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Dimensional International Value ETF (DFIV) Institutional Ownership

Dimensional International Value ETF logo
$55.55 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
603
Total
Institutional Inflows
(last 12 months)
$4.56B
Number of
Institutional Sellers
(last 12 months)
310
Total
Institutional Outflows
(last 12 months)
$2.92B
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Skip Chart & View Institutional Buying and Selling Data

DFIV Institutional Buying and Selling by Quarter

Dimensional International Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026WNY Asset Management LLC5,219$275K0.0%N/A0.001%
5/22/2026 Segall Bryant & Hamill LLC124,942$6.59M0.1%+1.2%0.036%
5/21/2026 J. Derek Lewis & Associates Inc.17,489$923K0.2%+1.2%0.005%
5/21/2026 BankChampaign National Association2,451$129K0.1%N/A0.001%
5/20/2026 J. Mark Nickell & Co.148,383$7.83M7.1%-1.2%0.042%
5/19/2026 NewEdge Advisors LLC43,000$2.27M0.0%-5.5%0.012%
5/19/2026 Ariadne Wealth Management LP77,636$4.10M1.8%-0.5%0.022%
5/19/2026 Bank of America Corp DE3,398,047$179.35M0.0%+34.0%0.971%
5/19/2026 Arkadios Wealth Advisors41,575$2.19M0.0%N/A0.012%
5/18/2026 EverSource Wealth Advisors LLC117,830$6.22M0.2%-0.2%0.034%
5/18/2026 Royal Bank of Canada1,463,439$77.24M0.0%+8.0%0.418%
5/18/2026 Estate Counselors LLC115,730$6.11M0.5%-0.8%0.033%
5/16/2026 Quantinno Capital Management LP197,532$10.43M0.0%+72.3%0.056%
5/16/2026 Family Manage LLC62,118$3.28M0.4%N/A0.018%
5/15/2026 Cardiff Park Advisors LLC236,652$12.49M1.0%-2.8%0.068%
5/15/2026 Gateway Wealth Partners LLC4,160$220K0.0%N/A0.001%
5/15/2026 Quadcap Wealth Management LLC11,699$617K0.1%-2.1%0.003%
5/15/2026 Everest Financial Group LLC21,990$1.16M0.2%N/A0.006%
5/15/2026 Vawter Financial Ltd.3,800$201K0.1%N/A0.001%
5/15/2026 Waverly Advisors LLC199,793$10.55M0.1%+5.4%0.057%
5/15/2026 Broadhurst Jeffrey B50,222$2.65M2.7%N/A0.014%
5/14/2026 Renaissance Technologies LLC12,900$681K0.0%N/A0.004%
5/14/2026 Compound Planning Inc.193,406$10.21M0.3%+5.2%0.055%
5/14/2026 CLG LLC68,603$3.62M0.9%+3.5%0.020%
5/14/2026 Keebeck Wealth Management3,791$200K0.0%N/A0.001%
5/14/2026 Sei Investments Co.25,689$1.36M0.0%+11.5%0.007%
5/14/2026 Lido Advisors LLC14,645$773K0.0%-23.6%0.004%
5/14/2026 B&D White Capital Company LLC326,700$17.24M2.1%+27.0%0.093%
5/14/2026 Monograph Wealth Advisors LLC241,227$12.73M1.2%-1.1%0.069%
5/13/2026 Cetera Investment Advisers1,864,900$98.43M0.1%+11.4%0.533%
5/13/2026 Sachem Hill LLC573,203$30.25M5.9%-3.2%0.164%
5/13/2026 NewEdge Wealth LLC81,806$4.32M0.1%N/A0.023%
5/8/2026 PNC Financial Services Group Inc.16,455,753$868.54M0.5%+6.3%4.700%
5/8/2026 One Charles Private Wealth Services LLC9,798$517K0.1%-16.4%0.003%
5/8/2026 Cassaday & Co Wealth Management LLC1,469$78K0.0%N/A0.000%
5/8/2026 JMG Financial Group Ltd.52,880$2.79M0.1%+9.1%0.015%
5/7/2026 Legacy Wealth Managment LLC ID916$48K0.0%N/A0.000%
5/7/2026 Beta Wealth Group Inc.9,657$510K0.2%+27.0%0.003%
5/7/2026 Hanover Advisors Inc.12,177$643K0.3%+2.4%0.003%
5/7/2026 AlTi Global Inc.14,500$765K0.0%N/A0.004%
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5/7/2026 Earned Wealth Advisors LLC1,010,586$53.34M3.6%+52.2%0.289%
5/7/2026 Basepoint Wealth LLC1,293$68K0.0%N/A0.000%
5/7/2026 Balefire LLC4,451$235K0.0%N/A0.001%
5/7/2026 Parallel Advisors LLC17,757$937K0.0%-11.6%0.005%
5/6/2026 Sterling Financial Planning Inc.308,128$16.26M4.8%-3.4%0.088%
5/6/2026 Benningfield Financial Advisors LLC93,817$4.95M3.9%-2.0%0.027%
5/6/2026 Aviance Capital Partners LLC78,123$4.12M0.5%+7.5%0.022%
5/6/2026 Bartlett & CO. Wealth Management LLC3,318$180K0.0%+47.6%0.001%
5/6/2026 Zhang Financial LLC38,987$2.06M0.1%-4.6%0.011%
5/6/2026 Modera Wealth Management LLC2,233,998$117.91M1.4%-2.0%0.638%
5/6/2026 Assetmark Inc.2,897$153K0.0%+22.6%0.001%
5/6/2026 Angeles Wealth Management LLC2,404$127K0.0%+2,328.3%0.001%
5/6/2026 Oder Investment Management LLC12,133$640K0.5%+21.7%0.003%
5/5/2026 Ferguson Johnson Wealth Management Inc50,105$2.64M2.1%-4.6%0.014%
5/5/2026 D.A. Davidson & CO.18,490$976K0.0%-7.0%0.005%
