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Dimensional International Value ETF (DFIV) Institutional Ownership

Dimensional International Value ETF logo
$38.58 +0.33 (+0.85%)
As of 11:43 AM Eastern
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Institutional Ownership Changes (13F Filings) for Dimensional International Value ETF (NYSEARCA:DFIV)

Number of
Institutional Buyers
(last 12 months)
418
Total
Institutional Inflows
(last 12 months)
$1.52B
Number of
Institutional Sellers
(last 12 months)
205
Total
Institutional Outflows
(last 12 months)
$479.73M
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DFIV Institutional Buying and Selling by Quarter

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Dimensional International Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025FMB Wealth Management82,807$3.26M1.8%-0.8%0.034%
4/15/2025Total Wealth Planning LLC839,021$33.02M5.1%+4.2%0.344%
4/15/2025Fifth Third Bancorp21,909$862K0.0%-29.1%0.009%
4/15/2025Zhang Financial LLC41,008$1.61M0.1%+190.5%0.017%
4/15/2025McKinley Carter Wealth Services Inc.26,160$1.03M0.1%-8.6%0.011%
4/15/2025Trinity Financial Advisors LLC620,004$24.40M5.0%+3.2%0.254%
4/15/2025Ellenbecker Investment Group19,179$755K0.1%-3.0%0.008%
4/15/2025Vestment Financial LLC5,643$223K0.2%-4.7%0.002%
4/15/2025SJS Investment Consulting Inc.3,680$145K0.0%N/A0.002%
4/15/2025Fiduciary Financial Group LLC473,678$17.22M3.7%+6.4%0.194%
4/15/2025Simplicity Wealth LLC12,868$506K0.0%+54.9%0.005%
4/15/2025Wealthcare Advisory Partners LLC5,971$235K0.0%N/A0.002%
4/15/2025Signet Financial Management LLC75,321$2.97M0.4%-4.2%0.031%
4/14/2025 Investment Advisory Group LLC26,149$1.03M0.3%+10.9%0.011%
4/14/2025 Pallas Capital Advisors LLC264,920$10.43M0.4%+3.2%0.108%
4/14/2025 Farther Finance Advisors LLC316,058$12.45M0.3%-4.0%0.129%
4/14/2025 Destiny Wealth Partners LLC185,690$7.31M1.2%-10.4%0.076%
4/14/2025 Pillar Financial Advisors LLC74,331$2.93M2.2%-0.4%0.030%
4/14/2025 Disciplined Equity Management Inc.363,934$14.32M10.0%+1.0%0.149%
4/14/2025 Greenspring Advisors LLC27,611$1.09M0.3%+33.5%0.011%
4/14/2025 Wedmont Private Capital20,560$769K0.0%N/A0.008%
4/14/2025 LexAurum Advisors LLC65,732$2.59M0.5%+3.2%0.027%
4/11/2025 City State Bank46,653$1.84M0.6%+13.8%0.019%
4/11/2025 Disciplined Investments LLC283,663$11.17M5.1%+13.5%0.116%
4/11/2025 First National Corp MA ADV12,644$498K0.1%+5.0%0.005%
4/11/2025 Verum Partners LLC53,025$2.09M0.6%-1.1%0.022%
4/11/2025 Safeguard Financial LLC5,293$208K0.0%-37.7%0.002%
4/11/2025 Signal Advisors Wealth LLC16,256$640K0.1%+5.9%0.007%
4/11/2025 Foster Group Inc.3,409,170$134.19M5.0%-3.1%1.396%
4/10/2025 Breakwater Capital Group122,501$4.82M0.9%+21.6%0.050%
4/10/2025 Eclectic Associates Inc. ADV194,364$7.65M2.1%+187.9%0.080%
4/10/2025 McGrath & Associates Inc.24,589$968K1.8%-1.6%0.010%
4/10/2025 Brand Asset Management Group Inc.12,257$482K0.2%+18.2%0.005%
4/10/2025 Accel Wealth Management7,308$288K0.1%N/A0.003%
4/10/2025 Apella Capital LLC1,230,119$45.67M1.6%-2.3%0.504%
4/10/2025 CGN Advisors LLC5,444$214K0.0%N/A0.002%
4/9/2025 RFG Advisory LLC16,930$666K0.0%-76.1%0.007%
4/9/2025 McLean Asset Management Corp399,840$15.74M4.6%-0.8%0.164%
4/9/2025 HBW Advisory Services LLC20,350$801K0.1%N/A0.008%
4/9/2025 Archer Investment Management LLC17,131$674K0.5%-1.9%0.007%
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4/9/2025 Iowa State Bank15,812$622K0.1%N/A0.006%
4/9/2025 Shotwell Rutter Baer Inc138,862$5.47M4.6%+0.3%0.057%
4/9/2025 Hardin Capital Partners LLC10,940$431K0.3%+3.1%0.004%
4/9/2025 Quantum Financial Advisors LLC7,723$304K0.0%-48.3%0.003%
4/8/2025 Shearwater Capital LLC355,955$14.01M10.0%-0.3%0.146%
4/8/2025 James J. Burns & Company LLC9,521$375K0.1%+22.4%0.004%
4/8/2025 IFG Advisors LLC19,608$772K0.1%-1.9%0.008%
4/8/2025 Parallel Advisors LLC10,186$401K0.0%+634.4%0.004%
4/7/2025 Benchmark Wealth Management LLC9,482$373K0.2%N/A0.004%
4/7/2025 Efficient Frontier Advisors LLC588,401$23.16M15.1%-0.2%0.241%
