DFIV institutional holders

Dimensional International Value ETF · 933 reporting institutions · $16.3B reported value

Funds that can replace DFIV · DFIV return decomposition

Institutional holdings

Institutions reporting DFIV, largest first
InstitutionReported positionAdvisors at firmReport period
Northwestern Mutual Wealth Management Co$1.8B02026-06-30
Mercer Global Advisors Inc /adv$1.3B02026-06-30
PNC Financial Services Group, Inc.$929.2M02026-06-30
Focus Partners Wealth$929M1,0482026-06-30
Savant Wealth Management$574.1M4052026-06-30
Ep Wealth Advisors, LLC$496.9M3382026-06-30
Northern Trust Corp$391.1M02026-06-30
Focus Partners Advisor Solutions, LLC$320.4M422026-06-30
Envestnet Pmc$274.7M602026-06-30
Farther Finance Advisors, LLC$254.6M3342026-06-30
Raymond James Financial Inc$253.1M02026-06-30
Plancorp, LLC$208.3M522026-06-30
Bank of America Corp /de$207.1M02026-06-30
Cerity Partners LLC$196.2M7772026-06-30
Index Fund Advisors, Inc.$193.9M182026-06-30
Corient Private Wealth LP$190M6742026-06-30
Jones Financial Companies LLLP$187.5M02026-06-30
Hightower Advisors, LLC$183.3M1,0462026-06-30
Creative Planning$182.6M1,1712026-06-30
Foster Group, Inc.$158.7M582026-06-30
Lpl Financial LLC$148.5M23,4582026-06-30
Kestra Investment Management, LLC$139.2M92026-06-30
UBS Group AG$132.3M02026-06-30
Modera Wealth Management, LLC$124.6M1352026-06-30
Confluence Wealth Services, Inc.$111.9M452026-06-30
Nomura Asset Management International Inc.$107.9M02026-06-30
Apella Capital, LLC$107.4M1042026-06-30
Beacon Pointe Advisors, LLC$106.2M4662026-06-30
Cetera Investment Advisers$103.6M10,3702026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$99.2M02026-06-30
Tci Wealth Advisors, Inc.$96.5M462026-06-30
Team Hewins, LLC$94.3M232026-06-30
Jackson Thornton Wealth Management, LLC$87M92026-06-30
Royal Bank of Canada$83.4M02026-06-30
Wealth Enhancement Advisory Services, LLC$80.4M1,0262026-06-30
Choreo, LLC$79.8M1482026-06-30
Evanson Financial, LLC$77.3M42026-06-30
Wealth Management$76.5M462026-06-30
Evanson Asset Management, LLC$74M02026-03-31
Jane Street Group, LLC$70.6M02026-06-30
Falcon Wealth Planning$69.8M242026-06-30
Wells Fargo & Company/mn$67.3M02026-06-30
Dixon Fnancial Services, Inc.$66.6M62026-06-30
Sequoia Financial Group, LLC$65.8M2582026-06-30
Vise Technologies, Inc.$63.9M02026-06-30
Root Financial Partners, LLC$63.7M642026-06-30
Earned Wealth Advisors, LLC$62.8M462026-06-30
Beaird Harris Wealth Management, LLC$61.8M182026-06-30
True Link Financial Advisors$59.7M62026-06-30
Petersen Hastings Wealth Advisors Inc.$59.5M162026-06-30
Smartleaf Asset Management LLC$58.5M92026-06-30
Exencial Wealth Advisors, LLC$57.3M02026-03-31
Washington Trust Bank$57.2M02026-06-30
Cwm, LLC$57M6672026-03-31
Maseco LLP$54.2M82026-06-30
Keb Asset Management, LLC$51.3M142026-06-30
Waverly Advisors, LLC$50.8M2312026-06-30
Sax Wealth Advisors, LLC$49.8M422026-06-30
Mariner, LLC$47.2M02026-06-30
