DIMENSIONAL INTERNATIONAL VA (DFIV) Institutional Ownership Changes & 13F Activity
DIMENSIONAL INTERNATIONAL VA (DFIV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Nomura Asset Management International Inc., Corient Private Wealth Llc, Mercer Global Advisors Inc, Jane Street Group, Llc, and Jones Financial Companies Lllp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cherry Tree Wealth Management, Llc | Buy | +16,708 | +52.5% | 48,562 | $2.62M | Q2 2026 | Sep 15, 2026 |
| Anchor Investment Management, Llc | Buy | +6 | +1.5% | 407 | $21.97K | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +11,471 | +3.9% | 302,192 | $16.32M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -433 | -5.5% | 7,372 | $398.24K | Q2 2026 | Sep 04, 2026 |
| Corient Private Wealth Llc | Sell | -1,925,112 | -35.4% | 3,517,784 | $190.03M | Q2 2026 | Aug 27, 2026 |
| Tobias Financial Advisors, Inc. | Buy | +14,684 | +2.5% | 610,701 | $32.99M | Q2 2026 | Aug 25, 2026 |
| Serenity Investment Advisors | Buy | +134,329 | — | 134,329 | $7.76M | Q2 2026 | Aug 24, 2026 |
| Strategic Financial Services, Inc. | Sell | -13,457 | -1.6% | 820,043 | $44.30M | Q2 2026 | Aug 24, 2026 |
| Rehmann Capital Advisory Group | Sell | -486 | -1.8% | 27,245 | $1.47M | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +1,693,468 | +7.6% | 23,955,107 | $1.29B | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -127 | -83.0% | 26 | $1.41K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +561,806 | +40.0% | 1,965,098 | $106.15M | Q2 2026 | Aug 18, 2026 |
| Rb Capital Management, Llc | Buy | +4,806 | +19.3% | 29,763 | $1.61M | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Buy | +102,673 | +13.6% | 858,805 | $46.39M | Q2 2026 | Aug 17, 2026 |
| Wny Asset Management, Llc | Buy | +5,394 | — | 5,394 | $291.37K | Q2 2026 | Aug 17, 2026 |
| E-Wealth Partners, Llc | Sell | -947 | -8.1% | 10,674 | $576.60K | Q2 2026 | Aug 17, 2026 |
| Switchpoint Financial Planning, Llc | Buy | +534 | +1.0% | 54,903 | $2.97M | Q2 2026 | Aug 17, 2026 |
| Coastal Bridge Advisors, Llc | Buy | +437 | +3.1% | 14,680 | $793.00K | Q2 2026 | Aug 17, 2026 |
| Km Capital Management Ltd. | Buy | +126 | +0.0% | 263,051 | $14.21M | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Buy | +19 | +0.2% | 11,009 | $594.70K | Q2 2026 | Aug 17, 2026 |
| Nomura Asset Management International Inc. | Buy | +1,998,100 | — | 1,998,100 | $107.94M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -839,828 | -39.1% | 1,306,543 | $70.58M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +832,291 | +31.4% | 3,479,895 | $187.50M | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +741,154 | +371.0% | 940,947 | $50.83M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +436,581 | +12.8% | 3,834,628 | $207.15M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +419,254 | +13.0% | 3,631,961 | $196.20M | Q2 2026 | Aug 14, 2026 |
| Invst, Llc | Sell | -300,178 | -98.8% | 3,738 | $201.94K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +237,262 | +23.5% | 1,245,108 | $67.26M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +194,533 | +364.5% | 247,904 | $13.39M | Q2 2026 | Aug 14, 2026 |
| Earned Wealth Advisors, Llc | Buy | +152,731 | +15.1% | 1,163,317 | $62.84M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about DFIV activity
Which institutional owners are buying DFIV?
Institutional owners buying DFIV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DFIV activity?
"Buy" means an investor increased their reported position in DFIV compared to the prior reporting period. This reflects growing exposure to DIMENSIONAL INTERNATIONAL VA (DFIV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DFIV increasing?
Institutional interest in DFIV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.