ZF
DFIV icon

Zhang Financial’s Dimensional International Value ETF DFIV Stock Holding History

Zhang Financial’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 		$2.16M Buy
39,895
+908
+2% +$49.9K 0.06% 132
2026
Q1 		$2.06M Sell
38,987
-1,862
-5% -$98.7K 0.07% 126
2025
Q4 		$2.04M Buy
40,849
+884
+2% +$42K 0.08% 125
2025
Q3 		$1.84M Buy
39,965
+760
+2% +$34K 0.07% 134
2025
Q2 		$1.68M Sell
39,205
-1,803
-4% -$73.4K 0.08% 130
2025
Q1 		$1.61M Buy
41,008
+26,892
+191% +$1.03M 0.09% 123
2024
Q4 		$501K Buy
14,116
+97
+0.7% +$3.56K 0.03% 200
2024
Q3 		$534K Buy
14,019
+60
+0.4% +$2.22K 0.03% 191
2024
Q2 		$502K Sell
13,959
-4,059
-23% -$149K 0.04% 184
2024
Q1 		$662K Buy
18,018
+32
+0.2% +$1.11K 0.05% 169
2023
Q4 		$618K Sell
17,986
-1,476
-8% -$48.2K 0.05% 165
2023
Q3 		$635K Sell
19,462
-624
-3% -$20.8K 0.06% 143
2023
Q2 		$660K Buy
20,086
+360
+2% +$11.8K 0.07% 142
2023
Q1 		$636K Buy
19,726
+91
+0.5% +$2.94K 0.07% 139
2022
Q4 		$597K Buy
19,635
+189
+1% +$5.49K 0.08% 134
2022
Q3 		$501K Buy
19,446
+100
+0.5% +$2.86K 0.08% 133
2022
Q2 		$559K Buy
+19,346
New +$617K 0.09% 123
2022
Q1 		– Sell
-18,879
Closed -$620K – 227
2021
Q4 		$620K Buy
18,879
+342
+2% +$11.4K 0.11% 103
2021
Q3 		$607K Buy
+18,537
New +$612K 0.14% 79

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

Zhang Financial's DFIV Position: Q2 2026 in Review

Zhang Financial increased its Dimensional International Value ETF (DFIV) stake by 2.3% in Q2 2026, buying an estimated $49.9K and bringing the position to 39,895 shares worth $2.16M. The position accounts for 0.06% of the portfolio, ranked #132.

Zhang Financial first reported a position in DFIV in Q3 2021 and has held it in 19 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Zhang Financial held 39,895 shares of Dimensional International Value ETF worth $2.16M as of Q2 2026.
  • Zhang Financial bought 908 Dimensional International Value ETF shares in Q2 2026, an estimated $49.9K.
  • Dimensional International Value ETF made up 0.06% of Zhang Financial's portfolio in Q2 2026, its #132 holding.
  • Zhang Financial first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 19 quarters since.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.