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Dimensional International Value ETF (DFIV) Institutional Ownership

Dimensional International Value ETF logo
$59.10 +0.77 (+1.31%)
As of 12:20 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Dimensional International Value ETF (NYSEARCA:DFIV)

Number of
Institutional Buyers
(last 12 months)
553
Total
Institutional Inflows
(last 12 months)
$3.14B
Number of
Institutional Sellers
(last 12 months)
273
Total
Institutional Outflows
(last 12 months)
$2.94B
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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
9/2/2026Range Advisory LLC10,381$561K0.1%+122.1%0.003%
8/27/2026 Corient Private Wealth LP3,517,784$190.03M0.3%-35.4%0.943%
8/25/2026 Tobias Financial Advisors Inc.610,701$32.99M4.0%+2.5%0.164%
8/24/2026 Serenity Investment Advisors134,329$7.76M3.3%+9.2%0.036%
8/24/2026 Strategic Financial Services Inc.820,043$44.30M1.9%-1.6%0.220%
8/23/2026 Studio Investment Management LLC25,691$1.39M0.2%+54.5%0.007%
8/23/2026 Washington Trust Advisors Inc.34,667$1.87M0.1%+1.1%0.009%
8/23/2026 Ameritas Advisory Services LLC22,848$1.23M0.0%+3,591.1%0.006%
8/23/2026 Wedmont Private Capital28,039$1.55M0.0%-7.4%0.008%
8/23/2026 Andrews Lucia Wealth Management LLC206,876$11.18M5.9%-1.8%0.055%
8/23/2026 Operose Advisors LLC2,009$109K0.0%-10.3%0.001%
8/23/2026 HB Wealth Management LLC76,013$4.11M0.0%+262.5%0.020%
8/23/2026 Angeles Wealth Management LLC4,594$248K0.0%+91.1%0.001%
8/22/2026 Tenet Wealth Partners LLC17,981$1.01M0.7%N/A0.005%
8/22/2026 SeedSafe Financial LLC231,864$12.53M8.9%N/A0.062%
8/22/2026 Old Mission Investment Co LLC9,335$504K0.1%N/A0.003%
8/22/2026 Montgomery Financial Services LLC607$33K0.0%N/A0.000%
8/22/2026 K2 Financial Inc.9,089$504K0.4%-12.5%0.002%
8/22/2026 Valued Retirements Inc.109,448$5.91M5.1%-1.0%0.029%
8/22/2026 TD Waterhouse Canada Inc.1,481$78K0.0%N/A0.000%
8/22/2026 Lakeshore Financial Planning Inc.65,342$3.53M1.1%-2.2%0.018%
8/22/2026 Concurrent Investment Advisors LLC17,871$965K0.0%+3.0%0.005%
8/21/2026 Kraft Davis & Associates LLC92,056$5.04M1.0%+7.6%0.025%
8/21/2026 Greenspring Advisors LLC46,092$2.49M0.1%+1.0%0.012%
8/21/2026 Safeguard Investment Advisory Group LLC4,856$262K0.1%-15.0%0.001%
8/21/2026 InTrack Investment Management Inc96,942$5.24M2.6%-2.5%0.026%
8/21/2026 Beacon Financial Advisory LLC29,672$1.60M0.3%+20.8%0.008%
8/21/2026 Secure Asset Management LLC28,629$1.55M0.2%-1.0%0.008%
8/21/2026 Bedel Financial Consulting Inc.87,003$4.70M0.4%-0.5%0.023%
8/21/2026 Triumph Capital Management48,929$2.64M0.5%+11.3%0.013%
8/21/2026 Legacy Financial Advisors Inc.50,660$2.74M0.3%+3.1%0.014%
8/20/2026 Rehmann Capital Advisory Group27,245$1.47M0.1%-1.8%0.007%
8/20/2026 Orgel Wealth Management LLC3,868$209K0.0%N/A0.001%
8/20/2026 Greenleaf Trust6,234$337K0.0%N/A0.002%
7/10/2026 Accel Wealth Management139,100$7.51M1.7%+17.0%0.038%
7/10/2026 Whitener Capital Management Inc.4,580$247K0.1%+10.8%0.001%
7/10/2026 JFS Wealth Advisors LLC36,131$1.95M0.1%+1.9%0.010%
7/10/2026 DiNuzzo Private Wealth Inc.234,686$12.68M1.3%-1.2%0.064%
7/10/2026 Peirce Capital Management LLC296,414$16.01M5.9%-7.8%0.081%
7/10/2026 Fiduciary Financial Group LLC681,788$36.83M4.2%+12.3%0.185%
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7/10/2026 City Holding Co.3,300$178K0.0%N/A0.001%
7/10/2026 Prosperity Planning Inc.19,384$1.05M0.2%-12.7%0.005%