Verus Financial Partners, Inc.$46.5M122026-06-30
Equitable Holdings, Inc.$46.4M02026-06-30
Parkwoods Wealth Partners, LLC$45.3M312026-06-30
Eclectic Associates Inc /adv$44.7M112026-06-30
Strategic Financial Services, Inc.$44.3M282026-06-30
Landaas & Co /wi /adv$40.8M192026-06-30
Pallas Capital Advisors, LLC$39.4M272026-06-30
Wealth Architects, LLC$38.2M152026-06-30
McGlone Suttner Wealth Management, Inc.$38M82026-06-30
Premier Financial Group Inc$37.8M122026-03-31
Truwealth Advisors, LLC$37.7M02026-03-31
Fiduciary Financial Group, LLC$36.8M92026-06-30
Forvis Mazars Wealth Advisors, LLC$36.5M832026-06-30
Hudock, Inc.$36.4M92026-06-30
Planning Center, Inc.$36.4M102026-06-30
Trinity Financial Advisors LLC$36.1M62026-06-30
Truist Financial Corp$36.1M02026-06-30
Quent Capital, LLC$35.6M02026-06-30
Willow Creek Wealth Management Inc.$33.8M102025-09-30
Baird Financial Group, Inc.$33.3M02026-06-30
Tobias Financial Advisors, Inc.$33M82026-06-30
Three Arch Wealth Management LLC$32.6M42026-06-30
B&D White Capital Company, LLC$31.7M62026-06-30
Hill Investment Group Partners, LLC$31.3M72026-06-30
Jpmorgan Chase & Co$31M02026-06-30
Kestra Advisory Services, LLC$30.8M1,4792026-06-30
Sachem Hill LLC$30.6M42026-06-30
Integrated Wealth Concepts LLC$29.7M4802026-06-30
MML Investors Services, LLC$27.7M5,1202026-06-30
Acropolis Investment Management, LLC$27.5M372026-06-30
Allworth Financial, LP$27.4M3172026-06-30
Factor Wealth Management$27M52026-06-30
Aqr Capital Management LLC$24.7M12026-06-30
Osaic Holdings, Inc.$24.4M02026-06-30
First Command Advisory Services$24.3M1,0122026-06-30
Bayshore Asset Management, LLC$23.7M32026-06-30
Financially In Tune, LLC$23.6M02026-03-31
Cowa, LLC$23.3M52026-06-30
Rockefeller Capital Management LP$23.2M3462026-06-30
Pinney & Scofield, Inc.$22.9M32026-06-30
Wescott Financial Advisory Group, LLC$22.6M232026-06-30
Mason Street Advisors, LLC$22.4M02026-06-30
Disciplined Equity Management, Inc.$22.3M32026-06-30
Squire Investment Management Company, LLC$22.3M122026-06-30
Commonwealth Equity Services, LLC$21.7M2,8632026-06-30
Fischer Investment Strategies, LLC$21.6M42026-06-30
Vestia Personal Wealth Advisors$21.5M222026-06-30
Lri Investments, LLC$20.8M252026-06-30
Dopkins Wealth Management, LLC$20.6M72026-06-30
Pbmares Wealth Management LLC$20.5M12025-09-30
Market Street Wealth Management Advisors LLC$20.4M82026-06-30
McLean Asset Management Corp.$20.2M162026-06-30
Prism Advisors, Inc.$20.2M52026-06-30
Forum Financial Management, LP$20.1M1162026-06-30
Cfs Investment Advisory Services LLC$19.8M102026-06-30
Shankervalleau Wealth Advisors, Inc.$19.7M42026-06-30
Verabank, N.A.$19.7M02026-06-30
Moneta Group Investment Advisors LLC$19.5M2562026-06-30
Claris Advisors, LLC / Mo$19.3M42026-06-30
Meritas Wealth Management, LLC$18.7M62026-06-30
Shearwater Capital LLC$18.5M42026-06-30
Disciplined Investments, LLC$18.5M62026-06-30
Rather & Kittrell, Inc.$18M202026-06-30
Captrust Financial Advisors$17.9M9622026-06-30