4/4/2025 Quent Capital LLC409,628$16.12M1.7%+9.1%0.168%
4/4/2025 Kings Path Partners LLC166,573$6.56M3.2%+1.6%0.068%
4/3/2025 Versant Capital Management Inc24,062$947K0.2%-27.0%0.010%
4/3/2025 Collective Family Office LLC29,350$1.16M0.3%-4.0%0.012%
3/24/2025Avant Financial Advisors LLC20,080$712K0.6%N/A0.008%
3/17/2025Wealth Enhancement Advisory Services LLC1,984,964$70.43M0.1%+3.9%0.846%
3/7/2025Aegis Wealth Management LLC67,959$2.41M1.6%N/A0.029%
3/7/2025Bannerman Wealth Management Group LLC6,978$248K0.2%N/A0.003%
3/6/2025AG Asset Advisory LLC61,436$2.18M2.2%N/A0.026%
2/28/2025Brooklyn FI LLC203,200$7.45M1.2%N/A0.103%
2/27/2025REAP Financial Group LLC148,595$5.27M1.3%+1.1%0.075%
2/27/2025ABLE Financial Group LLC140,167$4.97M1.5%N/A0.071%
2/25/2025Armis Advisers LLC134,633$4.78M0.6%N/A0.068%
2/19/2025Formidable Asset Management LLC13,664$485K0.1%N/A0.007%
2/19/2025Pinney & Scofield Inc.413,404$14.67M11.3%N/A0.210%
2/18/2025McMill Wealth Management451,203$16.01M6.5%N/A0.229%
2/18/2025GTS Securities LLC22,789$809K0.0%N/A0.012%
2/18/2025Investmark Advisory Group LLC96,633$3.43M1.7%+3.7%0.049%
2/18/2025JT Stratford LLC31,339$1.11M0.2%-5.7%0.016%
2/18/2025RB Capital Management LLC20,718$735K0.2%+2.0%0.011%
2/18/2025Orion Capital Management LLC2,155$76K0.0%N/A0.001%
2/18/2025Monograph Wealth Advisors LLC277,764$9.86M1.3%-1.0%0.141%
2/18/2025Focus Partners Advisor Solutions LLC5,376,491$190.76M3.2%+29.0%2.731%
2/18/2025Mpwm Advisory Solutions LLC19,658$697K0.5%N/A0.010%
2/17/2025Vance Wealth LLC50,741$1.80M0.7%+17.6%0.026%
2/17/2025Waverly Advisors LLC165,941$5.89M0.1%+2.0%0.084%
2/17/2025Vestment Financial LLC5,923$212K0.2%N/A0.003%
2/17/2025Visionary Wealth Advisors140,009$4.97M0.3%+13.7%0.071%
2/17/2025Trace Wealth Advisors LLC43,304$1.54M1.4%N/A0.022%
2/17/2025Studio Investment Management LLC14,587$518K0.1%+13.6%0.007%
2/17/2025Royal Bank of Canada994,159$35.27M0.0%+7.5%0.505%
2/17/2025Quadcap Wealth Management LLC18,694$663K0.1%-7.8%0.009%
2/17/2025Quantinno Capital Management LP32,106$1.14M0.0%+18.2%0.016%
2/17/2025Pathstone Holdings LLC366,519$13.03M0.1%-1.4%0.186%
2/17/2025Graver Capital Management LLC90,248$3.20M3.3%N/A0.046%
2/17/2025Focus Partners Wealth11,604,094$411.71M1.1%+3.1%5.893%
2/17/2025Fiduciary Trust Co7,210$256K0.0%-7.5%0.004%
2/17/2025D. E. Shaw & Co. Inc.12,725$451K0.0%N/A0.006%
2/17/2025EP Wealth Advisors LLC2,665,257$94.56M0.8%+26.9%1.354%
2/17/2025Cresset Asset Management LLC59,747$2.12M0.0%-24.2%0.030%
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2/17/2025Cetera Investment Advisers637,434$22.62M0.0%+7.4%0.324%
2/17/2025Captrust Financial Advisors357,840$12.70M0.0%-1.0%0.182%
2/17/2025Cardiff Park Advisors LLC269,484$9.56M0.9%+0.8%0.137%
2/17/2025Cary Street Partners Financial LLC5,697$202K0.0%N/A0.003%
2/17/2025Baird Financial Group Inc.31,651$1.12M0.0%+4.0%0.016%
2/17/2025Bank of America Corp DE535,215$18.99M0.0%-4.4%0.272%
2/17/2025BIP Wealth LLC8,528$303K0.0%+25.7%0.004%
2/17/2025Ameriprise Financial Inc.8,717$309K0.0%N/A0.004%
2/14/2025Mercer Global Advisors Inc. ADV17,791,542$631.24M1.5%-8.2%9.036%
2/14/2025Navigoe LLC391,160$13.88M13.5%N/A0.199%
(Data available from 1/1/2016 forward)

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DFIV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFIV shares?

During the previous two years, 610 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 539 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. ($1.75M).

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

Institutional investors have bought a total of 81,665,334 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 289 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 20,412,026 shares in the last 24 months. This volume of shares sold represents approximately $731.61M in transactions.



This page (NYSEARCA:DFIV) was last updated on 4/16/2025 by MarketBeat.com Staff
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