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XY Planning Network’s Dimensional International Value ETF DFIV Stock Holding History

XY Planning Network’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 		$1.42M Buy
26,346
+7,408
+39% +$407K 0.18% 112
2026
Q1 		$1.01M Buy
18,938
+4,019
+27% +$213K 0.16% 125
2025
Q4 		$744K Buy
+14,919
New +$709K 0.13% 140

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 22.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

XY Planning Network's DFIV Position: Q2 2026 in Review

XY Planning Network increased its Dimensional International Value ETF (DFIV) stake by 39% in Q2 2026, buying an estimated $407K and bringing the position to 26,346 shares worth $1.42M. The position accounts for 0.18% of the portfolio, ranked #112.

XY Planning Network first reported a position in DFIV in Q4 2025 and has held it in 3 quarters since. 898 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • XY Planning Network held 26,346 shares of Dimensional International Value ETF worth $1.42M as of Q2 2026.
  • XY Planning Network bought 7,408 Dimensional International Value ETF shares in Q2 2026, an estimated $407K.
  • Dimensional International Value ETF made up 0.18% of XY Planning Network's portfolio in Q2 2026, its #112 holding.
  • XY Planning Network first reported a position in Dimensional International Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 898 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.