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Valued Retirements’s Dimensional International Value ETF DFIV Stock Holding History

Valued Retirements’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 		$5.91M Sell
109,448
-1,143
-1% -$62.8K 5.31% 3
2026
Q1 		$5.84M Buy
110,591
+2,161
+2% +$115K 5.7% 2
2025
Q4 		$5.41M Sell
108,430
-4,128
-4% -$196K 5.29% 3
2025
Q3 		$4.82M Hold
112,558
– – 5.44% 2
2025
Q2 		$4.82M Sell
112,558
-6,518
-5% -$265K 5.44% 2
2025
Q1 		$4.69M Sell
119,076
-4,336
-4% -$165K 6.16% 1
2024
Q4 		$4.38M Sell
123,412
-6,502
-5% -$238K 5.9% 2
2024
Q3 		$4.95M Buy
129,914
+3,126
+2% +$116K 6.82% 1
2024
Q2 		$4.56M Buy
126,788
+11,783
+10% +$434K 6.92% 3
2024
Q1 		$4.23M Sell
115,005
-233
-0.2% -$8.07K 6.76% 3
2023
Q4 		$3.96M Buy
+115,238
New +$3.76M 6.86% 3

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

Valued Retirements's DFIV Position: Q2 2026 in Review

Valued Retirements reduced its Dimensional International Value ETF (DFIV) stake by 1% in Q2 2026, selling an estimated $62.8K and leaving 109,448 shares worth $5.91M. The position accounts for 5.31% of the portfolio, ranked #3.

Valued Retirements first reported a position in DFIV in Q4 2023 and has held it in 11 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Valued Retirements held 109,448 shares of Dimensional International Value ETF worth $5.91M as of Q2 2026.
  • Valued Retirements sold 1,143 Dimensional International Value ETF shares in Q2 2026, an estimated $62.8K.
  • Dimensional International Value ETF made up 5.31% of Valued Retirements's portfolio in Q2 2026, its #3 holding.
  • Valued Retirements first reported a position in Dimensional International Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Valued Retirements's 13F filing for Q2 2026, filed 13 Aug 2026.