XPN
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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

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 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. 321 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.
  • 321 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.