DFIV Institutional Ownership
Dimensional - International Value ETF
1W: -2.6%
1M: -4.7%
3M: +0.2%
YTD: +10.0%
1Y: +21.0%
3Y: +85.3%
5Y: +99.5%
$55.59
+0.48 (+0.87%)
Weekly Expected Move ±1.7%
$54
$55
$56
$57
$57
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DFIV
942
Institutional Holders
+59 vs prior quarter
0.0%
Ownership
+0.00pp
16B
Total Invested
99
New Positions
430
Increased
264
Reduced
43
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (973 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 33,545,101 | 1.9B | +2,369,200 | +7.6% | 20Q | SEC ↗ |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | 23,955,107 | 1.3B | +1,693,468 | +7.6% | 20Q | SEC ↗ |
| 3 | PNC Financial Services Group, Inc. | 17,201,811 | $956M | +746,058 | +4.5% | 15Q | SEC ↗ |
| 4 | Focus Partners Wealth | 17,198,028 | $956M | +3,656,006 | +27.0% | 8Q | SEC ↗ |
| 5 | Savant Capital, LLC | 10,548,529 | $586M | +1,790,783 | +20.4% | 20Q | SEC ↗ |
| 6 | EP Wealth Advisors, LLC | 9,199,022 | $511M | +1,972,267 | +27.3% | 3Q | SEC ↗ |
| 7 | NORTHERN TRUST CORP | 7,239,321 | $402M | +18,906 | +0.3% | 20Q | SEC ↗ |
| 8 | Focus Partners Advisor Solutions, LLC | 5,930,567 | $330M | -124,834 | -2.1% | 19Q | SEC ↗ |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 5,084,560 | $283M | +896,815 | +21.4% | 20Q | SEC ↗ |
| 10 | Farther Finance Advisors, LLC | 4,713,116 | $262M | +692,852 | +17.2% | 12Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 4,684,862 | $260M | -64,881 | -1.4% | 7Q | SEC ↗ |
| 12 | BANK OF AMERICA CORP /DE | 3,834,628 | $213M | +436,581 | +12.8% | 15Q | SEC ↗ |
| 13 | Plancorp, LLC | 3,765,351 | $209M | +101,116 | +2.8% | 20Q | SEC ↗ |
| 14 | Cerity Partners LLC | 3,631,961 | $202M | +419,254 | +13.0% | 16Q | SEC ↗ |
| 15 | Index Fund Advisors, Inc. | 3,590,153 | $200M | +39,591 | +1.1% | 19Q | SEC ↗ |
| 16 | Corient Private Wealth LP | 3,517,784 | $196M | -1,925,112 | -35.4% | 15Q | SEC ↗ |
| 17 | JONES FINANCIAL COMPANIES LLLP | 3,479,895 | $193M | +832,291 | +31.4% | 11Q | SEC ↗ |
| 18 | HighTower Advisors, LLC | 3,392,299 | $189M | +23,430 | +0.7% | 20Q | SEC ↗ |
| 19 | Creative Planning | 3,381,003 | $188M | -33,818 | -1.0% | 20Q | SEC ↗ |
| 20 | Foster Group, Inc. | 2,937,971 | $163M | +6,724 | +0.2% | 20Q | SEC ↗ |
| 21 | LPL Financial LLC | 2,748,495 | $153M | +414,977 | +17.8% | 17Q | SEC ↗ |
| 22 | Kestra Investment Management, LLC | 2,576,518 | $143M | -1,448,889 | -36.0% | 8Q | SEC ↗ |
| 23 | UBS Group AG | 2,448,827 | $136M | +328,056 | +15.5% | 20Q | SEC ↗ |
| 24 | Modera Wealth Management, LLC | 2,306,071 | $128M | +72,073 | +3.2% | 20Q | SEC ↗ |
| 25 | Confluence Wealth Services, Inc. | 2,072,260 | $115M | +292,647 | +16.4% | 16Q | SEC ↗ |
| 26 | NOMURA ASSET MANAGEMENT INTERNATIONAL NEW | 1,998,100 | $111M | — | +0.0% | 1Q | SEC ↗ |
| 27 | Beacon Pointe Advisors, LLC | 1,965,098 | $109M | +561,806 | +40.0% | 18Q | SEC ↗ |
| 28 | Apella Capital, LLC | 1,943,050 | $108M | +47,883 | +2.5% | 13Q | SEC ↗ |
| 29 | Cetera Investment Advisers | 1,918,032 | $107M | +53,132 | +2.8% | 20Q | SEC ↗ |
| 30 | Empirical Financial Services, LLC d.b. | 1,835,877 | $102M | +50,396 | +2.8% | 20Q | SEC ↗ |
