Dimensional International VaDFIVETF

13F holders, Q2 2024 (June 30)
505holders +20
40new positions
26sold out
2famous investors
$35.69avg. 13F price*

At the end of Q2 2024, 505 institutions reported holding Dimensional International Va (DFIV) in their 13F filings, up 20 from Q1 2024. 40 opened new positions and 26 sold out. The largest holders were Mercer Global Advisors Inc. ($553.3M), Envestnet Asset Management Inc. ($526.8M) and Buckingham Strategic Wealth, LLC ($401.4M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 → Q2 2024

InstitutionsTotal Value
New Positions40$86.0M
Exits26$77.1M

All 13F filers, Q1 2024 → Q2 2024: 18,140,561 shares bought and 3,550,660 shares sold, net +14,589,901 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 505 holders

Mercer Global Advisors Inc. 1.51% Add +12.7% 16,708,621 $553.3M
Envestnet Asset Management Inc. 0.18% Add +14.3% 14,657,246 $526.8M
Buckingham Strategic Wealth, LLC 4.16% Reduce -1.0% 11,169,824 $401.4M
Savant Capital, LLC 2.61% Add +15.3% 7,264,539 $261.1M
Northern Trust Corp. 0.04% Add +2.8% 6,703,413 $240.9M
PNC Financial Services Group, Inc. 0.15% Add +12.4% 6,117,707 $219.9M
Focus Partners Advisor Solutions, LLC 3.98% Add +3.4% 4,216,629 $151.5M
Jane Street Group, LLC 0.15% Add +170.0% 3,953,828 $142.1M
Index Fund Advisors, Inc. 7.45% Add +0.6% 3,668,389 $131.8M
Creative Planning 0.14% Add +39.3% 3,616,919 $130.0M
Foster Group, Inc. 5.02% Add +84.8% 3,550,210 $127.6M
HighTower Advisors, LLC 0.16% Add +1.5% 2,823,511 $101.5M
Plancorp, LLC 4.12% Add +1.0% 2,644,853 $95.1M
Modera Wealth Management, LLC 1.39% Reduce -1.2% 2,626,373 $94.4M
Corient Private Wealth LP 0.15% Add +4.2% 2,404,702 $86.4M
Cerity Partners LLC 0.22% Add +16.5% 2,279,286 $81.9M
Wealth Enhancement Advisory Services, LLC 0.18% Add +0.5% 2,052,787 $73.8M
Falcon Wealth Planning 8.46% Add +64.2% 1,813,059 $65.2M
Team Hewins, LLC 26.90% Reduce -0.2% 1,801,917 $64.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.92% Reduce -0.7% 1,775,536 $63.8M
Choreo, LLC 1.05% Add +3.9% 1,729,296 $62.4M
EP Wealth Advisors, LLC 0.66% Add +10.7% 1,735,983 $62.4M
Raymond James Financial Services Advisors, Inc. 0.09% Add +4.8% 1,727,518 $62.1M
Jackson Thornton Wealth Management, LLC 8.86% Add +8.4% 1,610,201 $57.9M
LPL Financial LLC 0.03% Add +27.5% 1,551,043 $55.7M
Dixon Fnancial Services, Inc. 28.35% Reduce -0.4% 1,406,970 $50.6M
TCI Wealth Advisors, Inc. 4.22% Add +3.3% 1,245,340 $44.8M
Apella Capital, LLC 1.93% Add +6.8% 1,187,056 $43.2M
Evanson Asset Management, LLC 3.17% Add +3.5% 1,199,615 $43.1M
Confluence Wealth Services, Inc. 3.37% Add +9.0% 1,176,299 $42.3M
UBS Group AG 0.01% Add +0.7% 1,107,320 $39.8M
Beaird Harris Wealth Management, LLC 3.48% Reduce -10.9% 1,028,275 $37.0M
True Link Financial Advisors, LLC 3.42% Add +1.7% 1,025,300 $36.8M
Planning Center, Inc. 4.09% Add +0.0% 870,636 $31.3M
Royal Bank of Canada 0.01% Add +33.3% 855,030 $30.7M
Forvis Mazars Wealth Advisors, LLC 0.77% Add +0.4% 853,901 $30.7M
Northwestern Mutual Wealth Management Co. 0.03% Add +18.0% 829,457 $29.8M
Strategic Financial Services, Inc. 1.86% Add +1.5% 819,871 $29.5M
Verus Financial Partners, Inc. 3.32% Add +3.0% 795,576 $28.6M
Sachem Hill LLC 5.86% Add +5.6% 760,428 $27.3M
Willow Creek Wealth Management Inc. 3.05% Reduce -1.0% 746,492 $26.8M
Hill Investment Group Partners, LLC 3.53% Reduce -0.8% 708,902 $26.2M
Beacon Pointe Advisors, LLC 0.31% Add +4.2% 726,289 $26.1M
Keb Asset Management, LLC 8.67% Add +2.7% 717,568 $25.8M
