Dimensional International VaDFIVETF

13F holders, Q1 2024 (March 31)
485holders
3famous investors
$36.73avg. 13F price*

At the end of Q1 2024, 485 institutions reported holding Dimensional International Va (DFIV) in their 13F filings. The largest holders were Mercer Global Advisors Inc. ($545.1M), Envestnet Asset Management Inc. ($471.3M) and Buckingham Strategic Wealth, LLC ($414.7M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Dimensional International Va
CUSIP
25434V807
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 485Q1 2024Q2 2024: 505Q2 2024Q3 2024: 532Q3 2024Q4 2024: 605Q4 2024Q1 2025: 643Q1 2025Q2 2025: 691Q2 2025Q3 2025: 722Q3 2025Q4 2025: 803Q4 2025Q1 2026: 854Q1 2026Q2 2026: 897Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions34$35.9M
Exits18$22.7M

Ownership 485 holders

Mercer Global Advisors Inc. 1.55% Add +42.0% 14,831,851 $545.1M
Envestnet Asset Management Inc. 0.18% Add +29.2% 12,825,217 $471.3M
Buckingham Strategic Wealth, LLC 4.38% Add +2.4% 11,285,243 $414.7M
Northern Trust Corp. 0.04% Add +0.5% 6,523,366 $239.7M
Savant Capital, LLC 2.66% Add +4.1% 6,302,484 $231.6M
PNC Financial Services Group, Inc. 0.14% Add +14.6% 5,440,664 $199.9M
Focus Partners Advisor Solutions, LLC 4.33% Add +86.8% 4,079,196 $149.9M
Index Fund Advisors, Inc. 7.40% Reduce -1.3% 3,645,703 $134.0M
HighTower Advisors, LLC 0.17% Add +315.8% 2,781,729 $102.2M
Modera Wealth Management, LLC 1.49% Reduce -1.3% 2,657,513 $97.7M
Plancorp, LLC 4.18% Reduce -0.1% 2,617,715 $96.2M
Creative Planning 0.11% Reduce -2.4% 2,597,058 $95.4M
Corient Private Wealth LP 0.15% Add +4.9% 2,308,920 $84.9M
Wealth Enhancement Advisory Services, LLC 0.19% Reduce -1.7% 2,041,996 $75.0M
Cerity Partners LLC 0.19% Add +1.7% 1,956,662 $71.9M
Foster Group, Inc. 3.51% Reduce 0.0% 1,921,453 $70.6M
Team Hewins, LLC 26.72% Add +2.8% 1,806,230 $66.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2.04% Add +2.9% 1,788,041 $65.7M
Choreo, LLC 1.57% Add +1.6% 1,664,757 $61.2M
Raymond James Financial Services Advisors, Inc. 0.09% Reduce -20.1% 1,647,535 $60.5M
EP Wealth Advisors, LLC 0.67% Add +4.8% 1,568,171 $57.6M
Jackson Thornton Wealth Management, LLC 9.26% Add +0.6% 1,485,194 $54.6M
Jane Street Group, LLC 0.07% Reduce -63.8% 1,464,242 $53.8M
Dixon Fnancial Services, Inc. 28.75% Reduce -0.2% 1,412,969 $51.9M
LPL Financial LLC 0.02% Add +5.6% 1,216,269 $44.7M
TCI Wealth Advisors, Inc. 4.37% Add +2.6% 1,206,165 $44.3M
Evanson Asset Management, LLC 3.17% Add +3.2% 1,158,697 $42.6M
Beaird Harris Wealth Management, LLC 4.13% Add +4.7% 1,153,842 $42.4M
Apella Capital, LLC 2.09% Add +5.6% 1,111,306 $41.4M
Falcon Wealth Planning 6.43% Add +170.7% 1,104,197 $40.6M
UBS Group AG 0.01% Add +8.2% 1,099,932 $40.4M
Confluence Wealth Services, Inc. 3.50% Add +12.1% 1,078,804 $39.6M
True Link Financial Advisors, LLC 3.55% Reduce -12.4% 1,008,283 $37.1M
Relative Value Partners Group, LLC 2.17% Add +1.9% 1,016,710 $34.5M
Planning Center, Inc. 6.96% Add +0.2% 870,400 $32.0M
Forvis Mazars Wealth Advisors, LLC 0.80% Add +0.4% 850,759 $31.3M
ML & R Wealth Management LLC 6.96% Reduce -7.9% 823,596 $30.3M
Strategic Financial Services, Inc. 1.92% Add +4.0% 807,726 $29.7M
Verus Financial Partners, Inc. 3.32% Add +3.8% 772,243 $28.4M
Willow Creek Wealth Management Inc. 3.24% Add +0.8% 754,181 $27.7M
Sachem Hill LLC 6.21% Add +1.2% 720,324 $26.5M
Hill Investment Group Partners, LLC 3.71% Reduce -0.7% 714,694 $26.3M
Northwestern Mutual Wealth Management Co. 0.03% Reduce -0.2% 703,109 $25.8M
Keb Asset Management, LLC 8.77% Add +2.1% 698,455 $25.7M
