DFIV Institutional Ownership & Shareholders
DIMENSIONAL INTERNATIONAL VA (DFIV) is currently held by 900 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $14.20B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Mercer Global Advisors Inc is currently the largest disclosed institutional shareholder of DFIV tracked by InsiderSet, reporting ownership valued at approximately $1.29B in its June 30, 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 $1.35B, representing an estimated gain of +4.44% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 40% of the total disclosed DFIV value among the investors covered in this analysis. Major shareholders include Mercer Global Advisors Inc, Focus Partners Wealth, 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
900
Total Reported Value
$14.20B
Largest Holder
Mercer Global Advisors Inc
Largest Position
$1.29B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
30
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 1.60% | 23,955,107 | $1,294,054,908 | $1,351,547,137 | +$57,492,229 | +4.44% | |
| Focus Partners Wealth | 0.95% | 17,198,028 | $929,037,522 | $970,312,740 | +$41,275,218 | +4.44% | |
| Pnc Financial Services Group, Inc. | 0.48% | 16,399,498 | $885,900,889 | $925,259,677 | +$39,358,788 | +4.44% | |
| Savant Capital, Llc | 1.69% | 10,548,529 | $574,093,095 | $595,148,006 | +$21,054,911 | +3.67% | |
| Ep Wealth Advisors, Llc | 1.90% | 9,199,022 | $496,931,165 | $519,008,821 | +$22,077,656 | +4.44% | |
| Northern Trust Corp | 0.05% | 7,239,321 | $391,068,120 | $408,442,491 | +$17,374,371 | +4.44% | |
| Focus Partners Advisor Solutions, Llc | 2.72% | 5,930,567 | $320,368,008 | $334,602,590 | +$14,234,582 | +4.44% | |
| Farther Finance Advisors, Llc | 1.97% | 4,992,574 | $278,885,220 | $281,681,025 | +$2,795,805 | +1.00% | |
| Envestnet Asset Management Inc | 0.06% | 5,084,560 | $274,667,928 | $286,870,875 | +$12,202,947 | +4.44% | |
| Raymond James Financial Inc | 0.07% | 4,684,862 | $253,076,267 | $264,319,914 | +$11,243,647 | +4.44% | |
| Plancorp, Llc | 5.08% | 3,765,351 | $208,299,212 | $212,441,103 | +$4,141,891 | +1.99% | |
| Bank Of America Corp | 0.01% | 3,834,628 | $207,146,596 | $216,349,712 | +$9,203,116 | +4.44% | |
| Cerity Partners Llc | 0.24% | 3,631,961 | $196,198,951 | $204,915,240 | +$8,716,289 | +4.44% | |
| Index Fund Advisors, Inc. | 7.70% | 3,590,153 | $193,940,075 | $202,556,432 | +$8,616,357 | +4.44% | |
| Corient Private Wealth Llc | 0.26% | 3,517,784 | $190,030,765 | $198,473,373 | +$8,442,608 | +4.44% | |
| Creative Planning | 0.11% | 3,395,521 | $189,673,807 | $191,575,295 | +$1,901,488 | +1.00% | |
| Jones Financial Companies Lllp | 0.08% | 3,479,895 | $187,502,711 | $196,335,676 | +$8,832,965 | +4.71% | |
| Foster Group, Inc. | 4.39% | 2,891,254 | $161,505,449 | $163,124,551 | +$1,619,102 | +1.00% | |
| Lpl Financial Llc | 0.03% | 2,748,495 | $148,473,690 | $155,070,088 | +$6,596,398 | +4.44% | |
| Ubs Group Ag | 0.02% | 2,448,827 | $132,285,635 | $138,162,819 | +$5,877,184 | +4.44% | |
| Modera Wealth Management, Llc | 1.35% | 2,286,759 | $127,738,367 | $129,018,943 | +$1,280,576 | +1.00% | |
| Apella Capital, Llc | 1.46% | 2,083,562 | $115,033,483 | $117,554,568 | +$2,521,085 | +2.19% | |
| Confluence Wealth Services, Inc. | 3.20% | 2,072,260 | $111,943,368 | $116,916,909 | +$4,973,541 | +4.44% | |
| Nomura Asset Management International Inc. | 0.16% | 1,998,100 | $107,937,000 | $112,732,802 | +$4,795,802 | +4.44% | |
| Beacon Pointe Advisors, Llc | 0.49% | 1,965,098 | $106,154,591 | $110,870,829 | +$4,716,238 | +4.44% | |
| Cetera Investment Advisers | 0.09% | 1,918,032 | $103,612,103 | $108,215,365 | +$4,603,262 | +4.44% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 1.41% | 1,849,166 | $103,294,398 | $104,329,946 | +$1,035,548 | +1.00% | |
