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 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 $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Turning Point Benefit Group's DFIV Position: Q1 2026 in Review

Turning Point Benefit Group reduced its Dimensional International Value ETF (DFIV) stake by 49% in Q1 2026, selling an estimated $3.18M and leaving 62,584 shares worth $3.35M. The position accounts for 2.13% of the portfolio, ranked #9.

Turning Point Benefit Group first reported a position in DFIV in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.11M in Q4 2025. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

Turning Point Benefit Group held 62,584 shares of Dimensional International Value ETF worth $3.35M as of Q1 2026.
Turning Point Benefit Group sold 59,939 Dimensional International Value ETF shares in Q1 2026, an estimated $3.18M.
Dimensional International Value ETF made up 2.13% of Turning Point Benefit Group's portfolio in Q1 2026, its #9 holding.
Turning Point Benefit Group first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 6 quarters since.
Turning Point Benefit Group's Dimensional International Value ETF position peaked at $6.11M in Q4 2025.
849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.