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Dimensional International Value ETF (DFIV) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
550
Total
Institutional Inflows
(last 12 months)
$3.31B
Number of
Institutional Sellers
(last 12 months)
277
Total
Institutional Outflows
(last 12 months)
$3.36B
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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
10/13/2026Forvis Mazars Wealth Advisors LLC674,200$37.66M0.6%-91.8%0.174%
10/13/2026Accel Wealth Management157,875$8.82M1.9%+13.5%0.041%
10/13/2026Financial Futures Ltd Liability Co.217,167$12.13M4.5%+3.1%0.056%
10/13/2026McGlone Suttner Wealth Management Inc.704,178$39.34M4.5%+0.1%0.182%
10/13/2026Level Financial Advisors19,646$1.10M0.2%-1.3%0.005%
10/13/2026Sax Wealth Advisors LLC1,138,487$63.60M1.8%+20.6%0.294%
10/13/2026Avior Wealth Management LLC121,440$6.78M0.2%N/A0.031%
10/10/2026RTD Financial Advisors Inc.104,297$5.83M0.6%+45.1%0.027%
10/10/2026Prism Advisors Inc.337,438$18.65M4.7%-9.8%0.087%
10/9/2026CogentBlue Wealth Advisors LLC20,221$1.13M1.1%-1.2%0.005%
10/9/2026Wedmont Private Capital34,276$1.90M0.0%+22.2%0.009%
10/9/2026Koenig Investment Advisory LLC21,621$1.21M0.8%N/A0.006%
10/9/2026BOS Asset Management LLC10,217$571K0.1%-5.3%0.003%
10/9/2026Breakwater Capital Group100,137$5.59M0.7%-0.2%0.026%
10/9/2026Prosperity Planning Inc.19,131$1.07M0.2%-1.3%0.005%
10/9/2026Hardin Capital Partners LLC21,963$1.23M0.5%+2.3%0.006%
10/9/2026Eclectic Associates Inc. ADV852,853$47.64M5.3%N/A0.220%
10/9/2026Market Street Wealth Management Advisors LLC372,724$20.82M3.0%-1.2%0.096%
10/9/2026Acropolis Investment Management LLC509,494$28.46M1.1%N/A0.131%
10/8/2026Factor Wealth Management LTD488,379$27.28M4.3%-2.4%0.126%
10/8/2026Farther Finance Advisors LLC4,992,574$278.89M1.9%+5.9%1.288%
10/8/2026Apeiron RIA LLC327,127$18.03M4.1%-0.2%0.084%
10/8/2026Apella Capital LLC2,083,562$115.03M1.5%+7.2%0.538%
10/8/2026Everhart Financial Group Inc.6,339$354K0.0%+13.5%0.002%
10/8/2026Avidian Wealth Enterprises LLC145,088$8.11M0.2%N/A0.037%
10/8/2026Valeo Financial Advisors LLC47,353$2.65M0.1%+14.2%0.012%
10/8/2026Winebrenner Capital Management LLC3,771$211K0.1%-8.1%0.001%
10/7/2026Cooper Financial Group58,793$3.28M0.3%N/A0.015%
10/7/2026Epiq Partners LLC8,707$486K0.2%+21.7%0.002%
10/7/2026Baring Financial LLC71,172$3.98M2.2%+2.5%0.018%
10/7/2026Investors Research Corp1,853$104K0.0%N/A0.000%
10/7/2026Wealth Enhancement Trust Services Inc.23,618$1.32M0.1%-2.2%0.006%
10/7/2026Nautilus Advisors LLC47,431$2.65M1.7%+1.3%0.012%
10/6/2026Bank of New Hampshire153,875$8.60M1.9%+0.9%0.040%
10/6/2026Iowa State Bank15,357$858K0.1%N/A0.004%
10/5/2026Baker Tilly Wealth Management LLC160,595$8.97M1.8%-4.8%0.041%
10/5/2026Collective Family Office LLC51,717$2.89M0.6%+1.8%0.013%
10/2/2026 Versant Capital Management Inc18,244$1.02M0.1%+2.8%0.005%
9/25/2026Atomic Invest LLC3,105$168K0.0%-7.4%0.001%
9/23/2026QRG Capital Management Inc.29,940$1.62M0.0%N/A0.008%
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9/23/2026Envestnet Portfolio Solutions Inc.94,567$5.11M0.0%+0.7%0.025%
9/23/2026Envestnet Asset Management Inc.5,084,560$274.67M0.0%+21.4%1.323%
9/21/2026Premier Financial Group701,432$37.89M8.3%-0.5%0.188%
9/15/2026Cherry Tree Wealth Management LLC48,562$2.62M0.5%+52.5%0.013%
9/9/2026Tortoise Investment Management LLC181,496$9.80M0.7%+0.4%0.049%
9/9/2026Sequoia Financial Advisors LLC1,217,842$65.79M0.3%-2.2%0.326%
