S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold

Dimensional International Value ETF (DFIV) Institutional Ownership

$35.90
+0.21 (+0.59%)
(As of 04/19/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
337
Total
Institutional Inflows
(last 12 months)
$1.67B
Number of
Institutional Sellers
(last 12 months)
189
Total
Institutional Outflows
(last 12 months)
$261.30M
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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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/19/2024FORVIS Wealth Advisors LLC850,759$31.27M0.8%+0.4%0.437%
4/19/2024Kaye Capital Management29,248$1.08M0.5%-26.4%0.015%
4/19/2024True Link Financial Advisors LLC1,008,283$37.05M3.6%-12.4%0.517%
4/19/2024OMNI 360 Wealth Inc.77,891$2.86M2.3%+6.6%0.040%
4/19/2024AWM Capital LLC92,519$3.40M0.6%-0.3%0.047%
4/19/2024Altiora Financial Group LLC189,499$6.96M1.9%-1.4%0.097%
4/18/2024Total Wealth Planning LLC650,579$23.91M4.1%+5.0%0.379%
4/18/2024Verum Partners LLC57,249$2.10M0.7%-4.4%0.033%
4/18/2024Aviance Capital Partners LLC53,927$1.98M0.3%+3.6%0.031%
4/18/2024Advisory Services & Investments LLC18,146$667K0.5%-4.0%0.011%
4/18/2024Breakwater Capital Group56,779$2.09M0.5%-4.7%0.033%
4/17/2024Family CFO Inc52,185$1.92M1.2%+13.1%0.030%
4/17/2024Private Ocean LLC80,292$2.95M0.3%-0.9%0.047%
4/17/2024Trinity Financial Advisors LLC590,198$21.69M9.8%+4.0%0.344%
4/17/2024Meritas Wealth Management LLC269,603$9.91M6.9%+10.1%0.157%
4/16/2024Moisand Fitzgerald Tamayo LLC96,058$3.53M0.5%+3.2%0.056%
4/16/2024Dixon Fnancial Services Inc.1,412,969$51.93M28.8%-0.2%0.823%
4/16/2024Tarbox Family Office Inc.12,612$463K0.1%-4.3%0.007%
4/16/2024Wealth Enhancement Advisory Services LLC2,041,996$75.04M0.2%-1.7%1.190%
4/15/2024Signet Financial Management LLC80,108$2.94M0.4%+13.1%0.047%
4/15/2024Wealthcare Advisory Partners LLC7,467$274K0.0%+5.9%0.004%
4/15/2024Aspiriant LLC227,881$8.38M0.3%-4.8%0.133%
4/15/2024Sovereign Financial Group Inc.18,812$691K0.2%+4.4%0.011%
4/15/2024Brookstone Capital Management87,377$3.21M0.1%+106.5%0.051%
4/15/2024Atlas Capital Advisors LLC46,253$1.70M0.3%+2.8%0.027%
4/15/2024Disciplined Investments LLC207,532$7.63M4.2%+7.4%0.121%
4/15/2024Schoolcraft Capital LLC720,324$26.47M6.2%+1.2%0.420%
4/13/2024 Evanson Asset Management LLC1,158,697$42.58M3.3%+3.2%0.675%
4/12/2024 Unison Advisors LLC13,730$505K0.0%-20.6%0.008%
4/12/2024 Financial Synergies Wealth Advisors Inc.58,479$2.15M0.3%+16.4%0.034%
4/12/2024 Carlson Capital Management85,321$3.14M0.1%-88.1%0.050%
4/12/2024Lane & Associates LLC132,626$4.87M3.1%+12.9%0.077%
4/12/2024 Baker Boyer National Bank241,722$8.88M3.1%-2.3%0.141%
4/11/2024 Market Street Wealth Management Advisors LLC444,354$16.33M2.9%-1.8%0.259%
4/11/2024 City State Bank20,440$751K0.3%+302.8%0.012%
4/11/2024 Maryland Capital Advisors Inc.129,755$4.77M3.0%+3.7%0.076%
4/11/2024 RFG Advisory LLC83,192$3.06M0.1%-3.3%0.048%
4/11/2024 Soundmark Wealth Management LLC67,587$2.48M1.1%-0.5%0.039%
4/10/2024 CVA Family Office LLC53,427$1.96M0.4%-14.4%0.031%