7/10/2026 Redhawk Wealth Advisors Inc.9,874$533K0.1%+29.4%0.003%
7/9/2026 Kraft Davis & Associates LLC92,056$5.04M1.0%+7.6%0.025%
7/9/2026 Focus Financial Network Inc.34,512$1.86M0.1%+4.0%0.009%
7/9/2026 Pettinga Financial Advisors LLC61,024$3.30M0.5%+56.5%0.017%
7/9/2026 Everhart Financial Group Inc.5,586$302K0.0%+20.8%0.002%
7/9/2026 Sax Wealth Advisors LLC943,741$49.81M1.8%+5.3%0.257%
7/9/2026 West Financial Advisors LLC4,607$249K0.0%+591.7%0.001%
7/9/2026 Breakwater Capital Group100,377$5.42M0.7%+0.6%0.027%
7/9/2026 Valeo Financial Advisors LLC41,479$2.24M0.0%+40.8%0.011%
7/8/2026 Beaird Harris Wealth Management LLC1,144,454$61.82M3.8%-0.4%0.307%
7/8/2026 Baring Financial LLC69,464$3.75M2.1%+2.7%0.019%
7/8/2026 Strategic Investment Solutions Inc. IL153,038$8.27M1.9%+2.5%0.042%
7/8/2026 Factor Wealth Management LTD500,179$27.02M4.1%+13.2%0.136%
7/8/2026 NerdWallet Wealth Partners LLC18,783$1.02M0.3%N/A0.005%
7/8/2026 Apella Capital LLC1,943,050$107.37M1.5%+2.5%0.528%
7/8/2026 Evanson Financial LLC1,430,696$77.29M3.8%N/A0.389%
7/8/2026 Eclectic Associates Inc. ADV827,730$44.71M5.1%+4.6%0.225%
7/8/2026 Hardin Capital Partners LLC21,463$1.16M0.5%+10.1%0.006%
7/8/2026 Archer Investment Management LLC11,222$606K0.2%-2.0%0.003%
7/7/2026 Foster Group Inc.2,937,971$158.71M4.2%+0.2%0.799%
7/7/2026 Dynamic Advisor Solutions LLC12,049$651K0.0%+78.9%0.003%
7/7/2026 GAMMA Investing LLC6,206$335K0.0%N/A0.002%
7/7/2026 Avior Wealth Management LLC119,975$6.48M0.2%+1.5%0.033%
7/7/2026 Epiq Partners LLC7,152$386K0.2%N/A0.002%
7/7/2026 Trinity Financial Advisors LLC668,402$36.11M9.3%+0.9%0.182%
7/2/2026 Collective Family Office LLC50,807$2.75M0.6%-1.8%0.014%
7/2/2026 CX Institutional903$49K0.0%-37.6%0.000%
6/22/2026 Sapient Capital LLC5,289$279K0.0%N/A0.002%
6/16/2026 Steelhead Wealth Management LLC38,283$2.02M1.0%N/A0.011%
6/11/2026 E Wealth Partners LLC11,621$613K0.5%-22.9%0.003%
6/9/2026 Robinswood Financial LLC249,488$13.17M16.6%N/A0.071%
6/4/2026 Fischer Investment Strategies LLC357,778$18.88M11.0%+17.6%0.102%
6/3/2026 Parallel Advisors LLC17,757$937K0.0%-11.6%0.005%
6/3/2026 NewEdge Advisors LLC45,746$2.41M0.0%+0.5%0.013%
5/29/2026 Asset Dedication LLC31,754$1.68M0.1%+69.3%0.009%
5/26/2026 Serenity Investment Advisors123,032$6.83M2.6%+24.2%0.035%
5/22/2026 WNY 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%
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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%


DFIV Institutional Ownership - Frequently Asked Questions

During the previous two years, 839 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 Farther Finance Advisors LLC ($3.20M).

Institutional investors have bought a total of 64,236,669 shares in the last 24 months. This purchase volume represents approximately $3.14B in transactions.

Of the 273 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), Corient Private Wealth LP ($1.93M), Total Wealth Planning LLC ($835.93K), Focus Partners Advisor Solutions LLC ($783.33K), and Kestra Investment Management LLC ($528.15K).

Institutional investors have sold a total of 60,662,387 shares in the last 24 months. This volume of shares sold represents approximately $2.94B in transactions.


Related Companies

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 9/2/2026. New 13F filings are added each quarter as they're published.
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