Dimensional International VaDFIVETF

13F holders, Q3 2024 (September 30)
532holders +27
41new positions
16sold out
1famous investor
$38.03avg. 13F price*

At the end of Q3 2024, 532 institutions reported holding Dimensional International Va (DFIV) in their 13F filings, up 27 from Q2 2024. 41 opened new positions and 16 sold out. The largest holders were Mercer Global Advisors Inc. ($734.4M), Envestnet Asset Management Inc. ($721.4M) and Focus Partners Wealth ($428.5M). One famous investor held it 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions41$552.2M
Exits16$48.1M

All 13F filers, Q2 2024 → Q3 2024: 26,878,673 shares bought and 7,254,861 shares sold, net +19,623,812 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 532 holders

Mercer Global Advisors Inc. 1.72% Add +16.1% 19,389,865 $734.4M
Envestnet Asset Management Inc. 0.23% Add +29.3% 18,945,456 $721.4M
Focus Partners Wealth 1.37% New 11,252,710 $428.5M
Savant Capital, LLC 2.45% Add +6.6% 7,746,055 $295.0M
Northern Trust Corp. 0.04% Add +0.6% 6,745,190 $256.9M
PNC Financial Services Group, Inc. 0.16% Add +7.3% 6,562,462 $249.9M
Focus Partners Advisor Solutions, LLC 3.34% Reduce -1.2% 4,166,846 $158.7M
Index Fund Advisors, Inc. 7.35% Reduce -0.8% 3,639,984 $138.6M
Creative Planning 0.13% Reduce -1.5% 3,563,358 $135.7M
Foster Group, Inc. 5.02% Reduce -0.4% 3,534,492 $134.6M
HighTower Advisors, LLC 0.18% Add +14.5% 3,231,889 $123.1M
Corient Private Wealth LP 0.16% Add +10.5% 2,656,769 $101.2M
Plancorp, LLC 4.11% Add +0.1% 2,646,910 $100.8M
Modera Wealth Management, LLC 1.27% Reduce -0.1% 2,623,512 $99.9M
Cerity Partners LLC 0.21% Add +8.6% 2,474,519 $94.2M
EP Wealth Advisors, LLC 0.69% Add +21.0% 2,100,342 $80.0M
Wealth Enhancement Advisory Services, LLC 0.16% Reduce -7.0% 1,909,848 $72.7M
Raymond James Financial Services Advisors, Inc. 0.09% Add +7.9% 1,864,253 $71.0M
Team Hewins, LLC 26.41% Add +0.6% 1,813,287 $69.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.89% Reduce -0.9% 1,759,499 $67.0M
Choreo, LLC 0.98% Add +1.9% 1,762,156 $66.7M
Jackson Thornton Wealth Management, LLC 8.52% Add +5.1% 1,692,968 $64.5M
LPL Financial LLC 0.03% Reduce -0.9% 1,537,773 $58.6M
Dixon Fnancial Services, Inc. 28.25% Reduce -0.7% 1,397,171 $53.2M
TCI Wealth Advisors, Inc. 4.21% Add +5.3% 1,311,941 $50.0M
Apella Capital, LLC 1.97% Add +6.8% 1,267,578 $48.0M
NorthCoast Asset Management LLC 0.34% New 1,257,825 $47.7M
Confluence Wealth Services, Inc. 3.47% Add +6.0% 1,247,433 $47.5M
Evanson Asset Management, LLC 3.32% Add +3.0% 1,235,243 $47.0M
Falcon Wealth Planning 5.08% Reduce -37.4% 1,135,022 $43.2M
UBS Group AG 0.01% Reduce -0.7% 1,099,914 $41.9M
True Link Financial Advisors, LLC 3.55% Add +7.1% 1,098,326 $41.8M
Beaird Harris Wealth Management, LLC 3.62% Add +5.8% 1,087,484 $41.4M
Kestra Investment Management, LLC 1.74% New 1,064,220 $40.5M
Northwestern Mutual Wealth Management Co. 0.03% Add +17.1% 971,454 $37.0M
Royal Bank of Canada 0.01% Add +8.1% 924,583 $35.2M
Planning Center, Inc. 4.13% Add +1.2% 881,226 $33.6M
Forvis Mazars Wealth Advisors, LLC 0.73% Reduce -2.4% 833,243 $31.7M
Strategic Financial Services, Inc. 1.85% Add +0.0% 820,053 $31.2M
Verus Financial Partners, Inc. 3.32% Add +0.7% 800,836 $30.3M
Sachem Hill LLC 5.97% Add +1.6% 772,215 $29.4M
Beacon Pointe Advisors, LLC 0.33% Add +1.8% 739,314 $28.2M
Keb Asset Management, LLC 8.42% Add +2.4% 734,832 $28.0M
Willow Creek Wealth Management Inc. 2.92% Reduce -2.2% 730,066 $27.8M