Total Wealth Planning, LLC 4.19% Add +5.2% 684,300 $25.5M
M Holdings Securities, Inc. 3.14% New 674,288 $24.2M
Merriman Wealth Management, LLC 1.02% Add +0.2% 651,487 $23.4M
Wealth Architects, LLC 2.85% Add +1.9% 648,081 $23.3M
Cetera Investment Advisers 0.05% Add +7.2% 629,238 $22.6M
Trinity Financial Advisors LLC 9.69% Add +2.0% 602,094 $21.6M
Efficient Frontier Advisors LLC 14.47% Add +0.8% 571,292 $20.5M
Sequoia Financial Advisors, LLC 0.25% Add +0.8% 568,794 $20.4M
Earned Wealth Advisors, LLC 7.74% Add +1.6% 567,229 $20.4M
Exencial Wealth Advisors, LLC 0.76% Add +3.3% 563,393 $20.2M
Invst, LLC 2.23% New 558,972 $20.2M
McGlone Suttner Wealth Management, Inc. 3.94% Reduce -12.7% 558,304 $19.2M
Bank of America Corp. 0.00% Add +40.1% 513,745 $18.5M
Bayshore Asset Management, LLC 8.80% Add +0.1% 486,740 $17.5M
CFS Investment Advisory Services, LLC 1.40% Add +0.5% 480,754 $17.3M
Lakeshore Financial Planning, Inc. 8.18% Add +1.6% 466,141 $16.8M
Market Street Wealth Management Advisors LLC 2.76% Add +0.6% 447,185 $16.1M
PBMares Wealth Management LLC 3.91% Add +0.7% 443,431 $15.9M
Forum Financial Management, LP 0.29% Reduce -2.4% 440,215 $15.8M
Integrated Wealth Concepts LLC 0.22% Add +15.8% 439,276 $15.8M
Riversedge Advisors, LLC 3.79% New 432,417 $15.5M
Acropolis Investment Management, LLC 0.98% Add +7.5% 430,485 $15.5M
McLean Asset Management Corp 4.97% Reduce -0.2% 417,499 $15.4M
Fiduciary Financial Group, LLC 3.64% — 403,927 $15.1M
Wescott Financial Advisory Group, LLC 1.67% Reduce -7.1% 399,890 $14.4M
Peirce Capital Management, LLC 7.35% Add +5.8% 386,414 $13.9M
Dopkins Wealth Management, LLC 8.43% Add +0.6% 385,768 $13.9M
JPMorgan Chase & Co. 0.00% Reduce -6.4% 379,497 $13.6M
Wells Fargo & Company 0.00% Add +2.2% 378,062 $13.6M
FMFE Wealth Management, LLC 12.49% Add +2.8% 374,246 $13.5M
Disciplined Equity Management, Inc. 8.84% Add +0.8% 373,383 $13.4M
Pathstone Holdings, LLC 0.06% Reduce -0.1% 371,918 $13.4M
Kestra Advisory Services, LLC 0.07% Add +14.1% 371,332 $13.3M
Rockefeller Capital Management L.P. 0.04% Add +5.7% 361,862 $13.0M
Shearwater Capital LLC 9.45% Reduce -0.1% 357,806 $12.9M
First Command Advisory Services, Inc. 0.13% Reduce -35.4% 348,044 $12.5M
Captrust Financial Advisors 0.04% Add +0.5% 346,911 $12.5M
Rather & Kittrell, Inc. 3.34% Reduce -1.1% 337,943 $12.1M
Root Financial Partners, LLC 2.81% Add +31.7% 333,678 $12.0M
Squire Investment Management Company, LLC 6.76% Add +7.1% 331,513 $11.9M
Fortress Wealth Management, Inc. 6.08% Add +3.1% 330,613 $11.9M
Commonwealth Equity Services, LLC 0.02% Reduce -4.5% 329,330 $11.8M
Claris Advisors, LLC / Mo / 6.08% Reduce -2.1% 328,503 $11.8M
Cowa, LLC 6.24% Add +24.7% 325,662 $11.7M
MBB Public Markets I LLC 0.24% Reduce -9.7% 321,873 $11.6M
Sax Wealth Advisors, LLC 1.08% Add +11.6% 316,752 $11.4M
Kraft Asset Management, LLC 9.56% Reduce -2.8% 316,463 $11.4M
Ruedi Wealth Management, Inc. 4.36% Add +14.7% 307,898 $11.1M
EnRich Financial Partners LLC 4.02% Reduce -1.2% 304,642 $10.9M
Quent Capital, LLC 1.20% Add +18.0% 304,126 $10.9M
Equitable Holdings, Inc. 0.11% Add +4.6% 302,981 $10.9M
N.E.W. Advisory Services LLC 1.15% Reduce -34.6% 297,730 $10.7M
KM Capital Management Ltd. 5.52% Reduce -10.8% 296,663 $10.7M
Apeiron RIA LLC 3.19% Reduce -2.1% 289,783 $10.4M
Tobias Financial Advisors, Inc. 2.17% Add +14.6% 280,539 $10.1M
Cardiff Park Advisors, LLC 0.95% Add +3.8% 273,734 $9.8M

"% 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 505 holders