Dimensional International VaDFIVETF

13F holders, Q1 2025 (March 31)
643holders +38
69new positions
18sold out
4famous investors
$39.31avg. 13F price*

At the end of Q1 2025, 643 institutions reported holding Dimensional International Va (DFIV) in their 13F filings, up 38 from Q4 2024. 69 opened new positions and 18 sold out. The largest holders were Envestnet Asset Management Inc. ($788.2M), Mercer Global Advisors Inc. ($751.8M) and Focus Partners Wealth ($481.9M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions69$226.2M
Exits18$6.6M

All 13F filers, Q4 2024 → Q1 2025: 16,765,006 shares bought and 4,099,431 shares sold, net +12,665,575 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 643 holders

Envestnet Asset Management Inc. 0.25% Reduce -2.1% 20,025,999 $788.2M
Mercer Global Advisors Inc. 1.72% Add +7.4% 19,100,299 $751.8M
Focus Partners Wealth 1.21% Add +5.5% 12,243,964 $481.9M
Savant Capital, LLC 2.80% Add +1.6% 8,412,131 $331.1M
PNC Financial Services Group, Inc. 0.15% Add +3.9% 7,291,842 $287.0M
Northern Trust Corp. 0.04% Add +3.0% 6,915,313 $272.2M
Focus Partners Advisor Solutions, LLC 3.35% Add +4.0% 5,592,080 $220.1M
Macquarie Group Ltd. 0.26% Reduce -6.2% 5,302,239 $208.7M
Corient Private Wealth LP 0.23% Add +20.5% 3,624,813 $142.7M
Creative Planning 0.13% Reduce -0.8% 3,519,193 $138.5M
Foster Group, Inc. 5.02% Reduce -3.1% 3,409,170 $134.2M
HighTower Advisors, LLC 0.18% Reduce -1.6% 3,340,244 $131.5M
Raymond James Financial Inc. 0.05% Add +16.1% 3,241,547 $127.6M
Index Fund Advisors, Inc. 7.77% Reduce -11.8% 3,192,081 $125.6M
EP Wealth Advisors, LLC 0.95% Add +12.8% 3,007,183 $118.4M
Plancorp, LLC 4.55% Add +7.0% 2,915,116 $114.7M
Cerity Partners LLC 0.21% Add +3.6% 2,657,547 $104.6M
Modera Wealth Management, LLC 1.36% Reduce -1.5% 2,551,604 $100.4M
Kestra Investment Management, LLC 1.83% Add +63.0% 2,407,903 $94.8M
Jane Street Group, LLC 0.15% New 2,072,737 $81.6M
Wealth Enhancement Advisory Services, LLC 0.15% Add +0.5% 1,995,650 $78.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.89% Add +1.1% 1,858,815 $73.2M
Team Hewins, LLC 28.32% Add +0.9% 1,851,722 $72.9M
LPL Financial LLC 0.03% Add +10.8% 1,826,212 $71.9M
Jackson Thornton Wealth Management, LLC 8.70% Reduce -1.8% 1,697,095 $65.6M
Choreo, LLC 0.99% Reduce -12.0% 1,620,289 $63.8M
UBS Group AG 0.01% Add +42.4% 1,583,474 $62.3M
Confluence Wealth Services, Inc. 3.75% Add +4.9% 1,512,687 $59.5M
TCI Wealth Advisors, Inc. 4.48% Add +3.7% 1,422,982 $56.0M
NorthCoast Asset Management LLC 0.28% Add +3.0% 1,417,716 $55.8M
Northwestern Mutual Wealth Management Co. 0.04% Add +26.3% 1,386,230 $54.6M
Dixon Fnancial Services, Inc. 28.72% Reduce -2.7% 1,349,998 $53.1M
Evanson Asset Management, LLC 3.50% Reduce -1.9% 1,253,809 $49.3M
Royal Bank of Canada 0.01% Add +21.1% 1,204,174 $47.4M
Citadel Advisors 0.05% New 1,201,317 $47.3M
Falcon Wealth Planning 5.25% Add +3.3% 1,200,928 $47.3M
Beaird Harris Wealth Management, LLC 3.98% Add +1.3% 1,190,181 $46.8M
Apella Capital, LLC 1.57% Reduce -2.3% 1,230,119 $45.7M
Wealth Management Nebraska 6.64% Reduce -6.4% 1,108,439 $43.6M
True Link Financial Advisors, LLC 3.22% Add +2.9% 1,096,338 $43.2M
Bank of America Corp. 0.00% Add +82.3% 975,667 $38.4M
Planning Center, Inc. 4.03% Reduce -2.6% 864,836 $34.0M
Strategic Financial Services, Inc. 1.97% Add +1.1% 856,439 $33.7M
Total Wealth Planning, LLC 5.05% Add +4.2% 839,021 $33.0M
Keb Asset Management, LLC 9.09% Add +1.9% 811,484 $31.9M
