Free Trial

Dimensional International Value ETF (DFIV) Institutional Ownership

Dimensional International Value ETF logo
$54.72 +0.56 (+1.03%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
594
Total
Institutional Inflows
(last 12 months)
$4.79B
Number of
Institutional Sellers
(last 12 months)
317
Total
Institutional Outflows
(last 12 months)
$2.95B
Get DFIV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Dimensional International Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026Compass Financial Group Inc.135,457$7.15M3.2%-1.0%0.039%
5/5/2026Bank of New York Mellon Corp26,973$1.42M0.0%-14.2%0.008%
5/5/2026Geneos Wealth Management Inc.28,233$1.49M0.0%+399.3%0.008%
5/5/2026Signet Financial Management LLC77,200$4.08M0.5%+2.3%0.022%
5/5/2026Sanctuary 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%
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%
4/29/2026 Jackson Thornton Wealth Management LLC1,602,043$88.31M7.8%-0.6%0.457%
4/29/2026 Corus Family Wealth Advisors69,211$3.65M3.0%+8.4%0.020%
4/29/2026 Strata Wealth Advisors LLC41,933$2.21M0.6%-4.1%0.012%
4/29/2026 Family CFO Inc64,609$3.41M1.5%+0.5%0.018%
4/29/2026 Oceanside Advisors LLC168,339$8.89M5.1%+0.1%0.048%
4/28/2026 Busey Bank7,151$377K0.0%+70.1%0.002%
4/28/2026 Planning Center Inc.673,881$35.57M3.6%-9.8%0.192%
4/28/2026 HBE Wealth Management LLC33,401$1.76M1.5%-2.1%0.010%
4/28/2026 Powerhouse Assets LLC30,442$1.61M1.4%+8.4%0.009%
4/28/2026 CWS Financial Advisors LLC5,068$267K0.1%-10.3%0.001%
4/28/2026 Beacon Financial Advisory LLC24,557$1.30M0.3%+10.1%0.007%
4/28/2026 Level Wealth Management LLC4,274$226K0.1%N/A0.001%
4/27/2026 TCI Wealth Advisors Inc.1,611,107$85.03M4.5%-1.1%0.462%
4/27/2026 Apeiron RIA LLC330,167$17.43M4.0%-1.8%0.095%
4/27/2026 Arcadia Wealth Management LLC29,258$1.54M0.6%-4.1%0.008%
4/27/2026 HB Wealth Management LLC20,971$1.11M0.0%+66.0%0.006%
4/27/2026 Mustard Seed Financial LLC16,324$862K0.5%-8.6%0.005%
4/27/2026 BIP Wealth LLC22,794$1.20M0.0%+12.7%0.007%
4/27/2026 Baer Investment Advisory LLC7,686$406K0.0%N/A0.002%
4/27/2026 World Investment Advisors101,568$5.36M0.1%+42.7%0.029%
4/27/2026 Flagstone Financial Management7,320$386K0.1%-4.3%0.002%
4/27/2026 Private Advisor Group LLC104,606$5.52M0.0%+79.9%0.030%
4/27/2026 Trademark Financial Management LLC198,062$10.45M5.1%+25.6%0.057%
4/25/2026 Bayshore Asset Management LLC439,261$23.18M9.2%-2.5%0.126%
4/25/2026 Able Wealth Management LLC15,739$831K0.2%-9.3%0.005%
4/24/2026 Root Financial Partners LLC872,659$46.06M2.1%+5.7%0.250%
4/24/2026 Keb Asset Management LLC886,759$46.80M9.0%+3.3%0.255%
4/24/2026 Barnes Pettey Financial Advisors LLC123,781$6.53M2.8%+20.7%0.036%
4/24/2026 Squire Investment Management Company LLC397,188$20.96M5.8%-0.2%0.114%
4/24/2026 Balentine LLC16,373$864K0.0%-15.2%0.005%
4/24/2026 Verus Wealth Management LLC31,209$1.65M1.5%-3.1%0.009%
4/24/2026 DeLarme Wealth Management Inc.111,474$5.88M3.8%-1.1%0.032%
4/24/2026 Peoples Bank OH42,444$2.24M1.4%+22.2%0.012%
4/24/2026 Global Trust Asset Management LLC5,565$294K0.1%-7.9%0.002%
4/24/2026 Prism Advisors Inc.417,363$22.03M5.9%-3.2%0.120%
4/23/2026 Caliber Wealth Management LLC KS193,928$10.24M1.1%-1.5%0.056%
4/23/2026 Graver Capital Management LLC103,135$5.44M4.1%+3.5%0.030%
4/23/2026 Forum Financial Management LP376,732$19.88M0.3%-1.6%0.108%
4/23/2026 Noble Family Wealth LLC5,842$308K0.1%-10.2%0.002%
4/23/2026 Guardian Wealth Management LLC257,587$13.73M4.2%-7.1%0.074%
4/23/2026 McLean Asset Management Corp358,292$18.91M3.3%-0.7%0.103%
4/23/2026 Pasadena Private Wealth LLC11,350$599K0.1%N/A0.003%
4/23/2026 Coston McIsaac & Partners18,087$954K0.2%+4.6%0.005%
4/23/2026 Formidable Asset Management LLC12,402$619K0.1%-5.9%0.004%
4/22/2026 First Financial Group Corp10,110$534K0.4%+2.5%0.003%
4/22/2026 Lam Group Inc.106,938$5.64M3.1%+0.5%0.031%
4/22/2026 Financial Futures Ltd Liability Co.206,016$10.87M4.8%+3.7%0.059%
4/22/2026 Janney Montgomery Scott LLC62,617$3.31M0.0%+15.9%0.018%
4/22/2026 Foundry Financial LLC4,441$234K0.1%+10.6%0.001%
4/22/2026 Narus Financial Partners LLC9,723$513K0.1%+18.5%0.003%
4/21/2026 Compass Advisory Group LLC9,906$523K0.1%+78.7%0.003%
4/21/2026 Armbruster Capital Management Inc.100,170$5.29M0.9%+3.1%0.029%
4/21/2026 Long Island Wealth Management Inc.12,624$666K0.3%+106.5%0.004%
4/21/2026 GHP Investment Advisors Inc.1,002$53K0.0%+100.4%0.000%
4/21/2026 Falcon Wealth Planning1,259,446$66.47M4.5%+0.8%0.362%


DFIV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFIV shares?

During the previous two years, 821 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. ($772.16M), 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.

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

Of the 752 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. ($9.36M), EP Wealth Advisors LLC ($8.16M), 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).

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

Institutional investors have bought a total of 104,877,778 shares in the last 24 months. This purchase volume represents approximately $4.79B in transactions.

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

Of the 316 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).

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

Institutional investors have sold a total of 61,555,902 shares in the last 24 months. This volume of shares sold represents approximately $2.95B in transactions.



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