| 31 | TCI Wealth Advisors, Inc. | 1,786,134 | $99M | +175,027 | +10.9% | 20Q | SEC ↗ |
| 32 | Team Hewins, LLC | 1,745,668 | $97M | -15,605 | -0.9% | 15Q | SEC ↗ |
| 33 | JACKSON THORNTON WEALTH MANAGEMENT, LL | 1,610,229 | $90M | +8,186 | +0.5% | 19Q | SEC ↗ |
| 34 | ROYAL BANK OF CANADA | 1,543,806 | $86M | +80,367 | +5.5% | 20Q | SEC ↗ |
| 35 | CHOREO, LLC | 1,477,472 | $82M | +4,729 | +0.3% | 20Q | SEC ↗ |
| 36 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 1,450,974 | $81M | +254,209 | +21.2% | 12Q | SEC ↗ |
| 37 | Evanson Financial, LLC NEW | 1,430,696 | $80M | — | +0.0% | 1Q | SEC ↗ |
| 38 | Wealth Management Nebraska | 1,416,453 | $79M | +88,332 | +6.7% | 7Q | SEC ↗ |
| 39 | Evanson Asset Management, LLC | 1,402,336 | $78M | +15,558 | +1.1% | 18Q | SEC ↗ |
| 40 | JANE STREET GROUP, LLC | 1,306,543 | $73M | -839,828 | -39.1% | 6Q | SEC ↗ |
| 41 | Falcon Wealth Planning | 1,291,418 | $72M | +31,972 | +2.5% | 19Q | SEC ↗ |
| 42 | WELLS FARGO & COMPANY/MN | 1,245,108 | $69M | +237,262 | +23.5% | 20Q | SEC ↗ |
| 43 | DIXON FNANCIAL SERVICES, INC. | 1,233,662 | $69M | -9,279 | -0.7% | 19Q | SEC ↗ |
| 44 | Sequoia Financial Advisors, LLC | 1,217,842 | $68M | -27,283 | -2.2% | 19Q | SEC ↗ |
| 45 | Vise Technologies, Inc. | 1,183,164 | $66M | +450,189 | +61.4% | 4Q | SEC ↗ |
| 46 | Root Financial Partners, LLC | 1,179,895 | $66M | +307,236 | +35.2% | 14Q | SEC ↗ |
| 47 | EARNED WEALTH ADVISORS, LLC | 1,163,317 | $65M | +152,731 | +15.1% | 19Q | SEC ↗ |
| 48 | Beaird Harris Wealth Management, LLC | 1,144,454 | $64M | -4,623 | -0.4% | 19Q | SEC ↗ |
| 49 | True Link Financial Advisors, LLC | 1,105,949 | $61M | -14,351 | -1.3% | 17Q | SEC ↗ |
| 50 | Petersen Hastings Wealth Advisors Inc. | 1,101,723 | $61M | -18,058 | -1.6% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NOMURA ASSET MANAGEMENT INTERNATION | 1,998,100 | $111M |
| Evanson Financial, LLC | 1,430,696 | $80M |
| AXXCESS WEALTH MANAGEMENT, LLC | 247,434 | $14M |
| MARYLAND CAPITAL ADVISORS INC. | 226,507 | $13M |
| Veratis Advisors, Inc. | 166,058 | $9M |
| Schwallier Wealth Management LLC | 123,268 | $7M |
| Timonier Family Office, LTD. | 118,605 | $7M |
| Global Assets Advisory, LLC | 58,758 | $3M |
| Private Advisory Group LLC | 58,400 | $3M |
| JMG Financial Group, Ltd. | 52,939 | $3M |
| Platform Wealth Management, LLC | 45,467 | $3M |
| a16z Perennial Management, L.P. | 45,008 | $3M |
| United Advisor Group, LLC | 44,663 | $2M |
| CORE WEALTH ADVISORS, LLC | 41,968 | $2M |
| FIG FINANCIAL ADVISORY SERVICES INC | 41,723 | $2M |
| RITHOLTZ WEALTH MANAGEMENT | 38,348 | $2M |
| Stillwater Private Wealth, LLC | 38,137 | $2M |
| Nuveen, LLC | 32,687 | $2M |
| QRG CAPITAL MANAGEMENT, INC. | 29,940 | $2M |
| Synergy Asset Management, LLC | 22,665 | $1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| McMill Wealth Management | 495,832 | $28M |
| SEVEN MILE ADVISORY | 471,905 | $26M |
| EVOKE WEALTH, LLC | 227,168 | $13M |
| CITADEL ADVISORS LLC | 72,059 | $4M |
| OLD MISSION CAPITAL LLC | 69,303 | $4M |
| GOLDMAN SACHS GROUP INC | 53,036 | $3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 33,186 | $2M |
