DIMENSIONAL INTERNATIONAL VA (DFIV) Institutional Ownership
DFIV is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $66.40M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $65.72M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's DFIV position is now estimated to be worth approximately $69.03M, representing an estimated gain of +5.04% since the filing period.
Major shareholders tracked on this page include Sequoia Financial Advisors, Renaissance Technologies LLC, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks institutional position trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward DIMENSIONAL INTERNATIONAL VA (DFIV).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 2 | $66,398,561 | 1,258,025 |
| Q4 2025 | 1 | $64,189,507 | 1,286,363 |
| Q3 2025 | 1 | $32,199,796 | 698,174 |
| Q2 2025 | 2 | $27,979,808 | 653,276 |
| Q1 2025 | 2 | $27,658,765 | 702,712 |
| Q4 2024 | 1 | $19,689,862 | 554,957 |
| Q3 2024 | 1 | $21,389,583 | 561,701 |
| Q2 2024 | 2 | $20,893,639 | 581,348 |
| Q1 2024 | 2 | $20,727,613 | 606,674 |
| Q4 2023 | 2 | $19,229,118 | 640,256 |
| Q3 2023 | 2 | $17,691,233 | 551,134 |
| Q2 2023 | 2 | $17,924,265 | 591,993 |
Related DFIV Institutional Insights:
- DFIV Institutional Ownership & Insiders Activity
- DFIV Institutional Ownership & 13F Activity
- DFIV Top Institutional Shareholders
- DFIV Institutional Buying Activity
- DFIV Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- DFIV Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings