Dimensional International VaDFIVETF
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 605 institutions reported holding Dimensional International Va (DFIV) in their 13F filings, up 73 from Q3 2024. 34 opened new positions and 28 sold out. The largest holders were Envestnet Asset Management Inc. ($725.9M), Mercer Global Advisors Inc. ($631.2M) and Focus Partners Wealth ($411.7M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Dimensional International Va
- CUSIP
- 25434V807
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $215.1M |
| Exits | 28 | $42.3M |
All 13F filers, Q3 2024 → Q4 2024: 16,804,022 shares bought and 4,098,874 shares sold, net +12,705,148 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 605 holders
| Envestnet Asset Management Inc. | 0.23% | Add +8.0% | 20,460,106 | $725.9M |
| Mercer Global Advisors Inc. | 1.54% | Reduce -8.2% | 17,791,542 | $631.2M |
| Focus Partners Wealth | 1.07% | Add +3.1% | 11,604,094 | $411.7M |
| Savant Capital, LLC | 2.31% | Add +6.9% | 8,280,161 | $293.8M |
| PNC Financial Services Group, Inc. | 0.17% | Add +7.0% | 7,019,949 | $249.1M |
| Northern Trust Corp. | 0.03% | Reduce -0.5% | 6,714,393 | $238.2M |
| Macquarie Group Ltd. | 0.24% | New | 5,652,108 | $200.5M |
| Focus Partners Advisor Solutions, LLC | 3.22% | Add +29.0% | 5,376,491 | $190.8M |
| Index Fund Advisors, Inc. | 6.94% | Reduce -0.6% | 3,618,375 | $128.4M |
| Creative Planning | 0.12% | Reduce -0.4% | 3,548,218 | $125.9M |
| Foster Group, Inc. | 4.76% | Reduce -0.4% | 3,519,346 | $124.9M |
| HighTower Advisors, LLC | 0.17% | Add +5.0% | 3,393,744 | $120.4M |
| Corient Private Wealth LP | 0.18% | Add +13.2% | 3,007,651 | $106.7M |
| Raymond James Financial Inc. | 0.04% | — | 2,792,405 | $99.1M |
| Plancorp, LLC | 3.97% | Add +2.9% | 2,723,071 | $96.6M |
| EP Wealth Advisors, LLC | 0.77% | Add +26.9% | 2,665,257 | $94.6M |
| Modera Wealth Management, LLC | 1.11% | Reduce -1.2% | 2,591,495 | $91.9M |
| Cerity Partners LLC | 0.20% | Add +3.6% | 2,563,927 | $91.0M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Add +3.9% | 1,984,964 | $70.4M |
| Choreo, LLC | 0.94% | Add +4.5% | 1,841,039 | $65.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.78% | Add +4.5% | 1,839,267 | $65.3M |
| Team Hewins, LLC | 25.48% | Add +1.2% | 1,835,800 | $65.1M |
| Jackson Thornton Wealth Management, LLC | 7.75% | Add +2.1% | 1,727,902 | $61.3M |
| LPL Financial LLC | 0.02% | Add +7.1% | 1,647,603 | $58.5M |
| Confluence Wealth Services, Inc. | 3.47% | Add +15.6% | 1,441,586 | $53.4M |
| Kestra Investment Management, LLC | 2.06% | Add +38.8% | 1,477,499 | $52.4M |
| Dixon Fnancial Services, Inc. | 26.74% | Reduce -0.7% | 1,387,844 | $49.2M |
| NorthCoast Asset Management LLC | 0.24% | Add +9.4% | 1,376,417 | $48.8M |
| TCI Wealth Advisors, Inc. | 4.07% | Add +4.6% | 1,372,127 | $48.7M |
| Evanson Asset Management, LLC | 3.11% | Add +3.5% | 1,278,136 | $45.3M |
| Apella Capital, LLC | 1.71% | Reduce -0.7% | 1,259,301 | $44.7M |
| Wealth Management Nebraska | 6.83% | — | 1,183,733 | $42.0M |
| Beaird Harris Wealth Management, LLC | 3.60% | Add +8.0% | 1,174,766 | $41.7M |
| Falcon Wealth Planning | 4.60% | Add +2.4% | 1,162,601 | $41.2M |
| UBS Group AG | 0.01% | Add +1.1% | 1,112,054 | $39.5M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +12.9% | 1,097,305 | $38.9M |
| True Link Financial Advisors, LLC | 3.17% | Reduce -3.0% | 1,065,332 | $37.8M |
| Royal Bank of Canada | 0.01% | Add +7.5% | 994,159 | $35.3M |
| Planning Center, Inc. | 4.00% | Add +0.8% | 887,829 | $31.5M |
| Strategic Financial Services, Inc. | 1.79% | Add +3.3% | 847,105 | $30.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.67% | Reduce -1.8% | 818,304 | $29.0M |
| Verus Financial Partners, Inc. | 3.22% | Add +1.3% | 811,296 | $28.7M |
| Total Wealth Planning, LLC | 4.45% | Add +10.7% | 804,893 | $28.6M |
| Keb Asset Management, LLC | 8.13% | Add +8.4% | 796,575 | $28.3M |
| Sachem Hill LLC | 5.75% | Add +0.5% | 776,156 | $27.5M |
| Willow Creek Wealth Management Inc. | 2.70% | Add +2.3% | 746,530 | $26.5M |
