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Dimensional International Value ETF (DFIV) Institutional Ownership

Dimensional International Value ETF logo
$43.27 +0.07 (+0.16%)
As of 07/3/2025 05:00 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
456
Total
Institutional Inflows
(last 12 months)
$1.92B
Number of
Institutional Sellers
(last 12 months)
242
Total
Institutional Outflows
(last 12 months)
$451.90M
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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
7/3/2025Trinity Financial Advisors LLC643,508$27.56M8.4%+1.3%0.227%
7/3/2025Lam Group Inc.108,418$4.64M3.1%-1.9%0.038%
7/3/2025Collective Family Office LLC50,565$2.17M0.6%+72.3%0.018%
7/3/2025McLean Asset Management Corp397,357$17.17M4.5%-0.6%0.140%
7/3/2025Fiduciary Financial Group LLC512,976$22.00M4.0%+8.3%0.181%
7/2/2025 HBW Advisory Services LLC22,448$961K0.1%+10.3%0.008%
6/11/2025Kondo Wealth Advisors Inc.180,921$7.12M3.5%-1.1%0.066%
6/6/2025Blue Oak Capital LLC122,001$4.80M2.7%+18.5%0.045%
6/3/2025Invst LLC453,247$17.84M2.4%N/A0.166%
5/30/2025Porter White Investment Advisors Inc.110,681$4.36M2.2%N/A0.040%
5/29/2025Apeiron RIA LLC329,992$12.99M3.9%+1.3%0.121%
5/23/2025Strategic Financial Services Inc.856,439$33.71M2.0%+1.1%0.313%
5/20/2025Focus Partners Wealth12,243,964$481.92M1.2%+5.5%4.473%
5/19/2025Jane Street Group LLC2,072,737$81.58M0.0%N/A0.757%
5/19/2025Advisory Alpha LLC88,604$3.49M0.1%-3.2%0.032%
5/19/2025Trinity Financial Advisors LLC635,391$24.40M8.8%+5.8%0.232%
5/16/2025Faithward Advisors LLC7,515$296K0.1%+11.6%0.003%
5/16/2025Kestra Investment Management LLC2,407,903$94.78M3.0%+63.0%0.984%
5/16/2025Jones Financial Companies Lllp311,334$11.40M0.0%-26.2%0.127%
5/16/2025Plancorp LLC2,915,116$114.74M4.5%+7.1%1.191%
5/16/2025NewEdge Advisors LLC43,059$1.70M0.0%-9.8%0.018%
5/16/2025Integrated Wealth Concepts LLC271,087$10.67M0.1%-0.2%0.111%
5/16/2025Investmark Advisory Group LLC90,917$3.58M1.8%-5.9%0.037%
5/16/2025Jentner Corp43,241$1.70M0.5%-20.5%0.018%
5/16/2025Beaird Harris Wealth Management LLC1,190,181$46.85M4.0%+1.3%0.486%
5/16/2025AQR Capital Management LLC109,219$4.30M0.0%+26.3%0.045%
5/15/2025EP Wealth Advisors LLC3,007,183$118.36M0.9%+12.8%1.228%
5/15/2025Focus Partners Advisor Solutions LLC5,592,080$220.10M3.3%+4.0%2.284%
5/15/2025Royal Bank of Canada1,204,174$47.40M0.0%+21.1%0.492%
5/15/2025Betterment LLC104,013$4.09M0.0%-7.3%0.042%
5/15/2025MAI Capital Management44,110$1.74M0.0%+7.2%0.018%
5/15/2025Trace Wealth Advisors LLC44,424$1.75M1.6%+2.6%0.018%
5/15/2025Baird Financial Group Inc.125,558$4.94M0.0%+296.7%0.051%
5/15/2025OLD Mission Capital LLC226,752$8.93M0.1%N/A0.093%
5/15/2025Tortoise Investment Management LLC174,002$6.85M0.7%+6.8%0.071%
5/14/2025RB Capital Management LLC21,959$864K0.2%+6.0%0.009%
5/14/2025Quadcap Wealth Management LLC9,476$373K0.1%-49.3%0.004%
5/14/2025Per Stirling Capital Management LLC.59,623$2.35M0.3%N/A0.024%
5/14/2025Samalin Investment Counsel LLC7,991$315K0.1%-23.5%0.003%
