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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
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
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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Northern Trust
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
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

SwitchPoint Financial Planning's DFIV Position: Q1 2026 in Review

SwitchPoint Financial Planning increased its Dimensional International Value ETF (DFIV) stake by 1.1% in Q1 2026, buying an estimated $31.4K and bringing the position to 54,369 shares worth $2.87M. The position accounts for 1.95% of the portfolio, ranked #14.

SwitchPoint Financial Planning first reported a position in DFIV in Q4 2024 and has held it in 6 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • SwitchPoint Financial Planning held 54,369 shares of Dimensional International Value ETF worth $2.87M as of Q1 2026.
  • SwitchPoint Financial Planning bought 592 Dimensional International Value ETF shares in Q1 2026, an estimated $31.4K.
  • Dimensional International Value ETF made up 1.95% of SwitchPoint Financial Planning's portfolio in Q1 2026, its #14 holding.
  • SwitchPoint Financial Planning first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.