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

$52.83+0.40 (+0.75%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+10 / -5

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
PNC FINANCIAL SERVICES GROUP, INC.Increased+1.6M+$128.5B
BANK OF AMERICA CORP /DE/Increased+516K+$124.9B
Focus Partners WealthIncreased+1.5M+$122.6B
MERCER GLOBAL ADVISORS INC /ADVIncreased+576K+$107.9B
JONES FINANCIAL COMPANIES LLLPNew Position+1.8M+$88.0B
Confluence Wealth Services, Inc.New Position+1.7M+$86.5B
JACKSON THORNTON WEALTH MANAGEMENT, LLCNew Position+1.6M+$81.5B
Wealth Management NebraskaNew Position+1.3M+$63.5B
Farther Finance Advisors, LLCIncreased+1.0M+$59.1B
True Link Financial Advisors, LLCNew Position+1.1M+$57.3B
WASHINGTON TRUST BANKNew Position+1.1M+$54.5B
SAX WEALTH ADVISORS, LLCNew Position+898K+$44.8B
Root Financial Partners, LLCNew Position+825K+$41.2B
Smartleaf Asset Management LLCNew Position+771K+$38.0B
Planning Center, Inc.New Position+747K+$37.3B

DFIV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-26.8M-$1.2T
Cetera Investment AdvisersDecreased-230K-$87.7B
Empirical Financial Services, LLC d.b.a. Empirical Wealth ManagementDecreased-27K-$84.5B
Kovitz Investment Group Partners, LLCClosed Position-1.5M-$71.1B
Willow Creek Wealth Management Inc.Closed Position-732K-$33.8B
CAPTRUST FINANCIAL ADVISORSDecreased-4K-$15.6B
Integrated Wealth Concepts LLCDecreased-577-$12.3B
CITADEL ADVISORS LLCDecreased-230K-$10.6B
PERRITT CAPITAL MANAGEMENT INCClosed Position-203K-$9.4B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-195K-$9.0B
BAKER TILLY WEALTH MANAGEMENT, LLCDecreased-149K-$6.2B
Larson Financial Group LLCDecreased-1K-$6.1B
Kingsview Wealth Management, LLCClosed Position-129K-$5.9B
EverSource Wealth Advisors, LLCDecreased-2K-$5.5B
Avior Wealth Management, LLCDecreased-3K-$5.5B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MERCER GLOBAL ADVISORS INC /ADV21,523,566$1.1T1637.17%Share
2PNC FINANCIAL SERVICES GROUP, INC.14,366,635$716.0B391.02%Share
3Focus Partners Wealth13,823,466$689.0B785.25%Share
4NORTHERN TRUST CORP6,346,313$316.0B40.29%Share
5Farther Finance Advisors, LLC3,236,596$161.5B1730.38%Share
6RAYMOND JAMES FINANCIAL INC3,185,438$158.0B49.16%Share
7Foster Group, Inc.3,102,581$154.8B4.68%Share
8UBS Group AG1,887,039$94.2B15.27%Share
9Team Hewins, LLC1,759,444$87.8B28.29%Share
10JONES FINANCIAL COMPANIES LLLP1,752,526$87.0B53.04%Share
11Confluence Wealth Services, Inc.1,732,779$86.5B3.58%Share
12JACKSON THORNTON WEALTH MANAGEMENT, LLC1,416,777$71.7B6.78%Share
13Evanson Asset Management, LLC1,386,778$69.2B3.73%Share
14BANK OF AMERICA CORP /DE/1,355,673$67.0B4.87%Share
15Wealth Management Nebraska1,272,627$63.5B7.26%Share
16DIXON FNANCIAL SERVICES, INC.1,267,615$63.3B28.04%Share
17Falcon Wealth Planning1,248,922$62.3B5.25%Share
18Beaird Harris Wealth Management, LLC1,171,961$58.5B4.03%Share
19True Link Financial Advisors, LLC1,147,531$57.3B3.48%Share
20WASHINGTON TRUST BANK1,071,701$53.5B3.75%Share
21MASECO LLP1,032,961$51.5B2.24%Share
22BANK OF AMERICA CORP /DE/1,037,237$51.0B3.71%Share
23Strategic Financial Services, Inc.843,698$46.0B2.12%Share
24SAX WEALTH ADVISORS, LLC897,869$44.8B2.11%Share
25NORTHERN TRUST CORP891,248$44.0B5.61%Share
26KEB ASSET MANAGEMENT, LLC858,718$42.9B8.68%Share
27Root Financial Partners, LLC825,294$41.2B2.10%Share
28Pallas Capital Advisors LLC763,071$38.1B1.26%Share
29Smartleaf Asset Management LLC771,364$38.0B1.44%Share
30Planning Center, Inc.746,887$37.3B3.81%Share
31Wealth Architects, LLC733,561$36.6B3.30%Share
32McGlone Suttner Wealth Management, Inc.732,615$36.6B4.92%Share
33Vise Technologies, Inc.732,975$36.0B705.33%Share
34ECLECTIC ASSOCIATES INC /ADV717,205$35.8B5.58%Share
35Premier Financial Group709,324$35.4B9.24%Share
36Parkwoods Wealth Partners, LLC696,178$34.7B10.22%Share
37Forvis Mazars Wealth Advisors, LLC689,027$34.4B649.17%Share
38EARNED WEALTH ADVISORS, LLC663,969$33.1B3.54%Share
39Trinity Financial Advisors LLC661,650$33.0B9.23%Share
40ROYAL BANK OF CANADA676,656$33.0B5.37%Share
41ROYAL BANK OF CANADA658,397$32.0B5.21%Share
42Hill Investment Group Partners, LLC600,089$29.9B3.56%Share
43SACHEM HILL LLC592,123$29.5B5.74%Share
44FIDUCIARY FINANCIAL GROUP, LLC583,917$29.1B4.12%Share
45Equitable Holdings, Inc.596,720$29.0B198.26%Share
46Quent Capital, LLC566,736$28.3B2.04%Share
47RAYMOND JAMES FINANCIAL INC571,668$28.0B8.71%Share
48Rockefeller Capital Management L.P.526,551$26.0B46.81%Share
49Acropolis Investment Management, LLC520,176$26.0B1.17%Share
50PNC FINANCIAL SERVICES GROUP, INC.518,658$25.0B13.65%Share

DFIV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025776$7.0T+406
Q3 2025370$7.1T-270
Q2 2025640$6.9T+15
Q1 2025625$7.2T+176
Q4 2024449$410.9T+130
Q3 2024319$1613.4T+15
Q2 2024304$1346.0T+15
Q1 2024289$1075.1T—

Similar Stocks by Institutional Ownership

VOO

Vanguard S&P 500 ETF

JPM

JPMorgan Chase & Co.

IVV

iShares Core S&P 500 ETF

SPY

State Street SPDR S&P 500 ETF Trust

VXUS

Vanguard Total International Stock ETF

V

Visa Inc.

VTI

Vanguard Total Stock Market ETF

MA

Mastercard Incorporated

As of Q4 2025, 50 institutional investors hold DFIV (Dimensional - International Value ETF). The largest holder is MERCER GLOBAL ADVISORS INC /ADV with $1.1T in shares. This quarter, 10 institutions opened new positions and 5 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 $1.1T in shares.

Is institutional ownership of DFIV increasing or decreasing?

This quarter, 10 institutions opened new positions in DFIV and 5 closed their positions.