4/10/2024 LexAurum Advisors LLC52,122$1.92M0.5%+12.6%0.030%
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4/10/2024 McLean Asset Management Corp418,316$15.57M5.3%-1.3%0.244%
4/10/2024 Apella Capital LLC1,111,306$41.36M2.1%+5.6%0.648%
4/10/2024 Bromfield Sneider Wealth Advisors10,432$383K0.2%+9.3%0.006%
4/10/2024 Shotwell Rutter Baer Inc129,151$4.81M9.7%+0.5%0.075%
4/9/2024 Destiny Wealth Partners LLC194,602$7.15M1.3%-11.8%0.113%
4/9/2024 Mather Group LLC.87,188$3.00M0.0%+0.4%0.051%
4/4/2024 Shearwater Capital LLC358,259$13.17M9.7%-0.4%0.209%
4/3/2024 Efficient Frontier Advisors LLC566,499$20.82M16.5%+3.4%0.330%
4/3/2024 Versant Capital Management Inc48,566$1.79M0.5%-5.7%0.028%
4/2/2024 Symmetry Partners LLC178,485$6.56M0.5%-35.3%0.104%
4/2/2024 Peirce Capital Management LLC365,190$13.42M7.4%+2.8%0.213%
3/14/2024Leo Wealth LLC6,267$223K0.0%N/A0.004%
3/14/2024Yeomans Consulting Group Inc.262,294$9.01M4.5%N/A0.153%
3/1/2024ARK & TLK Investments LLC53,529$1.84M0.6%N/A0.031%
2/29/2024Tortoise Investment Management LLC45,461$1.56M0.2%+16.2%0.026%
2/28/2024Forthright Family Wealth Advisory LLC12,378$425K0.3%N/A0.007%
2/28/2024EP Wealth Advisors LLC1,496,217$51.41M0.7%+8.7%0.872%
2/27/2024Beaird Harris Wealth Management LLC1,102,585$37.89M4.0%+2.8%0.643%
2/23/2024Chicago Partners Investment Group LLC44,091$1.49M0.1%-8.3%0.026%
2/21/2024WNY Asset Management LLC199,760$6.86M1.2%+1.6%0.116%
2/20/2024Able Wealth Management LLC35,870$1.23M1.1%N/A0.021%
2/16/2024Harbour Investments Inc.6,342$218K0.0%-9.2%0.004%
2/16/2024Studio Investment Management LLC3,312$114K0.0%N/A0.002%
2/15/2024Mercer Global Advisors Inc. ADV10,445,601$358.91M1.1%+12.1%6.087%
2/15/2024Moneta Group Investment Advisors LLC11,127$382K0.0%-19.9%0.006%
2/15/2024Atlas Capital Advisors LLC44,998$1.55M0.2%+7.9%0.026%
2/15/2024Modera Wealth Management LLC2,692,785$92.52M1.5%+0.1%1.569%
2/15/2024Nwam LLC17,539$603K0.0%-5.8%0.010%
2/15/2024OLD Mission Capital LLC122,080$4.20M0.1%+27.6%0.071%
2/15/2024Oxford Financial Group LTD. LLC2,900$100K0.0%-71.0%0.002%
2/15/2024Perritt Capital Management Inc.184,078$6.33M3.5%+3.2%0.107%
2/15/2024Freedom Investment Management Inc.63,385$2.18M0.2%N/A0.037%
2/15/2024Guardian Wealth Advisors LLC NC1,216$42K0.0%N/A0.001%
2/15/2024Buckingham Strategic Partners LLC2,183,397$75.02M3.6%-39.8%1.272%
2/15/2024Buckingham Strategic Wealth LLC11,025,950$378.85M4.5%-4.3%6.425%
2/15/2024Baird Financial Group Inc.29,747$1.02M0.0%+17.6%0.017%
2/15/2024Comerica Bank31,280$1.08M0.0%+319.9%0.018%
2/14/2024Royal Bank of Canada636,618$21.87M0.0%+4.0%0.371%
2/14/2024Pathstone Holdings LLC387,412$13.31M0.1%N/A0.226%
2/14/2024Kestra Advisory Services LLC257,290$8.84M0.1%+5.6%0.150%
2/14/2024Creative Planning2,660,328$91.41M0.1%-1.7%1.550%
2/14/2024Northwest Wealth Management LLC157,594$5.42M1.6%+11.6%0.092%
2/14/2024Elevate Wealth Advisory Inc.176,469$6.06M5.6%N/A0.103%
2/14/2024Balyasny Asset Management L.P.73,109$2.51M0.0%N/A0.043%
2/14/2024Cresset Asset Management LLC74,432$2.56M0.0%-11.6%0.043%