9/9/2026Capital Analysts LLC396,571$21.42M0.5%+8.7%0.106%
9/9/2026AG Asset Advisory LLC79,712$4.31M3.5%+1.3%0.021%
9/9/2026Integrated Wealth Concepts LLC302,192$16.32M0.1%+3.9%0.081%
9/9/2026RFG Advisory LLC13,334$720K0.0%-3.9%0.004%
9/9/2026NewEdge Advisors LLC61,277$3.31M0.0%+34.0%0.016%
9/9/2026IFP Advisors Inc66,320$3.58M0.1%+5.3%0.018%
9/9/2026Baird Financial Group Inc.616,504$33.30M0.0%+9.2%0.165%
9/9/2026One Charles Private Wealth Services LLC9,157$495K0.1%-6.5%0.002%
9/9/2026XY Planning Network Inc.26,346$1.42M0.2%+39.1%0.007%
9/8/2026Mraz Amerine & Associates Inc.274,258$14.82M2.1%+1.6%0.074%
9/8/2026Hudock Inc.673,584$36.39M4.7%+1.5%0.181%
9/8/2026Allworth Financial LP507,224$27.40M0.1%-2.2%0.136%
9/8/2026Powerhouse Assets LLC28,698$1.55M1.3%-5.7%0.008%
9/8/2026Waverly Advisors LLC940,947$50.83M0.3%+371.0%0.252%
9/4/2026Parkside Financial Bank & Trust7,372$398K0.0%-5.5%0.002%
9/2/2026Range Advisory LLC10,381$561K0.1%+122.1%0.003%
8/27/2026Corient Private Wealth LP3,517,784$190.03M0.3%-35.4%0.943%
8/25/2026Tobias Financial Advisors Inc.610,701$32.99M4.0%+2.5%0.164%
8/24/2026Serenity Investment Advisors134,329$7.76M3.3%+9.2%0.036%
8/24/2026Strategic Financial Services Inc.820,043$44.30M1.9%-1.6%0.220%
8/23/2026Studio Investment Management LLC25,691$1.39M0.2%+54.5%0.007%
8/23/2026Washington Trust Advisors Inc.34,667$1.87M0.1%+1.1%0.009%
8/23/2026Ameritas Advisory Services LLC22,848$1.23M0.0%+3,591.1%0.006%
8/23/2026Wedmont Private Capital28,039$1.55M0.0%-7.4%0.008%
8/23/2026Andrews Lucia Wealth Management LLC206,876$11.18M5.9%-1.8%0.055%
8/23/2026Operose Advisors LLC2,009$109K0.0%-10.3%0.001%
8/23/2026HB Wealth Management LLC76,013$4.11M0.0%+262.5%0.020%
8/23/2026Angeles Wealth Management LLC4,594$248K0.0%+91.1%0.001%
8/22/2026Tenet Wealth Partners LLC17,981$1.01M0.7%N/A0.005%
8/22/2026SeedSafe Financial LLC231,864$12.53M8.9%N/A0.062%
8/22/2026Old Mission Investment Co LLC9,335$504K0.1%N/A0.003%
8/22/2026Montgomery Financial Services LLC607$33K0.0%N/A0.000%
8/22/2026K2 Financial Inc.9,089$504K0.4%-12.5%0.002%
8/22/2026Valued Retirements Inc.109,448$5.91M5.1%-1.0%0.029%
8/22/2026TD Waterhouse Canada Inc.1,481$78K0.0%N/A0.000%
8/22/2026Lakeshore Financial Planning Inc.65,342$3.53M1.1%-2.2%0.018%
8/22/2026Concurrent Investment Advisors LLC17,871$965K0.0%+3.0%0.005%
8/21/2026Kraft Davis & Associates LLC92,056$5.04M1.0%+7.6%0.025%
8/21/2026Greenspring Advisors LLC46,092$2.49M0.1%+1.0%0.012%
8/21/2026Safeguard Investment Advisory Group LLC4,856$262K0.1%-15.0%0.001%
8/21/2026InTrack Investment Management Inc96,942$5.24M2.6%-2.5%0.026%
8/21/2026Beacon Financial Advisory LLC29,672$1.60M0.3%+20.8%0.008%
8/21/2026Secure Asset Management LLC28,629$1.55M0.2%-1.0%0.008%
8/21/2026Bedel Financial Consulting Inc.87,003$4.70M0.4%-0.5%0.023%
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8/21/2026Triumph Capital Management48,929$2.64M0.5%+11.3%0.013%
8/21/2026Legacy Financial Advisors Inc.50,660$2.74M0.3%+3.1%0.014%
8/20/2026Rehmann Capital Advisory Group27,245$1.47M0.1%-1.8%0.007%
8/20/2026Orgel Wealth Management LLC3,868$209K0.0%N/A0.001%
8/20/2026Greenleaf Trust6,234$337K0.0%N/A0.002%
7/10/2026Accel Wealth Management139,100$7.51M1.7%+17.0%0.038%
7/10/2026Whitener Capital Management Inc.4,580$247K0.1%+10.8%0.001%
7/10/2026JFS Wealth Advisors LLC36,131$1.95M0.1%+1.9%0.010%
7/10/2026DiNuzzo Private Wealth Inc.234,686$12.68M1.3%-1.2%0.064%
7/10/2026Peirce Capital Management LLC296,414$16.01M5.9%-7.8%0.081%


