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

SwitchPoint 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	$2.97M	Buy	54,903 +534	+1%	+$29.3K	1.71%	16
2026 Q1	$2.87M	Buy	54,369 +592	+1%	+$31.4K	1.95%	14
2025 Q4	$2.68M	Sell	53,777 -7,194	-12%	-$342K	1.88%	15
2025 Q3	$2.81M	Buy	60,971 +189	+0.3%	+$8.46K	2.04%	15
2025 Q2	$2.6M	Buy	60,782 +740	+1%	+$30.1K	2.13%	14
2025 Q1	$2.36M	Buy	60,042 +149	+0.2%	+$5.69K	2.24%	12
2024 Q4	$2.12M	Buy	+59,893	New	+$2.2M	2.03%	11

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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 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

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

SwitchPoint Financial Planning increased its Dimensional International Value ETF (DFIV) stake by 0.98% in Q2 2026, buying an estimated $29.3K and bringing the position to 54,903 shares worth $2.97M. The position accounts for 1.71% of the portfolio, ranked #16.

SwitchPoint Financial Planning first reported a position in DFIV in Q4 2024 and has held it in 7 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

SwitchPoint Financial Planning held 54,903 shares of Dimensional International Value ETF worth $2.97M as of Q2 2026.
SwitchPoint Financial Planning bought 534 Dimensional International Value ETF shares in Q2 2026, an estimated $29.3K.
Dimensional International Value ETF made up 1.71% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #16 holding.
SwitchPoint Financial Planning first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 7 quarters since.
894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.