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Dimensional International Value ETF (DFIV) Institutional Ownership

Dimensional International Value ETF logo
$34.95 +0.09 (+0.26%)
(As of 12/20/2024 04:32 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
327
Total
Institutional Inflows
(last 12 months)
$1.11B
Number of
Institutional Sellers
(last 12 months)
183
Total
Institutional Outflows
(last 12 months)
$507.80M
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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
12/2/2024 Beaird Harris Wealth Management LLC1,087,484$41.41M3.6%+5.8%0.552%
11/26/2024 Peapack Gladstone Financial Corp91,935$3.50M0.1%-3.0%0.047%
11/25/2024 Wilmington Savings Fund Society FSB2,324$88K0.0%N/A0.001%
11/25/2024 World Investment Advisors LLC11,118$423K0.0%+91.8%0.006%
11/25/2024 Sanctuary Advisors LLC73,771$2.69M0.0%+12.5%0.037%
11/18/2024 RB Capital Management LLC20,308$773K0.2%+20.7%0.010%
11/15/2024 Valued Retirements Inc.129,914$4.95M6.8%N/A0.066%
11/15/2024 M&T Bank Corp61,132$2.33M0.0%-5.0%0.031%
11/15/2024 LRI Investments LLC25,332$916K0.1%N/A0.013%
11/15/2024 Glass Jacobson Investment Advisors llc107,258$4.08M1.4%+3.3%0.054%
11/15/2024 MML Investors Services LLC193,316$7.36M0.0%+23.1%0.098%
11/15/2024 Orion Portfolio Solutions LLC14,355$547K0.0%-26.2%0.007%
11/15/2024 Zacks Investment Management14,338$546K0.0%+23.3%0.007%
11/15/2024 EP Wealth Advisors LLC2,100,342$79.98M0.7%+21.0%1.067%
11/15/2024 Jane Street Group LLC436,152$16.61M0.0%-89.0%0.222%
11/15/2024 Kovitz Investment Group Partners LLC1,257,825$47.70M0.3%N/A0.639%
11/15/2024 Stifel Financial Corp241,201$9.19M0.0%+1.0%0.122%
11/15/2024 SageView Advisory Group LLC5,344$204K0.0%-35.4%0.003%
11/15/2024 Quantinno Capital Management LP27,154$1.03M0.0%+56.5%0.014%
11/15/2024 IHT Wealth Management LLC6,220$236K0.0%N/A0.003%
11/15/2024 Integrated Wealth Concepts LLC445,229$16.95M0.2%+1.4%0.226%
11/15/2024 Investmark Advisory Group LLC93,216$3.55M1.7%+6.0%0.047%
11/15/2024 HighTower Advisors LLC3,231,889$123.07M0.2%+14.5%1.641%
11/15/2024 Hill Investment Group Partners LLC709,240$25.60M3.5%+0.0%0.360%
11/15/2024 Kestra Investment Management LLC1,064,220$40.53M1.7%N/A0.540%
11/14/2024 Acropolis Investment Management LLC446,709$17.01M1.0%+3.8%0.227%
11/14/2024 Captrust Financial Advisors361,311$13.76M0.0%+4.2%0.183%
11/14/2024 Rockefeller Capital Management L.P.367,827$14.01M0.0%+1.6%0.187%
11/13/2024 Freedom Investment Management Inc.60,906$2.32M0.2%-4.6%0.031%
11/13/2024 Townsquare Capital LLC8,187$312K0.0%N/A0.004%
11/13/2024 Carlson Capital Management92,495$3.52M0.1%+8.6%0.047%
11/13/2024 FMR LLC13,917$530K0.0%+1,578.8%0.007%
11/13/2024 D.A. Davidson & CO.20,310$773K0.0%+3.3%0.010%
11/13/2024 Acorn Wealth Advisors LLC32,105$1.22M0.5%N/A0.016%
11/12/2024Larson Financial Group LLC140,584$5.35M0.3%-2.4%0.071%
11/12/2024 Wescott Financial Advisory Group LLC405,304$15.43M1.7%+1.4%0.206%
11/12/2024 Lane & Associates LLC177,042$6.74M3.7%-5.0%0.090%
11/12/2024 Advisory Services & Investments LLC16,936$645K0.4%-3.6%0.009%