5/14/2025Jane Street Group LLC2,072,737$81.58M0.0%N/A0.847%
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5/14/2025Hill Investment Group Partners LLC644,675$25.37M3.5%-2.2%0.263%
5/14/2025Comerica Bank28,248$1.11M0.0%+7.1%0.012%
5/14/2025Freedom Investment Management Inc.60,663$2.39M0.2%-1.5%0.025%
5/14/2025B&D White Capital Company LLC269,713$10.61M1.5%N/A0.110%
5/14/2025Smartleaf Asset Management LLC17,833$708K0.1%+9.4%0.007%
5/14/2025Northwestern Mutual Wealth Management Co.1,386,230$54.56M0.0%+26.3%0.566%
5/14/2025Sax Wealth Advisors LLC503,075$19.80M1.4%+14.4%0.206%
5/14/2025Kestra Advisory Services LLC258,154$10.16M0.0%-11.7%0.105%
5/14/2025Wescott Financial Advisory Group LLC424,098$16.69M1.7%+1.5%0.173%
5/14/2025Compound Planning Inc.267,912$10.55M0.5%N/A0.109%
5/14/2025CW Advisors LLC11,043$437K0.0%N/A0.005%
5/14/2025Dorsey & Whitney Trust CO LLC26,346$1.04M0.1%+5.4%0.011%
5/14/2025GDS Wealth Management8,951$352K0.0%N/A0.004%
5/14/2025Capital Analysts LLC166,503$6.55M0.2%+203.1%0.068%
5/14/2025Heritage Financial Services LLC8,646$340K0.0%-31.6%0.004%
5/14/2025JT Stratford LLC19,968$786K0.1%-36.3%0.008%
5/14/2025Legacy Financial Advisors Inc.40,791$1.61M0.3%+22.7%0.017%
5/13/2025Northern Trust Corp6,915,313$272.19M0.0%+3.0%2.825%
5/13/2025Steward Partners Investment Advisory LLC125,613$4.94M0.0%+7.3%0.051%
5/13/2025Raymond James Financial Inc.3,241,547$127.59M0.0%+16.1%1.324%
5/13/2025Cowa LLC327,043$12.83M5.4%-11.9%0.134%
5/13/2025Cresset Asset Management LLC61,715$2.43M0.0%+3.3%0.025%
5/13/2025Forvis Mazars Wealth Advisors LLC730,536$28.75M0.7%-10.7%0.298%
5/13/2025Long Island Wealth Management Inc.5,739$226K0.1%N/A0.002%
5/13/2025Kovitz Investment Group Partners LLC1,417,716$55.80M0.3%+3.0%0.579%
5/13/2025Callan Family Office LLC24,350$958K0.1%N/A0.010%
5/13/2025HighTower Advisors LLC3,340,244$131.47M0.2%-1.6%1.364%
5/12/2025Mustard Seed Financial LLC18,620$733K0.6%-5.0%0.008%
5/12/2025Financial Engines Advisors L.L.C.112,443$4.43M0.0%-18.9%0.046%
5/12/2025SouthState Corp857$34K0.0%N/A0.000%
5/12/2025Aveo Capital Partners LLC164,140$6.64M1.1%+9.9%0.067%
5/12/2025Atlas Capital Advisors Inc.32,701$1.29M0.2%+6.2%0.013%
5/12/2025Berger Financial Group Inc27,519$1.08M0.1%+3.5%0.011%
5/12/2025Johnson Financial Group LLC8,649$340K0.0%N/A0.004%
5/12/2025First Western Trust Bank19,497$767K0.0%-15.3%0.008%
5/12/2025Townsquare Capital LLC21,330$840K0.0%+20.9%0.009%
5/12/2025AlphaCore Capital LLC7,565$298K0.0%N/A0.003%
5/12/2025Beacon Harbor Wealth Advisors Inc.97,230$3.83M0.9%-0.4%0.040%
5/9/2025Keb Asset Management LLC811,484$31.94M9.1%+1.9%0.331%
5/9/2025VeraBank N.A.163,492$6.44M1.8%+19.3%0.067%
5/9/2025Pinney & Scofield Inc.425,148$16.73M12.1%+2.8%0.174%
5/9/2025Navigoe LLC390,610$15.37M13.3%-0.1%0.160%
5/9/2025Citizens Financial Group Inc. RI12,236$482K0.0%+10.1%0.005%
5/9/2025Hemington Wealth Management11,582$455K0.1%-5.0%0.005%
5/9/2025Exencial Wealth Advisors LLC694,240$27.33M1.0%+6.8%0.284%
