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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cherry Tree Wealth Management, LlcBuy+16,708+52.5%48,562$2.62MQ2 2026Sep 15, 2026
Anchor Investment Management, LlcBuy+6+1.5%407$21.97KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+11,471+3.9%302,192$16.32MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-433-5.5%7,372$398.24KQ2 2026Sep 04, 2026
Corient Private Wealth LlcSell-1,925,112-35.4%3,517,784$190.03MQ2 2026Aug 27, 2026
Tobias Financial Advisors, Inc.Buy+14,684+2.5%610,701$32.99MQ2 2026Aug 25, 2026
Serenity Investment AdvisorsBuy+134,329134,329$7.76MQ2 2026Aug 24, 2026
Strategic Financial Services, Inc.Sell-13,457-1.6%820,043$44.30MQ2 2026Aug 24, 2026
Rehmann Capital Advisory GroupSell-486-1.8%27,245$1.47MQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+1,693,468+7.6%23,955,107$1.29BQ2 2026Aug 19, 2026
Archer Investment CorpSell-127-83.0%26$1.41KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+561,806+40.0%1,965,098$106.15MQ2 2026Aug 18, 2026
Rb Capital Management, LlcBuy+4,806+19.3%29,763$1.61MQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+102,673+13.6%858,805$46.39MQ2 2026Aug 17, 2026
Wny Asset Management, LlcBuy+5,3945,394$291.37KQ2 2026Aug 17, 2026
E-Wealth Partners, LlcSell-947-8.1%10,674$576.60KQ2 2026Aug 17, 2026
Switchpoint Financial Planning, LlcBuy+534+1.0%54,903$2.97MQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcBuy+437+3.1%14,680$793.00KQ2 2026Aug 17, 2026
Km Capital Management Ltd.Buy+126+0.0%263,051$14.21MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcBuy+19+0.2%11,009$594.70KQ2 2026Aug 17, 2026
Nomura Asset Management International Inc.Buy+1,998,1001,998,100$107.94MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-839,828-39.1%1,306,543$70.58MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+832,291+31.4%3,479,895$187.50MQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+741,154+371.0%940,947$50.83MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+436,581+12.8%3,834,628$207.15MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+419,254+13.0%3,631,961$196.20MQ2 2026Aug 14, 2026
Invst, LlcSell-300,178-98.8%3,738$201.94KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+237,262+23.5%1,245,108$67.26MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+194,533+364.5%247,904$13.39MQ2 2026Aug 14, 2026
Earned Wealth Advisors, LlcBuy+152,731+15.1%1,163,317$62.84MQ2 2026Aug 14, 2026
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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.