11/12/2024 Alesco Advisors LLC15,465$589K0.0%-2.0%0.008%
11/12/2024 Cerity Partners LLC2,474,519$94.23M0.2%+8.6%1.257%
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11/12/2024 Optivise Advisory Services LLC23,380$890K0.5%N/A0.012%
11/12/2024 Certified Advisory Corp115,414$4.40M0.5%+27.5%0.059%
11/12/2024 Nwam LLC19,752$752K0.0%N/A0.010%
11/12/2024 Studio Investment Management LLC12,843$489K0.1%+62.8%0.007%
11/12/2024 CFS Investment Advisory Services LLC482,685$18.38M1.5%+0.4%0.245%
11/12/2024 Raymond James Trust N.A.37,832$1.44M0.0%+2.7%0.019%
11/12/2024 Altiora Financial Group LLC188,169$7.17M1.6%-0.7%0.096%
11/8/2024 EverSource Wealth Advisors LLC105,213$4.01M0.3%+0.6%0.053%
11/8/2024 Avior Wealth Management LLC89,968$3.43M0.1%+3.0%0.046%
11/8/2024 PNC Financial Services Group Inc.6,562,462$249.90M0.2%+7.3%3.333%
11/8/2024 Vance Wealth Inc.43,147$1.64M0.6%+25.1%0.022%
11/8/2024 BIP Wealth LLC6,786$258K0.0%N/A0.003%
11/7/2024 Tranquility Partners LLC13,650$520K0.2%+10.4%0.007%
11/7/2024 Pathstone Holdings LLC371,593$14.15M0.1%-0.1%0.189%
11/7/2024 Aviance Capital Partners LLC57,614$2.19M0.3%+11.8%0.029%
11/7/2024 EnRich Financial Partners LLC308,930$11.76M3.9%+1.4%0.157%
11/7/2024 First Western Trust Bank23,028$877K0.0%-4.7%0.012%
11/7/2024 Thrivent Financial for Lutherans223,198$8.50M0.0%+2.1%0.113%
11/6/2024 Adero Partners LLC72,303$2.75M0.2%-1.0%0.037%
11/6/2024 Cassady Schiller Wealth Management LLC10,165$387K0.1%+6.1%0.005%
11/6/2024 LJI Wealth Management LLC34,921$1.33M0.3%+4.0%0.018%
11/6/2024 Squire Investment Management Company LLC354,445$13.50M6.4%+6.9%0.180%
11/6/2024 Balboa Wealth Partners5,290$201K0.1%N/A0.003%
11/6/2024 OneDigital Investment Advisors LLC30,478$1.16M0.0%+126.4%0.015%
11/6/2024 Dopkins Wealth Management LLC270,918$10.32M8.3%-29.8%0.138%
11/5/2024 Compass Financial Group Inc.108,493$4.13M1.9%-0.8%0.055%
11/5/2024 Vestia Personal Wealth Advisors243,228$9.26M7.6%+1.9%0.124%
11/5/2024 Northwest Wealth Management LLC173,365$6.60M1.5%+4.7%0.088%
11/4/2024 Addison Advisors LLC85,974$3.27M0.9%+13.8%0.044%
11/4/2024 TRU Independence Asset Management 2 LLC75,264$2.87M2.4%N/A0.038%
11/4/2024 1900 Wealth Management LLC174,769$6.42M0.6%+9.2%0.089%
11/4/2024 VeraBank N.A.202,983$7.73M2.3%-5.1%0.103%
11/4/2024 Disciplined Investments LLC236,344$9M4.4%+10.1%0.120%
11/4/2024 G2 Capital Management LLC OH147,102$5.60M1.6%+2.0%0.075%
11/4/2024 Del Sette Capital Management LLC127,241$4.85M3.8%-11.4%0.065%
11/4/2024 FMB Wealth Management83,723$3.19M1.8%-1.1%0.043%
11/2/2024 Austin Asset Management Co Inc227,885$8.68M1.8%+3.0%0.116%
11/1/2024 Tillman Hartley LLC302,149$11.51M3.4%+25.1%0.153%
11/1/2024 Cowa LLC390,394$14.87M7.1%+19.9%0.198%
11/1/2024 Rather & Kittrell Inc.343,032$13.06M3.2%+1.5%0.174%
11/1/2024 Verus Financial Partners Inc.800,836$30.33M3.3%+0.7%0.407%
11/1/2024 Lauterbach Financial Advisors LLC275,179$10.48M6.4%+1.9%0.140%
11/1/2024 Beckerman Institutional LLC9,319$355K0.3%N/A0.005%
11/1/2024 Capital Performance Advisors LLP555,135$21.14M6.4%-2.1%0.282%
