shares in Q2 2026, an estimated $119K.
  • Dimensional International Value ETF made up 4.56% of Sterling Financial Planning's portfolio in Q2 2026, its #6 holding.
  • Sterling Financial Planning first reported a position in Dimensional International Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.