DFIV Institutional Ownership - Frequently Asked Questions

During the previous two years, 840 institutional investors and hedge funds held shares of Dimensional International Value ETF. The most heavily invested institutionals were Northwestern Mutual Wealth Management Co. ($1.47B), Mercer Global Advisors Inc. ADV ($1.07B), PNC Financial Services Group Inc. ($868.54M), Focus Partners Wealth ($689.79M), Savant Capital LLC ($428.61M), Northern Trust Corp ($361.15M), and EP Wealth Advisors LLC ($304.33M).Learn more on Dimensional International Value ETF's institutional investors.

Of the 760 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: Northwestern Mutual Wealth Management Co. ($28.37M), PNC Financial Services Group Inc. ($10.34M), EP Wealth Advisors LLC ($7.92M), Jane Street Group LLC ($4.95M), Corient Private Wealth LLC ($4.35M), Raymond James Financial Inc. ($3.78M), and Envestnet Asset Management Inc. ($3.52M).

Institutional investors have bought a total of 67,122,617 shares in the last 24 months. This purchase volume represents approximately $3.31B in transactions.

Of the 277 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: Northwestern Mutual Wealth Management Co. ($26.80M), Envestnet Asset Management Inc. ($16.58M), Perritt Capital Management Inc ($8.56M), Forvis Mazars Wealth Advisors LLC ($7.58M), Corient Private Wealth LP ($1.93M), Total Wealth Planning LLC ($835.93K), and Focus Partners Advisor Solutions LLC ($783.33K).

Institutional investors have sold a total of 68,264,939 shares in the last 24 months. This volume of shares sold represents approximately $3.36B in transactions.



Institutional ownership data for NYSEARCA:DFIV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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