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Dimensional International Value ETF (DFIV) Institutional Ownership

$37.62
+0.35 (+0.94%)
(As of 05/24/2024 ET)

Institutional Ownership Changes (13F Filings) for Dimensional International Value ETF (NYSEARCA:DFIV)

Number of
Institutional Buyers
(last 12 months)
305
Total
Institutional Inflows
(last 12 months)
$1.13B
Number of
Institutional Sellers
(last 12 months)
176
Total
Institutional Outflows
(last 12 months)
$359.57M
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DFIV Institutional Buying and Selling by Quarter

Dimensional International Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/24/2024 Cetera Advisor Networks LLC426,084$15.66M0.1%+15.8%0.216%
5/24/2024 Cetera Advisors LLC18,763$690K0.0%+78.5%0.010%
5/24/2024 Cetera Investment Advisers586,933$21.57M0.1%+352.4%0.298%
5/22/2024 Cedar Point Capital Partners LLC198,691$7.30M5.5%+2.7%0.101%
5/21/2024 Atria Investments Inc53,636$1.97M0.0%+2.9%0.027%
5/17/2024 Investmark Advisory Group LLC78,375$2.88M1.6%-5.9%0.040%
5/17/2024 Comerica Bank26,380$969K0.0%-15.7%0.013%
5/16/2024 Jane Street Group LLC1,464,242$53.81M0.0%-63.8%0.744%
5/15/2024 Perritt Capital Management Inc.186,404$6.85M3.7%+1.3%0.095%
5/15/2024 Beaird Harris Wealth Management LLC1,153,842$42.40M4.1%+4.6%0.586%
5/15/2024 Kestra Advisory Services LLC325,555$11.96M0.1%+26.5%0.165%
5/14/2024 JT Stratford LLC27,201$1M0.2%+3.2%0.014%
5/14/2024 EP Wealth Advisors LLC1,568,171$57.63M0.7%+4.8%0.796%
5/14/2024 OLD Mission Capital LLC304,513$11.19M0.2%+149.4%0.155%
5/14/2024 Delap Wealth Advisory LLC76,037$2.79M1.1%-11.0%0.039%
5/14/2024 Andrews Lucia Wealth Management LLC203,772$7.49M5.3%+0.5%0.103%
5/14/2024 TFO Wealth Partners LLC41,633$1.53M0.3%-5.7%0.021%
5/14/2024 Sax Wealth Advisors LLC283,739$10.43M1.2%+37.5%0.144%
5/14/2024 Northwest Wealth Management LLC159,524$5.86M1.6%+1.2%0.081%
5/14/2024 Mattern Wealth Management LLC37,201$1.37M0.3%+14.6%0.019%
5/14/2024 Kraft Asset Management LLC325,544$11.96M9.6%-1.6%0.165%
5/14/2024 RB Capital Management LLC14,326$526K0.1%+23.3%0.007%
5/13/2024 Index Fund Advisors Inc.3,645,703$133.98M7.4%-1.3%1.852%
5/13/2024 O Shaughnessy Asset Management LLC10,876$400K0.0%+24.9%0.006%
5/11/2024 Davis R M Inc.5,619$206K0.0%N/A0.003%
5/10/2024 Prevail Innovative Wealth Advisors LLC10,785$396K0.1%-39.0%0.005%
5/10/2024 ARK & TLK Investments LLC50,845$1.87M0.6%-5.0%0.026%
5/9/2024 Forum Financial Management LP451,192$16.58M0.3%-0.8%0.229%
5/9/2024 Dorsey & Whitney Trust CO LLC20,540$755K0.1%+2.7%0.010%
5/9/2024 Renasant Bank6,941$255K0.2%N/A0.004%
5/9/2024 MB Generational Wealth LLC17,473$642K0.6%+8.6%0.009%
5/8/2024 Avantax Advisory Services Inc.36,588$1.35M0.0%-26.0%0.019%
5/8/2024 US Bancorp DE19,582$720K0.0%+39.4%0.010%
5/8/2024 Trademark Financial Management LLC30,617$1.13M0.9%+1.2%0.016%
5/8/2024 Tranquility Partners LLC11,762$432K0.2%+6.6%0.006%
5/8/2024 Watershed Private Wealth LLC37,053$1.36M0.6%-65.7%0.019%
5/8/2024 Verus Financial Partners Inc.772,243$28.38M3.3%+3.8%0.392%
5/8/2024 Seven Springs Wealth Group LLC40,988$1.51M0.6%-1.8%0.021%
5/7/2024 Cowa LLC261,216$9.60M5.7%+9.7%0.133%
5/7/2024 WNY Asset Management LLC199,045$7.32M1.1%-0.4%0.101%
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5/7/2024 Bedel Financial Consulting Inc.80,154$2.95M0.5%-1.0%0.041%
5/7/2024 TCI Wealth Advisors Inc.1,206,165$44.33M4.4%+2.6%0.613%
5/7/2024 Oppenheimer & Co. Inc.7,595$279K0.0%N/A0.004%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,788,041$65.71M2.0%+2.9%0.908%
5/7/2024 Empowered Funds LLC646,159$23.75M0.4%N/A0.328%
5/6/2024 Envestnet Portfolio Solutions Inc.106,670$3.92M0.0%-7.9%0.054%