| Wealth Architects, LLC | 2.97% | Add +8.7% | 741,236 | $26.3M |
| Beacon Pointe Advisors, LLC | 0.29% | Reduce -1.8% | 726,396 | $25.8M |
| McGlone Suttner Wealth Management, Inc. | 4.16% | Add +31.6% | 702,355 | $24.9M |
| Merriman Wealth Management, LLC | 0.99% | Reduce -0.3% | 669,875 | $23.8M |
| Hill Investment Group Partners, LLC | 3.13% | Reduce -7.1% | 659,029 | $23.4M |
| Exencial Wealth Advisors, LLC | 0.85% | Add +6.8% | 649,780 | $23.1M |
| Cetera Investment Advisers | 0.05% | Add +7.4% | 637,434 | $22.6M |
| Root Financial Partners, LLC | 2.70% | Add +31.6% | 614,910 | $21.8M |
| Trinity Financial Advisors LLC | 8.07% | Reduce -3.0% | 600,555 | $21.2M |
| Efficient Frontier Advisors LLC | 13.84% | Add +2.1% | 589,787 | $20.9M |
| Earned Wealth Advisors, LLC | 6.40% | Add +1.6% | 563,901 | $20.0M |
| Sequoia Financial Advisors, LLC | 0.19% | Reduce -1.2% | 554,957 | $19.7M |
| Prism Advisors, Inc. | 5.73% | Add +9.4% | 538,524 | $19.1M |
| Bank of America Corp. | 0.00% | Reduce -4.4% | 535,215 | $19.0M |
| Allworth Financial LP | 0.10% | Add +215.7% | 504,515 | $18.5M |
| Riversedge Advisors, LLC | 4.17% | Add +0.8% | 519,429 | $18.4M |
| CFS Investment Advisory Services, LLC | 1.54% | Add +0.1% | 483,173 | $17.1M |
| Forum Financial Management, LP | 0.28% | Add +9.5% | 478,690 | $17.0M |
| Acropolis Investment Management, LLC | 1.00% | Add +6.5% | 475,877 | $16.9M |
| JPMorgan Chase & Co. | 0.00% | Add +31.0% | 470,161 | $16.7M |
| Bayshore Asset Management, LLC | 7.55% | Reduce -0.1% | 463,363 | $16.4M |
| ShankerValleau Wealth Advisors, Inc. | 5.25% | Add +95.9% | 460,715 | $16.3M |
| Market Street Wealth Management Advisors LLC | 2.72% | Add +0.9% | 456,870 | $16.2M |
| McMill Wealth Management | 6.48% | — | 451,203 | $16.0M |
| PBMares Wealth Management LLC | 3.25% | Add +0.4% | 448,795 | $15.9M |
| Fiduciary Financial Group, LLC | 3.45% | Reduce -0.0% | 445,065 | $15.7M |
| Sax Wealth Advisors, LLC | 1.22% | Add +21.1% | 439,688 | $15.6M |
| Dopkins Wealth Management, LLC | 7.74% | Add +58.1% | 428,361 | $15.2M |
| Jones Financial Companies LLLP | 0.01% | Add +80.6% | 421,688 | $15.0M |
| Wescott Financial Advisory Group, LLC | 1.54% | Add +3.1% | 417,736 | $14.8M |
| Parkwoods Wealth Partners, LLC | 11.78% | Add +4.6% | 417,360 | $14.8M |
| Pinney & Scofield, Inc. | 11.11% | — | 413,404 | $14.7M |
| First Command Advisory Services, Inc. | 0.14% | Add +13.6% | 412,964 | $14.7M |
| McLean Asset Management Corp | 4.29% | Reduce -1.7% | 402,989 | $14.3M |
| Navigoe, LLC | 13.55% | — | 391,160 | $13.9M |
| Squire Investment Management Company, LLC | 5.98% | Add +8.1% | 383,080 | $13.6M |
| Wells Fargo & Company | 0.00% | Reduce -6.6% | 377,962 | $13.4M |
| Quent Capital, LLC | 1.38% | Add +18.2% | 375,434 | $13.3M |
| Cowa, LLC | 6.42% | Reduce -4.9% | 371,233 | $13.2M |
| Peirce Capital Management, LLC | 6.70% | Reduce -2.8% | 368,073 | $13.1M |
| Pathstone Holdings, LLC | 0.06% | Reduce -1.4% | 366,519 | $13.0M |
| Rather & Kittrell, Inc. | 3.02% | Add +5.6% | 362,358 | $12.9M |
| Disciplined Equity Management, Inc. | 8.29% | Reduce -1.0% | 360,474 | $12.8M |
| Fortress Wealth Management, Inc. | 6.19% | Add +5.7% | 359,539 | $12.8M |
| Captrust Financial Advisors | 0.04% | Reduce -1.0% | 357,840 | $12.7M |
| Shearwater Capital LLC | 8.59% | Add +0.6% | 356,955 | $12.7M |
| Claris Advisors, LLC / Mo / | 4.65% | Add +4.0% | 348,788 | $12.4M |
| Ruedi Wealth Management, Inc. | 3.89% | Add +9.6% | 347,160 | $12.3M |
| Equitable Holdings, Inc. | 0.12% | Add +11.1% | 345,791 | $12.3M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -6.1% | 345,350 | $12.3M |
| Tobias Financial Advisors, Inc. | 2.43% | Add +15.1% | 340,864 | $12.1M |
| Farther Finance Advisors, LLC | 0.42% | Add +1.5% | 329,063 | $11.7M |
| Tillman Hartley LLC | 3.33% | Add +8.2% | 327,051 | $11.6M |
| Apeiron RIA LLC | 3.24% | Add +7.7% | 325,885 | $11.6M |
"% of holder's portfolio" is DFIV's weight in each manager's 13F, not the share of Dimensional International Va the manager owns.