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Dimensional International Value ETF (DFIV) Institutional Ownership

Dimensional International Value ETF logo
$58.30 +0.28 (+0.48%)
As of 10:28 AM Eastern

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

Number of
Institutional Buyers
(last 12 months)
548
Total
Institutional Inflows
(last 12 months)
$3.19B
Number of
Institutional Sellers
(last 12 months)
268
Total
Institutional Outflows
(last 12 months)
$2.83B
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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
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%
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$61.82M3.9%-0.4%0.311%
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%
6/16/2026Steelhead Wealth Management LLC38,283$2.02M1.0%N/A0.011%
6/11/2026E 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%
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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%
5/26/2026Serenity Investment Advisors123,032$6.83M2.6%+24.2%0.035%
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%
5/19/2026Ariadne Wealth Management LP77,636$4.10M1.8%-0.5%0.022%
5/19/2026Bank 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%
5/18/2026Royal 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%
5/16/2026Quantinno Capital Management LP197,532$10.43M0.0%+72.3%0.056%
5/16/2026Family Manage LLC62,118$3.28M0.4%N/A0.018%
5/15/2026Cardiff 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%
5/15/2026Waverly Advisors LLC199,793$10.55M0.1%+5.4%0.057%
5/15/2026 Broadhurst Jeffrey B50,222$2.65M2.7%N/A0.014%
5/14/2026Renaissance 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%
5/14/2026Sei 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%
5/14/2026Monograph 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%
5/7/2026Legacy 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%
5/7/2026Earned 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%
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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%


DFIV Institutional Ownership - Frequently Asked Questions

During the previous two years, 835 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 757 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), 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 65,568,913 shares in the last 24 months. This purchase volume represents approximately $3.19B in transactions.

Of the 267 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 ($783.33K), Kestra Investment Management LLC ($528.15K), and Ocean Park Asset Management LLC ($476.85K).

Institutional investors have sold a total of 58,737,929 shares in the last 24 months. This volume of shares sold represents approximately $2.83B 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 7/10/2026. New 13F filings are added each quarter as they're published.
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