5/6/2024 Ruedi Wealth Management Inc.268,464$9.87M4.2%+4.2%0.136%
5/6/2024 Advisory Alpha LLC142,662$5.24M0.2%+8.3%0.072%
5/6/2024DiNuzzo Private Wealth Inc.273,390$10.05M1.4%-0.6%0.139%
5/4/2024 Hemington Wealth Management12,879$474K0.2%-12.4%0.007%
5/4/2024 Financial Connections Group Inc.246,143$9.05M9.9%+8.5%0.126%
5/4/2024 Disciplined Equity Management Inc.370,416$13.61M9.0%+0.9%0.190%
5/4/2024 Geneos Wealth Management Inc.2,305$85K0.0%-14.8%0.001%
5/4/2024 Team Hewins LLC1,806,230$66.38M9.1%+2.7%0.927%
5/3/2024 VeraBank N.A.210,598$7.74M2.4%+3.2%0.108%
5/3/2024 Larson Financial Group LLC145,055$5.33M0.4%-3.5%0.074%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors20,118$739K0.1%+13.5%0.010%
5/3/2024 Lutz Financial Services LLC28,514$1.05M0.1%-1.0%0.015%
5/2/2024 First Command Advisory Services Inc.539,143$19.81M0.2%-29.5%0.277%
5/2/2024 Quent Capital LLC257,819$9.48M1.1%+26.6%0.132%
5/2/2024 Elevate Wealth Advisory Inc.207,371$7.62M6.6%+17.5%0.106%
5/2/2024 Choreo LLC1,664,757$61.18M1.6%+1.6%0.854%
5/2/2024 Flagstone Financial Management8,416$309K0.1%-5.2%0.004%
5/1/2024 Stone Point Wealth LLC129,978$4.78M1.7%+10.8%0.067%
5/1/2024 Janney Montgomery Scott LLC18,646$685K0.0%-7.9%0.010%
5/1/2024 Avior Wealth Management LLC83,380$3.06M0.1%+2.1%0.043%
5/1/2024 Mission Wealth Management LP10,312$379K0.0%+56.1%0.005%
5/1/2024 Sequoia Financial Advisors LLC563,974$20.73M0.3%+0.8%0.289%
5/1/2024 Diversify Advisory Services LLC19,386$709K0.0%N/A0.010%
4/30/2024 Private Advisor Group LLC109,694$4.03M0.0%+13.6%0.056%
4/30/2024 Lodestone Wealth Management LLC49,480$1.82M1.0%+4.6%0.025%
4/30/2024 Hartline Investment Corp7,043$259K0.0%N/A0.004%
4/30/2024 Valued Wealth Advisors LLC17,436$641K0.5%+3.0%0.009%
4/30/2024 RF&L Wealth Management LLC107,919$3.97M3.1%+3.3%0.055%
4/30/2024 MN Wealth Advisors LLC43,817$1.61M1.0%+8.9%0.022%
4/30/2024 JMG Financial Group Ltd.36,341$1.34M0.1%+35.5%0.019%
4/30/2024 Vance Wealth Inc.6,384$235K0.1%N/A0.003%
4/30/2024 Perigon Wealth Management LLC97,594$3.59M0.1%N/A0.050%
4/30/2024 Investment Advisory Group LLC14,707$540K0.2%+14.7%0.008%
4/29/2024Commonwealth Equity Services LLC344,693$12.67M0.0%-0.7%0.177%
4/29/2024 Forthright Family Wealth Advisory LLC11,736$431K0.3%-5.2%0.006%
4/29/2024 Wealthspan Partners LLC10,405$382K0.2%+44.4%0.005%
4/29/2024 PBMares Wealth Management LLC440,433$16.19M4.2%+1.7%0.226%
4/29/2024 RAM Investment Partners LLC12,240$450K0.1%-2.4%0.006%
4/29/2024 Financial Futures Ltd Liability Co.175,864$6.46M4.3%-3.3%0.090%
4/27/2024 Glass Jacobson Investment Advisors llc98,138$3.61M1.4%-1.6%0.050%
4/27/2024 Fonville Wealth Management LLC152,793$5.62M2.5%+15.7%0.078%
4/27/2024 Capital Performance Advisors LLP558,236$20.52M7.8%-0.1%0.286%
4/27/2024 Austin Asset Management Co Inc197,767$7.27M1.6%+0.7%0.101%
4/26/2024 LifeSteps Financial Inc.1,116$41K0.0%N/A0.001%
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4/26/2024 Heritage Wealth Management Inc. Texas49,782$1.83M1.2%-8.2%0.026%
4/26/2024 Claris Advisors LLC MO335,427$12.33M6.2%+0.7%0.172%
4/25/2024 Capital Investment Advisory Services LLC13,777$506K0.1%-26.9%0.007%
4/25/2024 Valeo Financial Advisors LLC30,124$1.10M0.0%-2.8%0.015%
4/25/2024 Tilson Financial Group Inc.74,039$2.72M1.5%+33.2%0.038%
4/25/2024 Presidio Capital Management LLC13,232$486K0.4%N/A0.007%
4/25/2024 Keb Asset Management LLC698,455$25.67M8.8%+2.1%0.358%
4/25/2024 IFG Advisors LLC15,364$565K0.1%+33.6%0.008%
4/25/2024 Cambridge Investment Research Advisors Inc.159,018$5.84M0.0%+28.5%0.082%
4/24/2024 Family Legacy Inc.54,523$2.00M0.7%+0.9%0.028%
(Data available from 1/1/2016 forward)

