Free Trial

Dimensional International Value ETF (DFIV) Institutional Ownership

Dimensional International Value ETF logo
$37.00 +0.69 (+1.90%)
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)
326
Total
Institutional Inflows
(last 12 months)
$1.07B
Number of
Institutional Sellers
(last 12 months)
184
Total
Institutional Outflows
(last 12 months)
$508.80M
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.

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
1/21/2025Embree Financial Group18,846$669K0.1%N/A0.010%
1/21/2025Team Hewins LLC1,757,739$60.40M25.7%0.0%0.893%
1/21/2025CFS Investment Advisory Services LLC483,173$17.14M1.5%+0.1%0.245%
1/21/2025Fifth Third Bancorp30,889$1.10M0.0%-3.0%0.016%
1/21/2025Eclectic Associates Inc. ADV67,500$2.40M0.7%+144.9%0.034%
1/21/2025Disciplined Equity Management Inc.360,474$12.79M8.3%-1.0%0.183%
1/21/2025Sound Income Strategies LLC891$32K0.0%+160.5%0.000%
1/21/2025LexAurum Advisors LLC63,676$2.26M0.4%+12.1%0.032%
1/21/2025RFG Advisory LLC70,814$2.51M0.1%-1.7%0.036%
1/21/2025McGlone Suttner Wealth Management Inc.702,355$24.92M4.2%+31.6%0.357%
1/21/2025Heritage Wealth Management Inc. Texas42,019$1.49M0.9%-2.5%0.021%
1/17/2025 Apeiron RIA LLC325,885$11.56M3.2%+7.7%0.166%
1/17/2025 Cedar Point Capital Partners LLC206,633$7.33M5.0%+2.6%0.105%
1/17/2025 Market Street Wealth Management Advisors LLC456,870$16.21M2.7%+0.9%0.232%
1/17/2025 Avior Wealth Management LLC94,281$3.35M0.1%+4.8%0.048%
1/17/2025 First PREMIER Bank800$28K0.0%N/A0.000%
1/17/2025 Janney Montgomery Scott LLC27,431$973K0.0%+9.9%0.014%
1/17/2025 Kraft Asset Management LLC315,244$11.37M8.8%+0.1%0.160%
1/17/2025 Investment Advisory Group LLC23,588$837K0.3%+55.6%0.012%
1/17/2025 Melfa Wealth Management Inc.16,604$589K0.4%+2.6%0.008%
1/17/2025 Global Trust Asset Management LLC36,006$1.28M0.5%-3.0%0.018%
1/17/2025 Advisory Alpha LLC91,521$3.25M0.1%+7.0%0.046%
1/17/2025 Capstone Wealth Management LLC266,768$9.47M9.2%N/A0.135%
1/17/2025 Verum Partners LLC53,632$1.90M0.5%+15.9%0.027%
1/17/2025 Mogy Joel R Investment Counsel Inc.2,593$92K0.0%N/A0.001%
1/16/2025 Aspiriant LLC212,506$7.54M0.3%+0.6%0.108%
1/16/2025 Lam Group Inc.112,468$3.99M2.8%+15.0%0.057%
1/16/2025 Abacus Wealth Partners LLC14,472$513K0.1%-3.7%0.007%
1/16/2025 Gemmer Asset Management LLC11,132$395K0.0%-68.6%0.006%
1/16/2025 Meritas Wealth Management LLC309,282$10.97M6.6%+8.0%0.157%
1/16/2025 True Link Financial Advisors LLC1,065,332$37.80M3.2%-3.0%0.541%
1/16/2025 Diversify Advisory Services LLC9,811$347K0.0%-32.4%0.005%
1/16/2025 Evanson Asset Management LLC1,278,136$45.35M3.2%+3.5%0.649%
1/15/2025 Riversedge Advisors LLC519,429$18.43M4.2%+0.8%0.264%
1/15/2025 Sax Wealth Advisors LLC439,688$15.60M1.2%+21.1%0.223%
1/15/2025 RF&L Wealth Management LLC117,112$4.16M2.9%+4.9%0.059%
1/15/2025 Great Oak Capital Partners LLC221,893$7.85M2.6%+87.0%0.113%
1/15/2025 Total Wealth Planning LLC804,893$28.56M4.4%+10.7%0.409%
1/15/2025 Certified Advisory Corp121,894$4.33M0.5%+5.6%0.062%
1/15/2025 Cordant Inc.150,352$5.33M2.8%-3.5%0.076%
$2 Trillion Disappears Because of Fed's Secretive New Move (Ad)

$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being carried out by the Fed that has nothing to do with lowering or raising interest rates... but could soon have an enormous impact on your wealth.