5/5/2026 Compass Financial Group Inc.135,457$7.15M3.2%-1.0%0.039%
5/5/2026 Bank of New York Mellon Corp26,973$1.42M0.0%-14.2%0.008%
5/5/2026 Geneos Wealth Management Inc.28,233$1.49M0.0%+399.3%0.008%
5/5/2026 Signet Financial Management LLC77,200$4.08M0.5%+2.3%0.022%
5/5/2026 Sanctuary Advisors LLC161,966$8.55M0.0%-5.8%0.046%
5/5/2026 Sigma Planning Corp4,120$217K0.0%N/A0.001%
5/5/2026 Cogent Strategic Wealth LLC105,793$5.58M5.7%+1.6%0.030%
5/5/2026 Nwam LLC13,588$717K0.0%-7.3%0.004%
5/4/2026 Summit Wealth Group LLC4,471$236K0.1%+5.2%0.001%
5/4/2026 Beckerman Institutional LLC76,368$4.03M2.1%+6.5%0.022%
5/4/2026 Mattern Capital Management LLC15,309$808K0.1%+48.8%0.004%
5/4/2026 Lutz Financial Services LLC29,067$1.53M0.1%-1.9%0.008%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,785,481$94.24M1.6%-1.2%0.510%
5/4/2026 Bleakley Financial Group LLC98,542$5.20M0.1%N/A0.028%
5/4/2026 HBW Advisory Services LLC22,923$1.21M0.1%+2.1%0.007%
5/4/2026 Chicago Partners Investment Group LLC28,213$1.54M0.0%+2.9%0.008%
5/4/2026 Ruedi Wealth Management Inc.287,414$15.17M3.9%-5.5%0.082%
5/4/2026 Vantage Point Financial LLC33,002$1.74M0.6%-4.1%0.009%
5/4/2026 Uptick Partners LLC11,441$604K0.1%N/A0.003%
5/4/2026 Del Sette Capital Management LLC95,714$5.05M3.0%-15.3%0.027%
5/2/2026 Navigate Wealth Management LLC84,550$4.60M3.2%N/A0.024%
5/2/2026 Navigoe LLC384,561$20.30M12.0%-1.3%0.110%
5/2/2026 Strategic Wealth Advisors LLC600$31K0.0%N/A0.000%
5/2/2026 Diversify Wealth Management LLC17,936$967K0.0%N/A0.005%
5/2/2026 Valmark Advisers Inc.67,231$3.55M0.0%N/A0.019%
5/1/2026 180 Wealth Advisors LLC4,208$222K0.0%N/A0.001%
5/1/2026 Seaside Wealth Management Inc.6,605$349K0.1%-5.2%0.002%
5/1/2026 Castle Wealth Management LLC92,859$4.90M1.6%+4.0%0.027%
5/1/2026 Citizens Financial Group Inc. RI13,197$697K0.0%-52.0%0.004%
5/1/2026 Midwest Trust Co15,492$818K0.0%+24.9%0.004%
5/1/2026 Fifth Third Bancorp32,561$1.72M0.0%+56.3%0.009%
5/1/2026 Sovran Advisors LLC13,589$749K0.1%+12.9%0.004%
5/1/2026 EQ Wealth Advisors LLC201,567$10.64M6.2%+9.0%0.058%
5/1/2026 Financial Connections Group Inc.320,867$16.94M5.9%-3.5%0.091%
5/1/2026 Sequoia Financial Advisors LLC1,245,125$65.72M0.4%-3.2%0.355%
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4/30/2026 Team Hewins LLC1,761,273$92.96M27.6%+0.1%0.502%
4/30/2026 Valued Wealth Advisors LLC82,591$4.36M1.8%+132.0%0.024%
4/30/2026 Kestra Advisory Services LLC486,448$25.68M0.1%+18.8%0.139%
4/30/2026 Summit Portfolio Management LTD.16,959$895K0.6%N/A0.005%
4/30/2026 SwitchPoint Financial Planning LLC54,369$2.87M1.9%+1.1%0.015%
4/30/2026 Austin Asset Management Co Inc204,274$10.78M1.8%-3.5%0.058%
4/30/2026 CFS Investment Advisory Services LLC367,348$20.41M1.4%-14.1%0.105%
4/30/2026 Staley Capital Advisers Inc.8,302$438K0.0%N/A0.002%
4/29/2026 Arbor Trust Wealth Advisors LLC4,126$218K0.1%N/A0.001%
4/29/2026 American Capital Advisory LLC1,464$77K0.0%-23.3%0.000%


DFIV Institutional Ownership - Frequently Asked Questions

During the previous two years, 833 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 762 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. ($28.49M), PNC Financial Services Group Inc. ($10.34M), EP Wealth Advisors LLC ($8.09M), Jane Street Group LLC ($4.95M), Envestnet Asset Management Inc. ($4.45M), Corient Private Wealth LLC ($4.35M), and Raymond James Financial Inc. ($3.78M).

Institutional investors have bought a total of 98,135,438 shares in the last 24 months. This purchase volume represents approximately $4.56B in transactions.

Of the 310 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), Total Wealth Planning LLC ($835.93K), Focus Partners Advisor Solutions LLC ($806.72K), Jane Street Group LLC ($706.73K), and Kestra Investment Management LLC ($528.15K).

Institutional investors have sold a total of 60,878,384 shares in the last 24 months. This volume of shares sold represents approximately $2.92B in transactions.


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This page (NYSEARCA:DFIV) was last updated on 5/25/2026 by MarketBeat.com Staff.
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