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Dimensional International Value ETF (DFIV) Institutional Ownership

Dimensional International Value ETF logo
$38.28 -0.29 (-0.75%)
As of 02/21/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
407
Total
Institutional Inflows
(last 12 months)
$1.50B
Number of
Institutional Sellers
(last 12 months)
198
Total
Institutional Outflows
(last 12 months)
$498.87M
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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
2/19/2025 Formidable Asset Management LLC13,664$485K0.1%N/A0.007%
2/19/2025 Pinney & Scofield Inc.413,404$14.67M11.3%N/A0.210%
2/18/2025 McMill Wealth Management451,203$16.01M6.5%N/A0.229%
2/18/2025 GTS Securities LLC22,789$809K0.0%N/A0.012%
2/18/2025 Investmark Advisory Group LLC96,633$3.43M1.7%+3.7%0.049%
2/18/2025 JT Stratford LLC31,339$1.11M0.2%-5.7%0.016%
2/18/2025 RB Capital Management LLC20,718$735K0.2%+2.0%0.011%
2/18/2025 Orion Capital Management LLC2,155$76K0.0%N/A0.001%
2/18/2025 Monograph Wealth Advisors LLC277,764$9.86M1.3%-1.0%0.141%
2/18/2025 Focus Partners Advisor Solutions LLC5,376,491$190.76M3.2%+29.0%2.731%
2/18/2025 Mpwm Advisory Solutions LLC19,658$697K0.5%N/A0.010%
2/17/2025 Vance Wealth LLC50,741$1.80M0.7%+17.6%0.026%
2/17/2025 Waverly Advisors LLC165,941$5.89M0.1%+2.0%0.084%
2/17/2025 Vestment Financial LLC5,923$212K0.2%N/A0.003%
2/17/2025 Visionary Wealth Advisors140,009$4.97M0.3%+13.7%0.071%
2/17/2025 Trace Wealth Advisors LLC43,304$1.54M1.4%N/A0.022%
2/17/2025 Studio Investment Management LLC14,587$518K0.1%+13.6%0.007%
2/17/2025 Royal Bank of Canada994,159$35.27M0.0%+7.5%0.505%
2/17/2025 Quadcap Wealth Management LLC18,694$663K0.1%-7.8%0.009%
2/17/2025 Quantinno Capital Management LP32,106$1.14M0.0%+18.2%0.016%
2/17/2025 Pathstone Holdings LLC366,519$13.03M0.1%-1.4%0.186%
2/17/2025 Graver Capital Management LLC90,248$3.20M3.3%N/A0.046%
2/17/2025 Focus Partners Wealth11,604,094$411.71M1.1%+3.1%5.893%
2/17/2025 Fiduciary Trust Co7,210$256K0.0%-7.5%0.004%
2/17/2025 D. E. Shaw & Co. Inc.12,725$451K0.0%N/A0.006%
2/17/2025 EP Wealth Advisors LLC2,665,257$94.56M0.8%+26.9%1.354%
2/17/2025 Cresset Asset Management LLC59,747$2.12M0.0%-24.2%0.030%
2/17/2025 Cetera Investment Advisers637,434$22.62M0.0%+7.4%0.324%
2/17/2025 Captrust Financial Advisors357,840$12.70M0.0%-1.0%0.182%
2/17/2025 Cardiff Park Advisors LLC269,484$9.56M0.9%+0.8%0.137%
2/17/2025 Cary Street Partners Financial LLC5,697$202K0.0%N/A0.003%
2/17/2025 Baird Financial Group Inc.31,651$1.12M0.0%+4.0%0.016%
2/17/2025 Bank of America Corp DE535,215$18.99M0.0%-4.4%0.272%
2/17/2025 BIP Wealth LLC8,528$303K0.0%+25.7%0.004%
2/17/2025 Ameriprise Financial Inc.8,717$309K0.0%N/A0.004%
2/14/2025 Mercer Global Advisors Inc. ADV17,791,542$631.24M1.5%-8.2%9.036%
2/14/2025 Navigoe LLC391,160$13.88M13.5%N/A0.199%
2/14/2025 Northern Trust Corp6,714,393$238.23M0.0%-0.5%3.410%
