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Wealthspan Partners’s Dimensional International Value ETF DFIV Stock Holding History

Wealthspan Partners’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 		$894K Sell
16,551
-669
-4% -$36.8K 0.28% 59
2026
Q1 		$909K Sell
17,220
-114
-0.7% -$6.04K 0.32% 56
2025
Q4 		$865K Buy
17,334
+1,840
+12% +$87.4K 0.31% 56
2025
Q3 		$715K Buy
15,494
+2,743
+22% +$123K 0.27% 56
2025
Q2 		$546K Buy
12,751
+2,780
+28% +$113K 0.23% 65
2025
Q1 		$392K Buy
9,971
+127
+1% +$4.85K 0.18% 72
2024
Q4 		$349K Sell
9,844
-198
-2% -$7.26K 0.17% 82
2024
Q3 		$382K Sell
10,042
-561
-5% -$20.8K 0.19% 78
2024
Q2 		$381K Buy
10,603
+198
+2% +$7.29K 0.21% 72
2024
Q1 		$382K Buy
10,405
+3,198
+44% +$111K 0.23% 68
2023
Q4 		$248K Buy
+7,207
New +$235K 0.17% 74

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

Wealthspan Partners's DFIV Position: Q2 2026 in Review

Wealthspan Partners reduced its Dimensional International Value ETF (DFIV) stake by 3.9% in Q2 2026, selling an estimated $36.8K and leaving 16,551 shares worth $894K. The position accounts for 0.28% of the portfolio, ranked #59.

Wealthspan Partners first reported a position in DFIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $909K in Q1 2026. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Wealthspan Partners held 16,551 shares of Dimensional International Value ETF worth $894K as of Q2 2026.
  • Wealthspan Partners sold 669 Dimensional International Value ETF shares in Q2 2026, an estimated $36.8K.
  • Dimensional International Value ETF made up 0.28% of Wealthspan Partners's portfolio in Q2 2026, its #59 holding.
  • Wealthspan Partners first reported a position in Dimensional International Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Wealthspan Partners's Dimensional International Value ETF position peaked at $909K in Q1 2026.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.