| Quadrature Capital Ltd | 26,878 | $1M |
| HRT FINANCIAL LP | 19,264 | $1M |
| Ocean Park Asset Management, LLC | 19,051 | $1M |
| Outbound Financial Inc | 15,438 | $858K |
| RENAISSANCE TECHNOLOGIES LLC | 12,900 | $717K |
| Formidable Asset Management, LLC | 12,402 | $689K |
| GC Wealth Management RIA, LLC | 11,808 | $656K |
| Forthright Family Wealth Advisory L | 11,736 | $652K |
| LJI Wealth Management, LLC | 10,679 | $594K |
| TIAA TRUST, NATIONAL ASSOCIATION | 9,935 | $552K |
| Blue Trust, Inc. | 8,529 | $474K |
| D. E. Shaw & Co., Inc. | 7,943 | $442K |
| Baer Investment Advisory LLC | 7,686 | $427K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Focus Partners Wealth | +3,656,006 | +27.0% | 17,198,028 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +2,369,200 | +7.6% | 33,545,101 |
| EP Wealth Advisors, LLC | +1,972,267 | +27.3% | 9,199,022 |
| Savant Capital, LLC | +1,790,783 | +20.4% | 10,548,529 |
| MERCER GLOBAL ADVISORS INC /ADV | +1,693,468 | +7.6% | 23,955,107 |
| ENVESTNET ASSET MANAGEMENT INC | +896,815 | +21.4% | 5,084,560 |
| JONES FINANCIAL COMPANIES LLLP | +832,291 | +31.4% | 3,479,895 |
| PNC Financial Services Group, Inc. | +746,058 | +4.5% | 17,201,811 |
| Waverly Advisors, LLC | +741,154 | +371.0% | 940,947 |
| Farther Finance Advisors, LLC | +692,852 | +17.2% | 4,713,116 |
| Beacon Pointe Advisors, LLC | +561,806 | +40.0% | 1,965,098 |
| Vise Technologies, Inc. | +450,189 | +61.4% | 1,183,164 |
| BANK OF AMERICA CORP /DE | +436,581 | +12.8% | 3,834,628 |
| Cerity Partners LLC | +419,254 | +13.0% | 3,631,961 |
| LPL Financial LLC | +414,977 | +17.8% | 2,748,495 |
| TruWealth Advisors, LLC | +353,535 | +98.2% | 713,549 |
| UBS Group AG | +328,056 | +15.5% | 2,448,827 |
| Root Financial Partners, LLC | +307,236 | +35.2% | 1,179,895 |
| Confluence Wealth Services, Inc. | +292,647 | +16.4% | 2,072,260 |
| B&D White Capital Company, LLC | +260,403 | +79.7% | 587,103 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Corient Private Wealth LP | -1,925,112 | -35.4% | 3,517,784 |
| Kestra Investment Management, LLC | -1,448,889 | -36.0% | 2,576,518 |
| JANE STREET GROUP, LLC | -839,828 | -39.1% | 1,306,543 |
| Invst, LLC | -300,178 | -98.8% | 3,738 |
| M Holdings Securities, Inc. | -157,404 | -26.4% | 438,482 |
| Focus Partners Advisor Solutions, L | -124,834 | -2.1% | 5,930,567 |
| Rockefeller Capital Management L.P. | -102,687 | -19.3% | 429,826 |
| Embree Financial Group | -74,775 | -19.6% | 307,632 |
| RAYMOND JAMES FINANCIAL INC | -64,881 | -1.4% | 4,684,862 |
| Family Manage LLC | -55,661 | -89.6% | 6,457 |
| Brookstone Capital Management | -44,095 | -39.6% | 67,338 |
| Prism Advisors, Inc. | -43,351 | -10.4% | 374,012 |
| &PARTNERS | -41,219 | -34.2% | 79,274 |
| M&T Bank Corp | -37,686 | -75.5% | 12,208 |
| Del-Sette Capital Management, LLC | -34,109 | -35.6% | 61,605 |
| Creative Planning | -33,818 | -1.0% | 3,381,003 |
| First Command Advisory Services, In | -33,276 | -6.9% | 449,915 |
| Pathstone Holdings, LLC | -31,307 | -10.5% | 265,877 |
| Navis Wealth Advisors, LLC | -27,475 | -66.9% | 13,573 |
| Sequoia Financial Advisors, LLC | -27,283 | -2.2% | 1,217,842 |