2/14/2025 Beacon Pointe Advisors LLC726,396$25.77M0.3%-1.7%0.369%
2/14/2025 Betterment LLC112,204$3.98M0.0%+5.3%0.057%
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2/14/2025 Oak Wealth Advisors LLC12,180$432K0.3%N/A0.006%
2/14/2025 Berger Financial Group Inc26,596$944K0.1%N/A0.014%
2/14/2025 Gerber Kawasaki Wealth & Investment Management8,359$297K0.0%-37.5%0.004%
2/14/2025 Johnson Financial Group Inc.2,659$99K0.0%+206.0%0.001%
2/14/2025 Coldstream Capital Management Inc.5,956$211K0.0%N/A0.003%
2/14/2025 Capital Analysts LLC54,927$1.95M0.1%+1,870.1%0.028%
2/14/2025 Kovitz Investment Group Partners LLC1,376,417$48.84M0.2%+9.4%0.699%
2/14/2025 Integrated Wealth Concepts LLC271,687$9.64M0.1%-39.0%0.138%
2/14/2025 Stifel Financial Corp260,548$9.24M0.0%+8.0%0.132%
2/14/2025 OneDigital Investment Advisors LLC29,906$1.06M0.0%-1.9%0.015%
2/14/2025 Optivise Advisory Services LLC23,642$839K0.5%+1.1%0.012%
2/14/2025 Transce3nd LLC3,516$128K0.0%N/A0.002%
2/14/2025 MML Investors Services LLC201,801$7.16M0.0%+4.4%0.102%
2/14/2025 Curi RMB Capital LLC8,421$299K0.0%-3.4%0.004%
2/14/2025 Forum Financial Management LP478,690$16.98M0.3%+9.5%0.243%
2/14/2025 Freedom Investment Management Inc.61,613$2.19M0.2%+1.2%0.031%
2/14/2025 GeoWealth Management LLC784$28K0.0%N/A0.000%
2/14/2025 Bridge Generations Wealth Management LLC77,187$2.74M1.8%N/A0.039%
2/14/2025 Concourse Financial Group Securities Inc.1,738$64K0.0%-74.8%0.001%
2/13/2025 Tobias Financial Advisors Inc.340,864$12.09M2.4%+15.1%0.173%
2/13/2025 Strategic Investment Solutions Inc. IL162,094$5.86M1.9%+3.6%0.082%
2/13/2025 Zacks Investment Management16,296$578K0.0%+13.7%0.008%
2/13/2025 NewEdge Advisors LLC47,763$1.70M0.0%+10.9%0.024%
2/13/2025 Rather & Kittrell Inc.362,358$12.86M3.0%+5.6%0.184%
2/13/2025 Mariner LLC142,046$5.04M0.0%+1.0%0.072%
2/13/2025 Townsquare Capital LLC17,638$626K0.0%+115.4%0.009%
2/13/2025 Rockefeller Capital Management L.P.345,350$12.25M0.0%-6.1%0.175%
2/13/2025 KDK Private Wealth Management LLC5,641$200K0.2%N/A0.003%
2/13/2025 Legacy Financial Advisors Inc.33,254$1.18M0.2%+16.6%0.017%
2/13/2025 Redwood Park Advisors LLC2,736$97K0.1%N/A0.001%
2/13/2025 Faithward Advisors LLC6,731$239K0.0%+7.7%0.003%
2/13/2025 Advisory Services Network LLC28,077$996K0.0%+48.4%0.014%
2/13/2025 Cerity Partners LLC2,563,927$90.97M0.2%+3.6%1.302%
2/13/2025 Peapack Gladstone Financial Corp85,227$3.02M0.0%-7.3%0.043%
2/13/2025 Envestnet Asset Management Inc.20,460,106$725.93M0.2%+8.0%10.391%
2/13/2025 Wells Fargo & Company MN377,962$13.41M0.0%-6.6%0.192%
2/12/2025 Wescott Financial Advisory Group LLC417,736$14.82M1.5%+3.1%0.212%
2/12/2025 Atlas Capital Advisors Inc.30,785$1.09M0.1%-36.1%0.016%
2/12/2025 World Investment Advisors17,875$634K0.0%+60.8%0.009%
2/12/2025 Martin Worley Group65,398$2.32M1.4%N/A0.033%
2/12/2025 Perritt Capital Management Inc203,524$7.22M3.8%+4.8%0.103%
2/12/2025 Private Portfolio Partners LLC10,123$359K0.1%+8.6%0.005%