Total Wealth Planning, LLC 4.32% Add +6.3% 727,283 $27.7M
Wealth Architects, LLC 2.94% Add +5.2% 681,820 $26.0M
Hill Investment Group Partners, LLC 3.56% Add +0.1% 709,240 $25.6M
Merriman Wealth Management, LLC 1.04% Add +3.1% 671,826 $25.6M
Exencial Wealth Advisors, LLC 0.83% Add +8.0% 608,344 $23.2M
Cetera Investment Advisers 0.05% Reduce -5.7% 593,353 $22.6M
Efficient Frontier Advisors LLC 14.23% Add +1.1% 577,561 $22.0M
Trinity Financial Advisors LLC 9.69% Add +2.8% 618,906 $21.6M
Sequoia Financial Advisors, LLC 0.23% Reduce -1.3% 561,701 $21.4M
Bank of America Corp. 0.00% Add +8.9% 559,634 $21.3M
Earned Wealth Advisors, LLC 6.43% Reduce -2.1% 555,135 $21.1M
McGlone Suttner Wealth Management, Inc. 4.23% Reduce -4.4% 533,855 $20.3M
Riversedge Advisors, LLC 4.45% Add +19.2% 515,301 $19.6M
Prism Advisors, Inc. 5.36% New 492,226 $18.7M
CFS Investment Advisory Services, LLC 1.54% Add +0.4% 482,685 $18.4M
Root Financial Partners, LLC 2.85% Add +40.1% 467,443 $17.8M
Bayshore Asset Management, LLC 7.92% Reduce -4.8% 463,614 $17.7M
Market Street Wealth Management Advisors LLC 2.83% Add +1.2% 452,686 $17.2M
PBMares Wealth Management LLC 3.56% Add +0.8% 447,156 $17.0M
Acropolis Investment Management, LLC 1.01% Add +3.8% 446,709 $17.0M
Integrated Wealth Concepts LLC 0.21% Add +1.4% 445,229 $17.0M
Fiduciary Financial Group, LLC 3.84% Add +10.2% 445,182 $16.7M
Forum Financial Management, LP 0.28% Reduce -0.7% 437,272 $16.7M
Jane Street Group, LLC 0.03% Reduce -89.0% 436,152 $16.6M
McLean Asset Management Corp 4.69% Reduce -1.8% 409,937 $15.6M
Wescott Financial Advisory Group, LLC 1.66% Add +1.4% 405,304 $15.4M
Wells Fargo & Company 0.00% Add +7.0% 404,560 $15.4M
Parkwoods Wealth Partners, LLC 12.50% — 399,029 $15.2M
Cowa, LLC 7.08% Add +19.9% 390,394 $14.9M
Peirce Capital Management, LLC 7.24% Reduce -2.0% 378,581 $14.4M
Pathstone Holdings, LLC 0.06% Reduce -0.1% 371,593 $14.2M
Rockefeller Capital Management L.P. 0.04% Add +1.6% 367,827 $14.0M
Disciplined Equity Management, Inc. 8.75% Reduce -2.5% 364,126 $13.9M
First Command Advisory Services, Inc. 0.13% Add +4.4% 363,391 $13.8M
Sax Wealth Advisors, LLC 1.23% Add +14.6% 362,965 $13.8M
Captrust Financial Advisors 0.04% Add +4.2% 361,311 $13.8M
JPMorgan Chase & Co. 0.00% Reduce -5.4% 358,860 $13.7M
Shearwater Capital LLC 9.32% Reduce -0.8% 355,004 $13.5M
Squire Investment Management Company, LLC 6.42% Add +6.9% 354,445 $13.5M
Kestra Advisory Services, LLC 0.07% Reduce -5.1% 352,527 $13.4M
Rather & Kittrell, Inc. 3.20% Add +1.5% 343,032 $13.1M
Fortress Wealth Management, Inc. 6.47% Add +2.8% 340,009 $12.9M
Claris Advisors, LLC / Mo / 5.54% Add +2.1% 335,324 $12.8M
Farther Finance Advisors, LLC 0.46% Add +537.1% 324,075 $12.3M
Commonwealth Equity Services, LLC 0.02% Reduce -3.2% 318,815 $12.1M
Quent Capital, LLC 1.23% Add +4.4% 317,621 $12.1M
Ruedi Wealth Management, Inc. 4.14% Add +2.9% 316,813 $12.1M
Kraft Asset Management, LLC 9.39% Reduce -0.5% 314,828 $12.0M
Equitable Holdings, Inc. 0.11% Add +2.7% 311,126 $11.8M
EnRich Financial Partners LLC 3.93% Add +1.4% 308,930 $11.8M
Apeiron RIA LLC 3.30% Add +4.4% 302,501 $11.5M
Tillman Hartley LLC 3.41% Add +25.1% 302,149 $11.5M
Lakeshore Financial Planning, Inc. 5.05% Reduce -35.5% 300,852 $11.5M
Raymond James & Associates 0.01% Add +10.8% 300,137 $11.4M
Tobias Financial Advisors, Inc. 2.26% Add +5.5% 296,073 $11.3M
Sterling Financial Planning, Inc. 4.06% Add +11.9% 289,058 $11.0M

"% 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 532 holders