Beacon Pointe Advisors, LLC 0.29% Add +4.7% 696,730 $25.6M
Total Wealth Planning, LLC 4.11% Add +5.0% 650,579 $23.9M
Merriman Wealth Management, LLC 1.07% Add +2.8% 650,252 $23.9M
Empowered Funds, LLC 0.43% New 646,159 $23.7M
Royal Bank of Canada 0.01% Add +0.8% 641,445 $23.6M
McGlone Suttner Wealth Management, Inc. 4.41% Add +14.5% 639,121 $23.5M
Wealth Architects, LLC 3.08% Add +6.7% 636,039 $23.4M
Trinity Financial Advisors LLC 9.76% Add +4.0% 590,198 $21.7M
Cetera Investment Advisers 0.05% Add +352.4% 586,933 $21.6M
Efficient Frontier Advisors LLC 16.49% Add +3.4% 566,499 $20.8M
Sequoia Financial Advisors, LLC 0.26% Add +0.8% 563,974 $20.7M
Earned Wealth Advisors, LLC 7.84% Reduce -0.1% 558,236 $20.5M
Exencial Wealth Advisors, LLC 0.75% Add +11.9% 545,680 $20.1M
First Command Advisory Services, Inc. 0.21% Reduce -29.5% 539,143 $19.8M
Bayshore Asset Management, LLC 8.76% Reduce -4.3% 485,990 $17.9M
CFS Investment Advisory Services, LLC 2.96% Reduce -1.5% 478,364 $17.6M
Lakeshore Financial Planning, Inc. 8.53% Add +0.5% 458,828 $16.9M
N.E.W. Advisory Services LLC 1.86% Add +2.9% 455,035 $16.7M
Forum Financial Management, LP 0.28% Reduce -0.8% 451,192 $16.6M
Market Street Wealth Management Advisors LLC 2.87% Reduce -1.8% 444,354 $16.3M
PBMares Wealth Management LLC 4.21% Add +1.7% 440,433 $16.2M
Wescott Financial Advisory Group, LLC 1.97% Add +2.2% 430,603 $15.8M
McLean Asset Management Corp 5.33% Reduce -1.3% 418,316 $15.6M
JPMorgan Chase & Co. 0.00% Reduce -4.2% 405,354 $14.9M
Acropolis Investment Management, LLC 0.96% Add +4.5% 400,646 $14.7M
Dopkins Wealth Management, LLC 8.48% Add +9.9% 383,305 $14.1M
Integrated Wealth Concepts LLC 0.20% Add +1.9% 379,271 $13.9M
Pathstone Holdings, LLC 0.06% Reduce -3.9% 372,391 $13.7M
Disciplined Equity Management, Inc. 9.04% Add +0.9% 370,416 $13.6M
Wells Fargo & Company 0.00% Add +10.7% 369,868 $13.6M
Bank of America Corp. 0.00% Reduce -28.0% 366,626 $13.5M
Peirce Capital Management, LLC 7.37% Add +2.8% 365,190 $13.4M
FMFE Wealth Management, LLC 12.27% Add +0.3% 364,176 $13.4M
Shearwater Capital LLC 9.70% Reduce -0.4% 358,259 $13.2M
MBB Public Markets I LLC 0.84% Reduce -56.7% 356,595 $13.1M
Captrust Financial Advisors 0.05% Reduce -4.4% 345,229 $12.7M
Commonwealth Equity Services, LLC 0.02% Reduce -0.7% 344,693 $12.7M
Rockefeller Capital Management L.P. 0.04% Add +10.7% 342,507 $12.6M
Rather & Kittrell, Inc. 3.75% Reduce -2.9% 341,563 $12.6M
Claris Advisors, LLC / Mo / 6.22% Add +0.7% 335,427 $12.3M
KM Capital Management Ltd. 6.77% Reduce -11.0% 332,510 $12.2M
Kestra Advisory Services, LLC 0.08% Add +26.5% 325,555 $12.0M
Kraft Asset Management, LLC 9.63% Reduce -1.6% 325,544 $12.0M
Fortress Wealth Management, Inc. 6.07% Add +4.3% 320,665 $11.8M
Squire Investment Management Company, LLC 7.17% Add +15.9% 309,618 $11.4M
EnRich Financial Partners LLC 4.24% Add +0.3% 308,207 $11.3M
Old Mission Capital LLC 0.27% Add +149.4% 304,513 $11.2M
Apeiron RIA LLC 3.15% Add +1.7% 296,129 $10.9M
Equitable Holdings, Inc. 0.12% Add +5.4% 289,610 $10.6M
Sax Wealth Advisors, LLC 1.22% Add +37.5% 283,739 $10.4M
DiNuzzo Private Wealth, Inc. 1.36% Reduce -0.6% 273,390 $10.0M
Meritas Wealth Management, LLC 6.90% Add +10.1% 269,603 $9.9M
Ruedi Wealth Management, Inc. 4.15% Add +4.2% 268,464 $9.9M
Cardiff Park Advisors, LLC 0.92% Reduce -0.7% 263,791 $9.7M
Lauterbach Financial Advisors, LLC 6.35% Reduce -3.8% 263,173 $9.7M
Cowa, LLC 5.66% Add +9.7% 261,216 $9.6M

"% of holder's portfolio" is DFIV's weight in each manager's 13F, not the share of Dimensional International Va the manager owns.

Show all 485 holders