True Wealth Design’s Dimensional International Value ETF DFIV Stock Holding History

True Wealth Design’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	$163K	Buy	3,016 +13	+0.4%	+$714	0.04%	147
2026 Q1	$158K	Sell	3,003 -94	-3%	-$4.98K	0.04%	124
2025 Q4	$155K	Hold	3,097	–	–	0.05%	114
2025 Q3	$143K	Sell	3,097 -140	-4%	-$6.26K	0.04%	108
2025 Q2	$139K	Hold	3,237	–	–	0.05%	74
2025 Q1	$127K	Hold	3,237	–	–	0.05%	65
2024 Q4	$115K	Hold	3,237	–	–	0.04%	60
2024 Q3	$123K	Hold	3,237	–	–	0.05%	45
2024 Q2	$116K	Hold	3,237	–	–	0.03%	135
2024 Q1	$119K	Sell	3,237 -106	-3%	-$3.67K	0.03%	134
2023 Q4	$115K	Sell	3,343 -66	-2%	-$2.15K	0.03%	130
2023 Q3	$111K	Hold	3,409	–	–	0.04%	127
2023 Q2	$112K	Hold	3,409	–	–	0.04%	124
2023 Q1	$110K	Hold	3,409	–	–	0.05%	136
2022 Q4	$104K	Buy	+3,409	New	+$98.9K	0.05%	125

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

True Wealth Design's DFIV Position: Q2 2026 in Review

True Wealth Design increased its Dimensional International Value ETF (DFIV) stake by 0.43% in Q2 2026, buying an estimated $714 and bringing the position to 3,016 shares worth $163K. The position accounts for 0.04% of the portfolio, ranked #147.

True Wealth Design first reported a position in DFIV in Q4 2022 and has held it in 15 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

True Wealth Design held 3,016 shares of Dimensional International Value ETF worth $163K as of Q2 2026.
True Wealth Design bought 13 Dimensional International Value ETF shares in Q2 2026, an estimated $714.
Dimensional International Value ETF made up 0.04% of True Wealth Design's portfolio in Q2 2026, its #147 holding.
True Wealth Design first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 15 quarters since.
892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.