11/1/2024 Stone Point Wealth LLC140,546$5.35M1.7%+5.1%0.071%
11/1/2024 Lakeshore Financial Planning Inc.300,852$11.46M5.0%-35.5%0.153%
10/31/2024 Beacon Harbor Wealth Advisors Inc.91,741$3.49M0.8%+2.4%0.047%
10/31/2024 Hara Capital LLC1,000$38K0.0%N/A0.001%
10/31/2024 Exencial Wealth Advisors LLC608,344$23.17M0.8%+8.0%0.309%
10/31/2024 Wealth Architects LLC681,820$25.96M2.9%+5.2%0.346%
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10/31/2024 Trademark Financial Management LLC39,107$1.49M1.2%+25.3%0.020%
10/31/2024 American Capital Advisory LLC966$37K0.0%+3,477.8%0.000%
10/30/2024 M Financial Asset Management Inc.127,639$4.86M18.9%+7.4%0.065%
10/30/2024 Beacon Financial Advisory LLC6,169$235K0.1%N/A0.003%
10/30/2024 Tobias Financial Advisors Inc.296,073$11.27M2.3%+5.5%0.150%
10/30/2024 Falcon Wealth Planning1,135,022$43.22M5.1%-37.4%0.576%
10/30/2024 James J. Burns & Company LLC7,223$275K0.0%N/A0.004%
10/29/2024 Forum Financial Management LP437,272$16.65M0.3%-0.7%0.222%
10/29/2024 Cedar Point Capital Partners LLC201,457$7.67M5.3%+1.2%0.102%
10/29/2024 Lodestone Wealth Management LLC46,369$1.77M0.9%-6.6%0.024%
(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, 507 institutional investors and hedge funds held shares of Dimensional International Value ETF. The most heavily invested institutionals were Scissortail Wealth Management LLC ($724.79M), Mercer Global Advisors Inc. ADV ($553.25M), Envestnet Asset Management Inc. ($526.78M), Buckingham Strategic Wealth LLC ($378.85M), Savant Capital LLC ($261.09M), PNC Financial Services Group Inc. ($249.90M), and Northern Trust Corp ($223.11M).Learn more on DFIV's institutional investors.

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

Of the 450 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: Envestnet Asset Management Inc. ($7.90M), Mercer Global Advisors Inc. ADV ($6.79M), Creative Planning ($3.27M), Savant Capital LLC ($2.87M), Cerity Partners LLC ($2.13M), EP Wealth Advisors LLC ($2.10M), and Raymond James Financial Services Advisors Inc. ($1.89M).

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

Institutional investors have bought a total of 77,301,012 shares in the last 24 months. This purchase volume represents approximately $2.59B in transactions.

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

Of the 259 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: Jane Street Group LLC ($6.10M), Buckingham Strategic Partners LLC ($1.45M), Cowa LLC ($1.07M), Carlson Capital Management ($687.06K), Falcon Wealth Planning ($678.04K), Buckingham Strategic Wealth LLC ($492.81K), and Market Street Wealth Management Advisors LLC ($422.50K).

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

Institutional investors have sold a total of 18,656,267 shares in the last 24 months. This volume of shares sold represents approximately $661.81M in transactions.



This page (NYSEARCA:DFIV) was last updated on 12/22/2024 by MarketBeat.com Staff
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