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 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 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

Wealthspan Partners's DFIV Position: Q1 2026 in Review

Wealthspan Partners reduced its Dimensional International Value ETF (DFIV) stake by 0.66% in Q1 2026, selling an estimated $6.04K and leaving 17,220 shares worth $909K. The position accounts for 0.32% of the portfolio, ranked #56.

Wealthspan Partners first reported a position in DFIV in Q4 2023 and has held it in 10 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

Wealthspan Partners held 17,220 shares of Dimensional International Value ETF worth $909K as of Q1 2026.
Wealthspan Partners sold 114 Dimensional International Value ETF shares in Q1 2026, an estimated $6.04K.
Dimensional International Value ETF made up 0.32% of Wealthspan Partners's portfolio in Q1 2026, its #56 holding.
Wealthspan Partners first reported a position in Dimensional International Value ETF in Q4 2023 and has held it in 10 quarters since.
849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.