DIMENSIONAL INTERNATIONAL VA DFIV
$54.87
+1.6% 52w: $43.87 – $55.31
Latest 13F among current holders filed 22 hours ago (Sep 2, 2026)
Price — last 12 months
research preview data43.8749.5955.31
Aug 18, 2025 Jul 2, 2026
Institutional holders
853
+50 QoQ
13F value
$14.79B
+10.3% QoQ
Smart-money holders
6
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
calls only
$264K calls / — puts
Institutional value by quarter
Number of holders
Who owns DFIV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 31.2M | $1.65B | 1.0% | +5.8% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 22.3M | $1.17B | 1.7% | +3.4% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 16.5M | $868.5M | 0.5% | +6.3% |
| Focus Partners Wealth | Wealth advisor | 13.5M | $714.9M | 0.8% | -2.0% |
| Savant Capital, LLC | Wealth advisor | 8.8M | $462.2M | 2.2% | +2.0% |
| EP Wealth Advisors, LLC | Wealth advisor | 7.2M | $381.4M | 1.9% | +18.5% |
| NORTHERN TRUST CORP | Index provider | 7.2M | $381.1M | 0.1% | -0.2% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 6.1M | $319.6M | 3.2% | +4.9% |
| Corient Private Wealth LLC | Diversified mechanical | 5.4M | $286.9M | 0.4% | -42.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 4.7M | $250.7M | 0.1% | +25.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 4.2M | $221.0M | 0.1% | +10.8% |
| Farther Finance Advisors, LLC | Wealth advisor | 4.0M | $214.4M | 2.0% | +24.2% |
| Kestra Investment Management, LLC | Wealth advisor | 4.0M | $212.5M | 3.7% | +64.8% |
| Plancorp, LLC | Wealth advisor | 3.7M | $202.0M | 5.7% | +2.6% |
| Index Fund Advisors, Inc. | Wealth advisor | 3.6M | $187.4M | 8.4% | -0.6% |
| Creative Planning | Wealth advisor | 3.4M | $180.2M | 0.1% | -0.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 3.4M | $179.3M | 0.0% | +34.0% |
| HighTower Advisors, LLC | Diversified mechanical | 3.4M | $177.8M | 0.2% | -2.7% |
| Cerity Partners LLC | Diversified mechanical | 3.2M | $169.6M | 0.2% | +4.4% |
| Foster Group, Inc. | Wealth advisor | 2.9M | $154.7M | 4.6% | -5.5% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 2.6M | $135.7M | 0.1% | +48.4% |
| LPL Financial LLC | Bank broker | 2.3M | $123.2M | 0.0% | +5.8% |
| Modera Wealth Management, LLC | Wealth advisor | 2.2M | $117.9M | 1.4% | -2.0% |
| JANE STREET GROUP, LLC | Market maker | 2.1M | $113.3M | 0.1% | +65.1% |
| UBS Group AG | Bank broker | 2.1M | $111.9M | 0.0% | +12.4% |
| Apella Capital, LLC | Wealth advisor | 1.9M | $105.3M | 1.6% | +65.4% |
| Cetera Investment Advisers | Wealth advisor | 1.9M | $98.4M | 0.1% | +11.4% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Wealth advisor | 1.8M | $94.2M | 1.6% | -1.2% |
| Confluence Wealth Services, Inc. | Wealth advisor | 1.8M | $93.9M | 3.6% | +2.7% |
| Team Hewins, LLC | Wealth advisor | 1.8M | $93.0M | 27.6% | +0.1% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | Wealth advisor | 1.6M | $88.3M | 7.9% | -0.6% |
| TCI Wealth Advisors, Inc. | Wealth advisor | 1.6M | $85.0M | 4.5% | -1.1% |
| CHOREO, LLC | Wealth advisor | 1.5M | $77.7M | 1.0% | +3.3% |
| ROYAL BANK OF CANADA | Bank broker | 1.5M | $77.2M | 0.0% | +8.0% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 1.4M | $74.1M | 0.4% | +9.2% |
| Evanson Asset Management, LLC | Wealth advisor | 1.4M | $74.0M | 4.0% | +1.1% |
| Wealth Management Nebraska | Wealth advisor | 1.3M | $70.1M | 7.1% | +4.4% |
| Falcon Wealth Planning | Wealth advisor | 1.3M | $66.5M | 4.5% | +0.8% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 1.2M | $65.7M | 0.4% | -3.2% |
| DIXON FNANCIAL SERVICES, INC. | Wealth advisor | 1.2M | $65.6M | — | -1.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 1.2M | $63.6M | — | -40.7% |
| Beaird Harris Wealth Management, LLC | Wealth advisor | 1.1M | $60.6M | 4.1% | -2.0% |
| True Link Financial Advisors, LLC | Wealth advisor | 1.1M | $59.1M | 3.7% | -2.4% |
| Petersen Hastings Wealth Advisors Inc. | Wealth advisor | 1.1M | $59.1M | 5.4% | -0.4% |
| EXENCIAL WEALTH ADVISORS, LLC | Wealth advisor | 1.1M | $57.3M | 1.8% | +19.3% |
| CWM, LLC | Wealth advisor | 1.1M | $57.0M | 0.1% | +11.6% |
| Washington Trust Bank | Other | 1.1M | $56.9M | 4.2% | -1.4% |
| Smartleaf Asset Management LLC | Wealth advisor | 1.1M | $55.7M | 2.0% | +40.5% |
| MASECO LLP | Wealth advisor | 1.0M | $53.7M | 1.7% | -1.5% |
| EARNED WEALTH ADVISORS, LLC | Wealth advisor | 1.0M | $53.3M | 3.6% | +52.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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