DFIV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFIV shares?

During the previous two years, 461 institutional investors and hedge funds held shares of Dimensional International Value ETF. The most heavily invested institutionals were Scissortail Wealth Management LLC ($724.79M), Buckingham Strategic Wealth LLC ($378.85M), Envestnet Asset Management Inc. ($340.98M), Mercer Global Advisors Inc. ADV ($303.86M), Northern Trust Corp ($223.11M), Savant Capital LLC ($207.97M), and Index Fund Advisors Inc. ($133.98M).Learn more on DFIV's institutional investors.

Which institutional investors have been buying Dimensional International Value ETF stock?

Of the 413 institutional investors that purchased Dimensional International Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($6.10M), Mercer Global Advisors Inc. ADV ($5.02M), Savant Capital LLC ($2.57M), Creative Planning ($2.42M), Cerity Partners LLC ($1.93M), Raymond James Financial Services Advisors Inc. ($1.90M), and Buckingham Strategic Partners ($1.90M).

How much institutional buying is happening at Dimensional International Value ETF?

Institutional investors have bought a total of 73,901,110 shares in the last 24 months. This purchase volume represents approximately $2.33B in transactions.

Which Dimensional International Value ETF major shareholders have been selling company stock?

Of the 234 institutional investors that sold Dimensional International Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($2.58M), Buckingham Strategic Partners LLC ($1.45M), Cowa LLC ($1.07M), Wealth Architects LLC ($782.22K), Carlson Capital Management ($690.86K), Buckingham Strategic Wealth LLC ($492.81K), and Pathstone Family Office LLC ($486.67K).

How much institutional selling is happening at Dimensional International Value ETF?

Institutional investors have sold a total of 16,003,962 shares in the last 24 months. This volume of shares sold represents approximately $523.75M in transactions.


This page (NYSEARCA:DFIV) was last updated on 5/25/2024 by MarketBeat.com Staff

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