DIMENSIONAL INTERNATIONAL VA (DFIV) Top Institutional Shareholders

DIMENSIONAL INTERNATIONAL VA (DFIV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $14.46B in DFIV holdings during the latest filing period.

Northwestern Mutual Wealth Management Co is currently the largest disclosed institutional shareholder of DFIV tracked by InsiderSet, reporting ownership valued at approximately $1.65B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.73B, representing an estimated gain of +5.04% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 45% of the total disclosed DFIV value among the investors covered in this analysis. Major shareholders include Northwestern Mutual Wealth Management Co, Mercer Global Advisors Inc, Pnc Financial Services Group, Inc., and several other long-term asset managers with concentrated positions in DIMENSIONAL INTERNATIONAL VA (DFIV).

This page ranks the largest institutional DFIV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

837

Total Reported Value

$14.46B

Largest Holder

Northwestern Mutual Wealth Management Co

Largest Position

$1.65B

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

71

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Northwestern Mutual Wealth Management Co1.01%31,175,901$1,645,463,914$1,728,391,951+$82,928,037+5.04%
Mercer Global Advisors Inc1.74%22,261,639$1,174,969,302$1,234,185,266+$59,215,964+5.04%
Pnc Financial Services Group, Inc.0.53%15,817,569$834,851,287$876,926,025+$42,074,738+5.04%
Focus Partners Wealth0.80%13,542,022$714,865,990$750,769,700+$35,903,710+5.02%
Savant Capital, Llc2.23%8,757,746$462,233,876$485,529,438+$23,295,562+5.04%
Ep Wealth Advisors, Llc1.88%7,226,755$381,428,111$400,651,297+$19,223,186+5.04%
Northern Trust Corp0.05%7,220,415$381,093,504$400,299,808+$19,206,304+5.04%
Focus Partners Advisor Solutions, Llc3.22%6,055,401$319,557,679$335,711,431+$16,153,752+5.06%
Corient Private Wealth Llc0.41%5,442,896$286,936,030$301,754,154+$14,818,124+5.16%
Raymond James Financial Inc0.08%4,749,743$250,691,456$263,325,752+$12,634,296+5.04%
Envestnet Asset Management Inc0.06%4,187,745$221,029,182$232,168,583+$11,139,401+5.04%
Farther Finance Advisors, Llc2.03%4,020,264$214,400,016$222,883,436+$8,483,420+3.96%
Kestra Investment Management, Llc3.66%4,025,407$212,461,041$223,168,564+$10,707,523+5.04%
Plancorp, Llc5.74%3,664,235$201,972,622$203,145,188+$1,172,566+0.58%
Index Fund Advisors, Inc.8.43%3,550,562$187,398,673$196,843,157+$9,444,484+5.04%
Creative Planning0.12%3,414,821$180,234,242$189,317,676+$9,083,434+5.04%
Bank Of America Corp0.01%3,398,047$179,348,945$188,387,726+$9,038,781+5.04%
Hightower Advisors, Llc0.19%3,368,869$177,809,325$186,770,097+$8,960,772+5.04%
Cerity Partners Llc0.24%3,212,707$169,567,017$178,112,476+$8,545,459+5.04%
Foster Group, Inc.4.60%2,931,247$154,711,240$162,508,334+$7,797,094+5.04%
Jones Financial Companies Lllp0.07%2,647,604$135,665,950$146,783,166+$11,117,216+8.19%
Lpl Financial Llc0.03%2,333,518$123,163,066$129,370,238+$6,207,172+5.04%
Modera Wealth Management, Llc1.41%2,233,998$117,910,422$123,852,849+$5,942,427+5.04%
Jane Street Group, Llc0.12%2,146,371$113,285,461$118,994,808+$5,709,347+5.04%
Ubs Group Ag0.02%2,120,771$111,934,293$117,575,544+$5,641,251+5.04%
Apella Capital, Llc1.56%1,895,167$105,314,428$105,068,058-$246,370-0.23%
Cetera Investment Advisers0.10%1,864,900$98,429,423$103,390,056+$4,960,633+5.04%
Empirical Financial Services, Llc D.B.A. Empirical Wealth Management1.64%1,785,481$94,237,668$98,987,067+$4,749,399+5.04%
Confluence Wealth Services, Inc.3.64%1,779,613$93,927,929$98,661,745+$4,733,816+5.04%
Team Hewins, Llc27.63%1,761,273$92,959,999$97,644,975+$4,684,976+5.04%
Jackson Thornton Wealth Management, Llc7.95%1,602,043$88,304,610$88,817,264+$512,654+0.58%
Tci Wealth Advisors, Inc.4.52%1,611,107$85,034,207$89,319,772+$4,285,565+5.04%
Choreo, Llc0.95%1,472,743$77,731,381$81,648,872+$3,917,491+5.04%
Royal Bank Of Canada0.01%1,463,439$77,240,000$81,133,058+$3,893,058+5.04%
Beacon Pointe Advisors, Llc0.39%1,403,292$74,065,744$77,798,508+$3,732,764+5.04%
Evanson Asset Management, Llc3.97%1,402,336$74,015,279$77,745,508+$3,730,229+5.04%
Wealth Management Nebraska7.10%1,328,121$70,098,260$73,631,028+$3,532,768+5.04%
Falcon Wealth Planning4.53%1,259,446$66,473,564$69,823,686+$3,350,122+5.04%
Sequoia Financial Advisors0.37%1,245,125$65,717,699$69,029,730+$3,312,031+5.04%
Dixon Fnancial Services, Inc.29.45%1,242,941$65,602,401$68,908,649+$3,306,248+5.04%
Wealth Enhancement Advisory Services, Llc0.14%1,196,765$63,643,959$66,348,652+$2,704,693+4.25%
Beaird Harris Wealth Management, Llc4.12%1,149,077$60,648,311$63,704,829+$3,056,518+5.04%
True Link Financial Advisors, Llc3.65%1,120,300$59,129,449$62,109,432+$2,979,983+5.04%
Petersen Hastings Wealth Advisors Inc.5.41%1,119,781$59,102,048$62,080,659+$2,978,611+5.04%
Exencial Wealth Advisors, Llc1.78%1,084,979$57,265,204$60,151,236+$2,886,032+5.04%
Cwm, Llc0.15%1,079,191$56,959,699$59,830,349+$2,870,650+5.04%
Washington Trust Bank4.20%1,077,890$56,891,035$59,758,222+$2,867,187+5.04%
Smartleaf Asset Management Llc2.01%1,083,909$55,680,440$60,091,915+$4,411,475+7.92%
Maseco Llp1.68%1,017,209$53,698,486$56,394,067+$2,695,581+5.02%
Earned Wealth Advisors, Llc3.57%1,010,586$53,338,732$56,026,888+$2,688,156+5.04%

Frequently asked questions about DFIV

  • Who owns the most DFIV stock?

    The largest holders of DFIV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DIMENSIONAL INTERNATIONAL VA (DFIV).

  • Is DFIV widely held by superinvestors?

    Many widely followed stocks like DFIV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DFIV is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.