Verus Financial Partners, Inc. 3.63% Add +2.6% 832,141 $31.8M
Sachem Hill LLC 5.92% Reduce -1.3% 766,025 $30.2M
Wealth Architects, LLC 3.27% Add +1.6% 753,500 $29.7M
Willow Creek Wealth Management Inc. 2.85% Reduce -0.3% 744,415 $29.3M
Forvis Mazars Wealth Advisors, LLC 0.69% Reduce -10.7% 730,536 $28.8M
McGlone Suttner Wealth Management, Inc. 4.58% Add +0.9% 708,766 $27.9M
Exencial Wealth Advisors, LLC 1.02% Add +6.8% 694,240 $27.3M
Jones Financial Companies LLLP 0.02% Add +61.9% 682,647 $27.1M
Cetera Investment Advisers 0.05% Add +7.2% 683,154 $26.9M
Root Financial Partners, LLC 2.76% Add +7.0% 658,210 $25.9M
Hill Investment Group Partners, LLC 3.48% Reduce -2.2% 644,675 $25.4M
Beacon Pointe Advisors, LLC 0.28% Reduce -11.7% 641,560 $25.3M
Sequoia Financial Advisors, LLC 0.19% Add +14.6% 636,012 $25.0M
Trinity Financial Advisors LLC 8.80% Add +5.8% 635,391 $24.4M
Efficient Frontier Advisors LLC 15.07% Reduce -0.2% 588,401 $23.2M
Earned Wealth Advisors, LLC 4.89% Add +0.3% 565,892 $22.3M
Prism Advisors, Inc. 6.38% Reduce -2.1% 526,952 $20.7M
JPMorgan Chase & Co. 0.00% Add +10.1% 517,464 $20.4M
Allworth Financial LP 0.11% Add +0.5% 506,857 $20.1M
Sax Wealth Advisors, LLC 1.42% Add +14.4% 503,075 $19.8M
McMill Wealth Management 7.07% Add +10.4% 498,288 $19.6M
Acropolis Investment Management, LLC 1.10% Reduce -0.5% 473,296 $18.6M
Parkwoods Wealth Partners, LLC 12.43% Add +12.0% 467,494 $18.4M
Bayshore Asset Management, LLC 9.15% Add +0.7% 466,511 $18.4M
CFS Investment Advisory Services, LLC 1.63% Reduce -3.5% 466,036 $18.3M
First Command Advisory Services, Inc. 0.17% Add +10.8% 457,716 $18.0M
Invst, LLC 2.44% New 453,247 $17.8M
Dopkins Wealth Management, LLC 8.81% Add +2.8% 440,181 $17.3M
Fiduciary Financial Group, LLC 3.75% Add +6.4% 473,678 $17.2M
PBMares Wealth Management LLC 3.44% Reduce -2.7% 436,600 $17.2M
ShankerValleau Wealth Advisors, Inc. 5.49% Reduce -6.8% 429,500 $16.9M
Market Street Wealth Management Advisors LLC 2.86% Reduce -6.4% 427,708 $16.8M
Pinney & Scofield, Inc. 12.11% Add +2.8% 425,148 $16.7M
Wescott Financial Advisory Group, LLC 1.73% Add +1.5% 424,098 $16.7M
Wells Fargo & Company 0.00% Add +11.9% 422,805 $16.6M
Equitable Holdings, Inc. 0.16% Add +20.8% 417,642 $16.4M
Quent Capital, LLC 1.69% Add +9.1% 409,628 $16.1M
Mariner, LLC 0.03% Add +186.1% 406,365 $16.0M
Forum Financial Management, LP 0.26% Reduce -15.9% 402,400 $15.8M
Navigoe, LLC 13.31% Reduce -0.1% 390,610 $15.4M
Squire Investment Management Company, LLC 6.30% Add +0.3% 384,394 $15.1M
Tobias Financial Advisors, Inc. 2.94% Add +12.7% 384,135 $15.1M
Claris Advisors, LLC / Mo / 5.50% Add +7.5% 374,832 $14.8M
Peirce Capital Management, LLC 7.10% Reduce -0.9% 364,714 $14.4M
Disciplined Equity Management, Inc. 9.97% Add +1.0% 363,934 $14.3M
Rockefeller Capital Management L.P. 0.04% Add +5.3% 363,553 $14.3M
LRI Investments, LLC 1.38% Add +1332.0% 363,521 $14.3M
Rather & Kittrell, Inc. 3.08% Reduce -0.5% 360,510 $14.2M
Ruedi Wealth Management, Inc. 4.39% Add +2.8% 356,780 $14.0M
Shearwater Capital LLC 9.84% Reduce -0.3% 355,955 $14.0M
McLean Asset Management Corp 4.58% Reduce -0.8% 399,840 $13.9M
Captrust Financial Advisors 0.03% Reduce -5.0% 339,797 $13.4M
Commonwealth Equity Services, LLC 0.02% Add +3.6% 331,109 $13.0M
Meritas Wealth Management, LLC 7.63% Add +6.8% 330,393 $13.0M
Apeiron RIA LLC 3.93% Add +1.3% 329,992 $13.0M

"% 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 643 holders