| Wealth Enhancement Advisory Services, Llc | 0.14% | 1,748,128 | $96,636,523 | $98,629,382 | +$1,992,859 | +2.06% | |
| Tci Wealth Advisors, Inc. | 3.88% | 1,723,500 | $96,274,731 | $97,239,870 | +$965,139 | +1.00% | |
| Team Hewins, Llc | 25.80% | 1,745,668 | $94,300,969 | $98,490,589 | +$4,189,620 | +4.44% | |
| Jackson Thornton Wealth Management, Llc | 6.88% | 1,610,229 | $86,984,582 | $90,849,120 | +$3,864,538 | +4.44% | |
| Choreo, Llc | 0.86% | 1,495,638 | $83,546,349 | $84,383,896 | +$837,547 | +1.00% | |
| Royal Bank Of Canada | 0.01% | 1,543,806 | $83,397,000 | $87,101,535 | +$3,704,535 | +4.44% | |
| Wealth Management Nebraska | 7.18% | 1,467,288 | $81,962,739 | $82,784,389 | +$821,650 | +1.00% | |
| Evanson Asset Management, Llc | 3.97% | 1,402,336 | $74,015,279 | $79,119,797 | +$5,104,518 | +6.90% | |
| Vise Technologies, Inc. | 0.60% | 1,294,003 | $72,283,012 | $73,007,649 | +$724,637 | +1.00% | |
| Jane Street Group, Llc | 0.04% | 1,306,543 | $70,579,453 | $73,715,156 | +$3,135,703 | +4.44% | |
| Falcon Wealth Planning | 4.41% | 1,291,418 | $69,762,418 | $72,861,804 | +$3,099,386 | +4.44% | |
| Kestra Advisory Services, Llc | 0.20% | 1,232,641 | $68,855,303 | $69,545,605 | +$690,302 | +1.00% | |
| Dixon Fnancial Services, Inc. | 27.16% | 1,212,555 | $67,733,325 | $68,412,353 | +$679,028 | +1.00% | |
| Wells Fargo & Company/Mn | 0.01% | 1,245,108 | $67,260,718 | $70,248,993 | +$2,988,275 | +4.44% | |
| Sequoia Financial Advisors | 0.33% | 1,217,842 | $65,787,808 | $68,710,646 | +$2,922,838 | +4.44% | |
| Sax Wealth Advisors, Llc | 1.81% | 1,138,487 | $63,595,888 | $64,233,437 | +$637,549 | +1.00% | |
| Earned Wealth Advisors, Llc | 4.06% | 1,163,317 | $62,842,363 | $65,634,345 | +$2,791,982 | +4.44% | |
| Petersen Hastings Wealth Advisors Inc. | 5.15% | 1,117,781 | $62,439,266 | $63,065,204 | +$625,938 | +1.00% | |
| Beaird Harris Wealth Management, Llc | 3.87% | 1,144,454 | $61,823,428 | $64,570,095 | +$2,746,667 | +4.44% | |
| True Link Financial Advisors, Llc | 3.55% | 1,105,800 | $61,770,004 | $62,389,236 | +$619,232 | +1.00% | |
| Smartleaf Asset Management Llc | 1.90% | 1,083,909 | $58,487,766 | $61,154,146 | +$2,666,380 | +4.56% | |
| Exencial Wealth Advisors, Llc | 1.78% | 1,084,979 | $57,265,204 | $61,214,515 | +$3,949,311 | +6.90% | |
| Washington Trust Bank | 4.00% | 1,058,522 | $57,181,359 | $59,721,811 | +$2,540,452 | +4.44% |
Frequently asked questions about DFIV
Who are the largest institutional holders of DFIV?
The largest institutional holders of DFIV reported in the latest SEC Form 13F filings include Mercer Global Advisors Inc, Focus Partners Wealth, Pnc Financial Services Group, Inc., Savant Capital, Llc, and Ep Wealth Advisors, Llc. InsiderSet ranks institutional holders by their latest reported DFIV position.
What is DFIV institutional ownership?
This page tracks DFIV positions reported by institutional investment managers through SEC Form 13F. DIMENSIONAL INTERNATIONAL VA (DFIV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DFIV?
InsiderSet currently tracks 900 institutional managers reporting DFIV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DFIV shareholders.
How much DFIV stock do institutions own?
Institutional investment managers disclosed approximately $14.20B in DFIV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DFIV institutional ownership last updated?
The latest DFIV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DFIV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DFIV position after the reporting date.
Are institutions buying or selling DFIV?
Institutional buying and selling can be analyzed by comparing DFIV positions across consecutive 13F reporting periods. InsiderSet's DFIV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DFIV ownership changes.
How has DFIV institutional ownership changed over time?
InsiderSet tracks DFIV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.