Who Owns Dimensional - International Value ETF (DFIV)?Hedge Fund & Institutional Holders

$51.55-0.64 (-1.23%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.074000716000689e+262T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$34.67$40.06$45.45$50.84$56.23Sep 24Jun 25Mar 26

DFIV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Savant Capital, LLCNew Position+8.6M+$428.0M
EP Wealth Advisors, LLCNew Position+6.1M+$303.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+3.8M+$188.0M
Index Fund Advisors, Inc.New Position+3.6M+$178.2M
Cerity Partners LLCNew Position+3.1M+$153.0M
Modera Wealth Management, LLCNew Position+2.3M+$113.8M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+2.0M+$102.2M
JONES FINANCIAL COMPANIES LLLPNew Position+1.8M+$88.0M
Confluence Wealth Services, Inc.New Position+1.7M+$86.5M
JACKSON THORNTON WEALTH MANAGEMENT, LLCNew Position+1.6M+$81.5M
Sequoia Financial Advisors, LLCNew Position+1.3M+$64.2M
Wealth Management NebraskaNew Position+1.3M+$63.5M
True Link Financial Advisors, LLCNew Position+1.1M+$57.3M
Apella Capital, LLCNew Position+1.1M+$57.2M
Petersen Hastings Wealth Advisors Inc.New Position+1.1M+$56.1M

DFIV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-26.8M-$1.2T
Foster Group, Inc.Decreased-141K-$149.4B
Kestra Investment Management, LLCDecreased-528K-$136.9B
Cetera Investment AdvisersDecreased-230K-$87.7B
Empirical Financial Services, LLC d.b.a. Empirical Wealth ManagementDecreased-27K-$84.5B
Team Hewins, LLCDecreased-28K-$82.3B
Kovitz Investment Group Partners, LLCClosed Position-1.5M-$71.1B
DIXON FNANCIAL SERVICES, INC.Decreased-56K-$61.0B
Beaird Harris Wealth Management, LLCDecreased-14K-$54.6B
MASECO LLPDecreased-13K-$48.2B
McMill Wealth ManagementDecreased-486K-$45.3B
Strategic Financial Services, Inc.Decreased-7K-$39.2B
Wealth Architects, LLCDecreased-1K-$33.8B
Willow Creek Wealth Management Inc.Closed Position-732K-$33.8B
Hill Investment Group Partners, LLCDecreased-3K-$27.8B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MERCER GLOBAL ADVISORS INC /ADV21,523,566$1.1B1.64%Share
2PNC FINANCIAL SERVICES GROUP, INC.14,366,635$716.0M0.39%Share
3Focus Partners Wealth13,823,466$689.0M0.79%Share
4Savant Capital, LLC8,589,459$428.0M2.43%Share
5NORTHERN TRUST CORP6,346,313$316.0M0.04%Share
6EP Wealth Advisors, LLC6,084,321$303.0M1.57%Share
7Focus Partners Advisor Solutions, LLC5,774,671$288.0M3.53%Share
8Corient Private Wealth LLC4,604,859$229.7M0.31%Share
9ENVESTNET ASSET MANAGEMENT INC3,781,075$188.0M0.06%Share
10Index Fund Advisors, Inc.3,571,373$178.2M8.36%Share
11Plancorp, LLC3,571,120$178.0M5.38%Share
12HighTower Advisors, LLC3,461,723$172.0M0.19%Share
13Farther Finance Advisors, LLC3,236,596$161.5M1.73%Share
14Creative Planning3,237,745$161.0M0.12%Share
15RAYMOND JAMES FINANCIAL INC3,185,438$158.0M0.05%Share
16Foster Group, Inc.3,102,581$154.8M4.68%Share
17Cerity Partners LLC2,976,149$148.0M0.22%Share
18Kestra Investment Management, LLC2,442,525$121.9M2.98%Share
19Modera Wealth Management, LLC2,279,761$113.8M1.32%Share
20LPL Financial LLC2,206,395$110.0M0.03%Share
21WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2,019,437$102.2M0.14%Share
22UBS Group AG1,887,039$94.2M0.02%Share
23Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,797,589$89.7M1.60%Share
24Team Hewins, LLC1,759,444$87.8M28.29%Share
25JONES FINANCIAL COMPANIES LLLP1,752,526$87.0M0.05%Share
26Confluence Wealth Services, Inc.1,732,779$86.5M3.58%Share
27Cetera Investment Advisers1,674,220$83.0M0.09%Share
28TCI Wealth Advisors, Inc.1,629,209$81.3M4.48%Share
29JACKSON THORNTON WEALTH MANAGEMENT, LLC1,416,777$71.7M6.78%Share
30CHOREO, LLC1,426,283$71.5M0.91%Share
31Evanson Asset Management, LLC1,386,778$69.2M3.73%Share
32BANK OF AMERICA CORP /DE/1,355,673$67.0M0.00%Share
33Sequoia Financial Advisors, LLC1,286,363$64.2M0.36%Share
34JANE STREET GROUP, LLC1,300,000$64.0M0.01%Share
35Beacon Pointe Advisors, LLC1,285,246$64.0M0.45%Share
36Wealth Management Nebraska1,272,627$63.5M7.26%Share
37DIXON FNANCIAL SERVICES, INC.1,267,615$63.3M28.04%Share
38Falcon Wealth Planning1,248,922$62.3M5.25%Share
39Beaird Harris Wealth Management, LLC1,171,961$58.5M4.03%Share
40True Link Financial Advisors, LLC1,147,531$57.3M3.48%Share
41Apella Capital, LLC1,145,849$57.2M1.13%Share
42Petersen Hastings Wealth Advisors Inc.1,123,945$56.1M5.39%Share
43WASHINGTON TRUST BANK1,071,701$53.5M3.75%Share
44MASECO LLP1,032,961$51.5M2.24%Share
45BANK OF AMERICA CORP /DE/1,037,237$51.0M0.00%Share
46CWM, LLC967,006$48.3M0.13%Share
47Strategic Financial Services, Inc.843,698$46.0M2.12%Share
48EXENCIAL WEALTH ADVISORS, LLC909,376$45.4M1.43%Share
49SAX WEALTH ADVISORS, LLC897,869$44.8M2.11%Share
50Verus Financial Partners, Inc.851,719$44.7M4.11%Share

DFIV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025778$11.6B+408
Q3 2025370$7.9T-273
Q2 2025643$8.1T+15
Q1 2025628$8.1T+179
Q4 2024449$808.1T+130
Q3 2024319$2569.1T+15
Q2 2024304$2318.8T+15
Q1 2024289$2029.5T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold DFIV (Dimensional - International Value ETF). The largest holder is MERCER GLOBAL ADVISORS INC /ADV with $1.1B in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own DFIV?

As of Q4 2025, 50 institutional investors report holding DFIV (Dimensional - International Value ETF) in their 13F filings.

Who is the largest institutional holder of DFIV?

The largest institutional holder of DFIV is MERCER GLOBAL ADVISORS INC /ADV with $1.1B in shares.

Is institutional ownership of DFIV increasing or decreasing?

This quarter, 15 institutions opened new positions in DFIV and 2 closed their positions.