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True Link Financial Advisors’s Dimensional International Value ETF DFIV Stock Holding History

True Link Financial Advisors’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 		$59.7M Sell
1,105,949
-14,351
-1% -$789K 3.45% 11
2026
Q1 		$59.1M Sell
1,120,300
-27,231
-2% -$1.44M 3.65% 10
2025
Q4 		$57.3M Buy
1,147,531
+21,696
+2% +$1.03M 3.48% 11
2025
Q3 		$51.9M Buy
1,125,835
+28,078
+3% +$1.26M 3.34% 9
2025
Q2 		$47M Buy
1,097,757
+1,419
+0.1% +$57.8K 3.24% 9
2025
Q1 		$43.2M Buy
1,096,338
+31,006
+3% +$1.18M 3.22% 10
2024
Q4 		$37.8M Sell
1,065,332
-32,994
-3% -$1.21M 3.17% 10
2024
Q3 		$41.8M Buy
1,098,326
+73,026
+7% +$2.7M 3.55% 10
2024
Q2 		$36.8M Buy
1,025,300
+17,017
+2% +$627K 3.42% 10
2024
Q1 		$37.1M Sell
1,008,283
-143,165
-12% -$4.96M 3.55% 9
2023
Q4 		$39.6M Buy
1,151,448
+238,428
+26% +$7.78M 4.28% 7
2023
Q3 		$29.8M Buy
913,020
+28,361
+3% +$945K 3.57% 7
2023
Q2 		$29.1M Buy
884,659
+9,663
+1% +$317K 3.51% 6
2023
Q1 		$28.2M Buy
874,996
+13,546
+2% +$437K 3.53% 7
2022
Q4 		$26.2M Buy
861,450
+44,278
+5% +$1.29M 3.55% 6
2022
Q3 		$21.1M Buy
817,172
+168,069
+26% +$4.8M 3.05% 9
2022
Q2 		$18.8M Buy
+649,103
New +$20.7M 2.84% 11

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

True Link Financial Advisors's DFIV Position: Q2 2026 in Review

True Link Financial Advisors reduced its Dimensional International Value ETF (DFIV) stake by 1.3% in Q2 2026, selling an estimated $789K and leaving 1,105,949 shares worth $59.7M. The position accounts for 3.45% of the portfolio, ranked #11.

True Link Financial Advisors 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.

  • True Link Financial Advisors held 1,105,949 shares of Dimensional International Value ETF worth $59.7M as of Q2 2026.
  • True Link Financial Advisors sold 14,351 Dimensional International Value ETF shares in Q2 2026, an estimated $789K.
  • Dimensional International Value ETF made up 3.45% of True Link Financial Advisors's portfolio in Q2 2026, its #11 holding.
  • True Link Financial Advisors 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 True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.