Click here to see his new research now.
1/14/2025 Builder Investment Group Inc. ADV48,985$1.74M0.5%+1.6%0.025%
1/14/2025 Apella Capital LLC1,259,301$44.68M1.7%-0.7%0.640%
1/14/2025 Acropolis Investment Management LLC475,877$16.88M1.0%+6.5%0.242%
1/14/2025 Park Avenue Securities LLC15,186$539K0.0%+9.7%0.008%
1/14/2025 Sovereign Financial Group Inc.23,475$833K0.2%-4.1%0.012%
1/14/2025 Safeguard Financial LLC8,502$302K0.1%N/A0.004%
1/14/2025 Quantum Financial Advisors LLC14,947$530K0.1%-13.0%0.008%
1/14/2025 Breakwater Capital Group100,758$3.58M0.7%+10.3%0.051%
1/14/2025 Shotwell Rutter Baer Inc138,491$4.89M4.1%+2.5%0.070%
1/13/2025 Ellenbecker Investment Group19,779$702K0.1%-6.0%0.010%
1/13/2025 Signet Financial Management LLC78,607$2.79M0.4%+2.3%0.040%
1/13/2025 Pallas Capital Advisors LLC256,726$9.11M0.4%+1.7%0.130%
1/13/2025 City State Bank40,993$1.45M0.5%+1.6%0.021%
1/10/2025 Trinity Financial Advisors LLC600,555$21.24M8.1%-3.0%0.305%
1/8/2025 Shearwater Capital LLC356,955$12.67M8.6%+0.5%0.181%
1/8/2025 Collective Family Office LLC30,564$1.08M0.3%+10.8%0.016%
1/7/2025 Strathmore Capital Advisors Inc.56,262$2.00M1.5%N/A0.029%
1/6/2025 ShankerValleau Wealth Advisors Inc.460,715$16.35M5.2%+95.9%0.234%
1/6/2025 Kings Path Partners LLC163,914$5.82M2.5%+12.5%0.083%
1/3/2025 Versant Capital Management Inc32,965$1.17M0.3%-10.4%0.017%
1/2/2025 Peirce Capital Management LLC368,073$13.06M6.7%-2.8%0.187%
12/26/2024JPMorgan Chase & Co.358,860$13.67M0.0%-5.4%0.182%
12/2/2024Beaird Harris Wealth Management LLC1,087,484$41.41M3.6%+5.8%0.552%
11/26/2024Peapack Gladstone Financial Corp91,935$3.50M0.1%-3.0%0.047%
11/25/2024Wilmington Savings Fund Society FSB2,324$88K0.0%N/A0.001%
11/25/2024World Investment Advisors LLC11,118$423K0.0%+91.8%0.006%
11/25/2024Sanctuary Advisors LLC73,771$2.69M0.0%+12.5%0.037%
11/18/2024RB Capital Management LLC20,308$773K0.2%+20.7%0.010%
11/15/2024Valued Retirements Inc.129,914$4.95M6.8%N/A0.066%
11/15/2024M&T Bank Corp61,132$2.33M0.0%-5.0%0.031%
11/15/2024LRI Investments LLC25,332$916K0.1%N/A0.013%
11/15/2024Glass Jacobson Investment Advisors llc107,258$4.08M1.4%+3.3%0.054%
11/15/2024MML Investors Services LLC193,316$7.36M0.0%+23.1%0.098%
11/15/2024Orion Portfolio Solutions LLC14,355$547K0.0%-26.2%0.007%
11/15/2024Zacks Investment Management14,338$546K0.0%+23.3%0.007%
11/15/2024EP Wealth Advisors LLC2,100,342$79.98M0.7%+21.0%1.067%
11/15/2024Jane Street Group LLC436,152$16.61M0.0%-89.0%0.222%
11/15/2024Kovitz Investment Group Partners LLC1,257,825$47.70M0.3%N/A0.639%
11/15/2024Stifel Financial Corp241,201$9.19M0.0%+1.0%0.122%
11/15/2024SageView Advisory Group LLC5,344$204K0.0%-35.4%0.003%
11/15/2024Quantinno Capital Management LP27,154$1.03M0.0%+56.5%0.014%
11/15/2024IHT Wealth Management LLC6,220$236K0.0%N/A0.003%
11/15/2024Integrated Wealth Concepts LLC445,229$16.95M0.2%+1.4%0.226%
11/15/2024Investmark Advisory Group LLC93,216$3.55M1.7%+6.0%0.047%
11/15/2024HighTower Advisors LLC3,231,889$123.07M0.2%+14.5%1.641%
11/15/2024Hill Investment Group Partners LLC709,240$25.60M3.5%+0.0%0.360%
11/15/2024Kestra 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%
11/14/2024Captrust Financial Advisors361,311$13.76M0.0%+4.2%0.183%
11/14/2024Rockefeller Capital Management L.P.367,827$14.01M0.0%+1.6%0.187%
$2 Trillion Disappears Because of Fed's Secretive New Move (Ad)

$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being carried out by the Fed that has nothing to do with lowering or raising interest rates... but could soon have an enormous impact on your wealth.

Click here to see his new research now.
11/13/2024Freedom Investment Management Inc.60,906$2.32M0.2%-4.6%0.031%
11/13/2024Townsquare Capital LLC8,187$312K0.0%N/A0.004%
11/13/2024Carlson Capital Management92,495$3.52M0.1%+8.6%0.047%
11/13/2024FMR LLC13,917$530K0.0%+1,578.8%0.007%
11/13/2024D.A. Davidson & CO.20,310$773K0.0%+3.3%0.010%
11/13/2024Acorn Wealth Advisors LLC32,105$1.22M0.5%N/A0.016%
11/12/2024Larson Financial Group LLC140,584$5.35M0.3%-2.4%0.071%
11/12/2024Wescott Financial Advisory Group LLC405,304$15.43M1.7%+1.4%0.206%
11/12/2024Lane & Associates LLC177,042$6.74M3.7%-5.0%0.090%
11/12/2024Advisory Services & Investments LLC16,936$645K0.4%-3.6%0.009%
(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, 513 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 455 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 78,029,380 shares in the last 24 months. This purchase volume represents approximately $2.62B in transactions.

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

Of the 260 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 18,681,386 shares in the last 24 months. This volume of shares sold represents approximately $663.35M in transactions.



This page (NYSEARCA:DFIV) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners