Turning Point Benefit Group’s Dimensional International Value ETF DFIV Stock Holding History

Turning Point Benefit Group’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	$8.77M	Buy	162,367 +99,783	+159%	+$5.48M	3.77%	5
2026 Q1	$3.35M	Sell	62,584 -59,939	-49%	-$3.18M	2.13%	9
2025 Q4	$6.11M	Buy	122,523 +21,404	+21%	+$1.02M	3.19%	7
2025 Q3	$4.68M	Buy	101,119 +73,187	+262%	+$3.27M	2.82%	7
2025 Q2	$1.2M	Buy	27,932 +8,443	+43%	+$344K	0.91%	21
2025 Q1	$681K	Buy	19,489 +9,363	+92%	+$357K	0.64%	21
2024 Q4	$358K	Buy	+10,126	New	+$371K	0.34%	41

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

Turning Point Benefit Group's DFIV Position: Q2 2026 in Review

Turning Point Benefit Group increased its Dimensional International Value ETF (DFIV) stake by 159% in Q2 2026, buying an estimated $5.48M and bringing the position to 162,367 shares worth $8.77M. The position accounts for 3.77% of the portfolio, ranked #5.

Turning Point Benefit Group 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.

Turning Point Benefit Group held 162,367 shares of Dimensional International Value ETF worth $8.77M as of Q2 2026.
Turning Point Benefit Group bought 99,783 Dimensional International Value ETF shares in Q2 2026, an estimated $5.48M.
Dimensional International Value ETF made up 3.77% of Turning Point Benefit Group's portfolio in Q2 2026, its #5 holding.
Turning Point Benefit Group 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 Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.