5/9/2025PrairieView Partners LLC17,700$696K0.1%+7.6%0.007%
5/9/2025McMill Wealth Management498,288$19.61M7.1%+10.4%0.204%
5/9/2025Wealthspire Advisors LLC103,896$4.09M0.0%-1.2%0.042%
5/9/2025Financial Connections Group Inc.296,570$11.67M5.3%+11.2%0.121%
5/9/2025Empower Advisory Group LLC6,493$256K0.0%-26.1%0.003%
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5/9/2025Cary Street Partners Financial LLC4,959$195K0.0%-13.0%0.002%
5/9/2025Strategic Investment Solutions Inc. IL156,436$6.16M1.8%-3.5%0.064%
5/9/2025Earned Wealth Advisors LLC565,892$22.27M4.9%+0.4%0.231%
5/9/2025Beta Wealth Group Inc.8,846$348K0.1%-8.1%0.004%
5/9/2025PNC Financial Services Group Inc.7,291,842$287.01M0.2%+3.9%2.979%
5/8/2025Altiora Financial Group LLC187,869$7.40M1.6%-0.2%0.077%
5/8/2025Certified Advisory Corp125,180$4.93M0.6%+2.7%0.051%
5/8/2025Tarbox Family Office Inc.11,789$464K0.1%-8.9%0.005%
5/8/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,858,815$73.16M1.9%+1.1%0.759%
5/8/2025Tillman Hartley LLC309,446$12.18M3.5%-5.4%0.126%
(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, 635 institutional investors and hedge funds held shares of Dimensional International Value ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($788.22M), Mercer Global Advisors Inc. ADV ($631.24M), Focus Partners Wealth ($481.92M), Buckingham Strategic Wealth LLC ($378.85M), Savant Capital LLC ($293.78M), PNC Financial Services Group Inc. ($287.01M), and Northern Trust Corp ($272.19M).Learn more on Dimensional International Value ETF's institutional investors.

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

Of the 564 institutional investors that purchased Dimensional International Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($7.46M), Mercer Global Advisors Inc. ADV ($5.76M), Jane Street Group LLC ($4.15M), Raymond James Financial Inc. ($3.24M), Savant Capital LLC ($3.09M), EP Wealth Advisors LLC ($3.00M), and Kestra Investment Management LLC ($2.41M).

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

Institutional investors have bought a total of 52,065,190 shares in the last 24 months. This purchase volume represents approximately $1.92B in transactions.

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

Of the 242 institutional investors that sold Dimensional International Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($3.52M), Mercer Global Advisors Inc. ADV ($1.60M), Falcon Wealth Planning ($678.04K), Riversedge Advisors LLC ($496.04K), Index Fund Advisors Inc. ($476.31K), Envestnet Asset Management Inc. ($434.11K), and N.E.W. Advisory Services LLC ($266.94K).

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

Institutional investors have sold a total of 12,016,216 shares in the last 24 months. This volume of shares sold represents approximately $451.90M in transactions.



This page (NYSEARCA:DFIV) was last updated on 7/4/2025 by MarketBeat.com Staff
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