2/14/2024Sentinel Trust Co. LBA67,135$2.31M0.3%-64.7%0.039%
2/14/2024Wescott Financial Advisory Group LLC421,357$14.48M2.0%+3.2%0.246%
2/14/2024CFS Investment Advisory Services LLC485,804$16.69M3.0%+5.7%0.283%
2/13/2024Envestnet Asset Management Inc.9,923,660$340.98M0.1%+12.0%5.783%
2/13/2024Northern Trust Corp6,493,332$223.11M0.0%+0.1%3.784%
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2/13/2024Exencial Wealth Advisors LLC487,706$16.76M0.7%+5.4%0.284%
2/13/2024Cetera Advisor Networks LLC367,908$12.64M0.1%+23.4%0.214%
2/13/2024Trademark Financial Management LLC30,264$1.04M0.8%N/A0.018%
2/13/2024Advisory Services & Investments LLC18,899$649K0.5%-9.5%0.011%
2/13/2024Laurel Wealth Advisors LLC838$29K0.0%-41.7%0.000%
2/13/2024Peapack Gladstone Financial Corp74,241$2.55M0.0%+16.5%0.043%
2/13/2024Advanced Research Investment Solutions LLC5,897$203K0.1%N/A0.003%
2/13/2024Jones Financial Companies Lllp3,103$107K0.0%N/A0.002%
2/12/2024American Investment Services Inc.42,755$1.47M0.3%-1.6%0.025%
2/12/2024Keb Asset Management LLC683,866$23.50M8.7%-2.2%0.399%
(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, 487 institutional investors and hedge funds held shares of Dimensional International Value ETF. The most heavily invested institutionals were TFO Wealth Partners LLC ($1.52B), Scissortail Wealth Management LLC ($724.79M), Buckingham Strategic Wealth LLC ($378.85M), Mercer Global Advisors Inc. ADV ($358.91M), Envestnet Asset Management Inc. ($340.98M), Northern Trust Corp ($223.11M), and Savant Capital LLC ($207.97M).Learn more on DFIV's institutional investors.

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

Of the 448 institutional investors that purchased Dimensional International Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mercer Global Advisors Inc. ADV ($7.34M), Envestnet Asset Management Inc. ($6.10M), PNC Financial Services Group Inc. ($4.74M), Savant Capital LLC ($3.19M), Creative Planning ($2.42M), Buckingham Strategic Partners ($2.35M), and CI Private Wealth LLC ($2.19M).

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

Institutional investors have bought a total of 91,940,563 shares in the last 24 months. This purchase volume represents approximately $2.91B in transactions.

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

Of the 243 institutional investors that sold Dimensional International Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cerity Partners LLC ($1.77M), Buckingham Strategic Partners LLC ($1.45M), Cowa LLC ($1.07M), Wealth Architects LLC ($782.22K), Carlson Capital Management ($711.81K), Jane Street Group LLC ($691.72K), and Buckingham Strategic Wealth LLC ($492.81K).

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

Institutional investors have sold a total of 16,355,669 shares in the last 24 months. This volume of shares sold represents approximately $516.87M in transactions.


This page (NYSEARCA:DFIV) was last updated on 4/20/2024 by MarketBeat.com Staff

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