2/12/2025 Family Legacy Inc.62,979$2.26M0.8%+13.1%0.032%
2/12/2025 Riggs Capital Management LLC27,960$992K1.0%N/A0.014%
2/12/2025 Alliancebernstein L.P.24,272$861K0.0%N/A0.012%
2/12/2025 Prudent Man Investment Management Inc.970$34K0.0%N/A0.000%
2/12/2025 Partners in Financial Planning9,446$335K0.1%N/A0.005%
2/12/2025 O Shaughnessy Asset Management LLC9,319$331K0.0%-19.0%0.005%
2/12/2025 Prevail Innovative Wealth Advisors LLC16,735$594K0.2%+25.4%0.008%
2/12/2025 CIBC Private Wealth Group LLC9,209$330K0.0%-3.5%0.005%
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2/12/2025 Life Planning Partners Inc180,061$6.39M0.9%N/A0.091%
2/12/2025 Riverchase Wealth Management LLC7,571$269K0.2%N/A0.004%
2/12/2025 Hippocratic Financial Advisors LLC48,677$1.73M1.2%N/A0.025%
2/12/2025 JPMorgan Chase & Co.470,161$16.68M0.0%+31.0%0.239%
2/12/2025 Foundation Wealth Management LLC PA27,109$962K0.5%N/A0.014%
2/12/2025 Hardin Capital Partners LLC10,616$377K0.2%+19.5%0.005%
2/12/2025 Financial Engines Advisors L.L.C.138,679$4.92M0.0%+92.9%0.070%
2/12/2025 Financial Counselors Inc.6,843$243K0.0%N/A0.003%
2/12/2025 SwitchPoint Financial Planning LLC59,893$2.13M2.0%N/A0.030%
2/12/2025 Journey Beyond Wealth LLC67,718$2.40M2.3%N/A0.034%
(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, 597 institutional investors and hedge funds held shares of Dimensional International Value ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($725.93M), Scissortail Wealth Management LLC ($724.79M), Mercer Global Advisors Inc. ADV ($631.24M), Focus Partners Wealth ($411.71M), Buckingham Strategic Wealth LLC ($378.85M), Savant Capital LLC ($293.78M), and PNC Financial Services Group Inc. ($249.07M).Learn more on DFIV's institutional investors.

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

Of the 527 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. ($8.59M), Mercer Global Advisors Inc. ADV ($5.76M), Savant Capital LLC ($3.41M), Raymond James Financial Inc. ($2.79M), EP Wealth Advisors LLC ($2.67M), Cerity Partners LLC ($2.22M), and Raymond James Financial Services Advisors Inc. ($1.80M).

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

Institutional investors have bought a total of 82,021,419 shares in the last 24 months. This purchase volume represents approximately $2.83B in transactions.

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

Of the 281 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), Mercer Global Advisors Inc. ADV ($1.60M), Buckingham Strategic Partners LLC ($1.45M), Cowa LLC ($1.09M), Falcon Wealth Planning ($678.04K), Carlson Capital Management ($644.35K), 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 20,334,538 shares in the last 24 months. This volume of shares sold represents approximately $727.17M in transactions.



This page (NYSEARCA:DFIV) was last updated on 2/22/2025 by MarketBeat.com Staff
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