Merit Financial Group, LLC$17.9M2952026-06-30
Apeiron RIA LLC$17.7M112026-06-30
Allen Wealth Management, LLC$17.5M42026-06-30
Bluesky Wealth Advisors, LLC$17.5M102026-06-30
Enrich Financial Partners LLC$16.9M42026-06-30
Sterling Financial Planning, Inc.$16.8M82026-06-30
Fortress Wealth Management, Inc.$16.7M02025-09-30
Embree Financial Group$16.6M132026-06-30
Great Oak Capital Partners, LLC$16.5M52026-06-30
Fonville Wealth Management LLC$16.4M122026-06-30
Peirce Capital Management, LLC$16M52026-06-30
Stifel Financial Corp$16M02026-06-30
Jdh Wealth Management, LLC$15.5M12026-06-30
Ruedi Wealth Management, Inc.$15.1M52026-06-30
Private Advisor Group, LLC$14.8M9272026-06-30
Mraz and Associates$14.8M52026-06-30
Aurdan Capital Management, LLC$14.8M32026-06-30
Pathstone Holdings, LLC$14.4M02026-06-30
Savvy Advisors, Inc.$14.4M2142026-06-30
Km Capital Management Ltd.$14.2M42026-06-30
Capstone Wealth Management, LLC$14.1M72026-06-30
Lauterbach Financial Advisors, LLC$14M122026-06-30
Guardian Wealth Management, LLC$13.8M02026-06-30
Elevate Wealth Advisory, Inc$13.8M122026-06-30
Robinswood Financial LLC$13.8M62026-06-30
Destiny Wealth Partners, LLC$13.7M162026-06-30
Visionary Wealth Advisors$13.7M462026-06-30
Werba Rubin Papier Wealth Management, LLC$13.5M72026-06-30
Quantinno Capital Management LP$13.4M02026-06-30
Tradewinds, Llc.$13.4M112026-06-30
Mai Capital Management$13.4M3082026-06-30
Axxcess Wealth Management, LLC$13.4M382026-06-30
Monograph Wealth Advisors, LLC$13M102026-06-30
Trademark Financial Management, LLC$12.8M22026-06-30
Dinuzzo Private Wealth, Inc.$12.7M82026-06-30
Seedsafe Financial LLC$12.5M42026-06-30
Cardiff Park Advisors, LLC$12.5M12026-06-30
Maryland Capital Advisors Inc.$12.2M42026-06-30
Able Financial Group, LLC$11.9M92026-06-30
Morgan Stanley$11.7M23,1852026-06-30
Northwest Wealth Management, LLC$11.7M212026-06-30
Mattern Wealth Management LLC$11.7M42026-06-30
Tillman Hartley LLC$11.6M32026-06-30
Financial Futures Ltd Liability Co.$11.4M32026-06-30
Summit Financial, LLC$11.4M2292026-06-30
Mission Wealth Management, LP$11.3M1382026-06-30
Valmark Advisers, Inc.$11.2M2952026-06-30
Andrews, Lucia Wealth Management LLC$11.2M12026-06-30
Compound Planning, Inc.$11.1M752026-06-30
Austin Asset$11M152026-06-30
Baker Boyer National Bank$10.9M02026-06-30
Reap Financial Group, LLC$10.9M72026-06-30
Stone Summit Wealth LLC$10.8M32026-06-30
Advisory Alpha, LLC$10.7M662026-06-30
Rothschild Wealth LLC$10.7M312026-06-30
Aspiriant, LLC$10.7M732026-06-30
Eq Wealth Advisors, LLC$10.6M32026-06-30
Ae Wealth Management LLC$10.6M4712026-06-30
Caliber Wealth Management, LLC / Ks$10.3M142026-06-30
G2 Capital Management, LLC / Oh$10.2M02026-06-30
Kings Path Partners LLC$10.2M42026-06-30
Barnes Pettey Financial Advisors, LLC$10.1M82026-06-30
Phillips Financial Management, LLC$9.9M152026-06-30
Altiora Financial Group, LLC$9.8M12026-06-30
Tortoise Investment Management, LLC$9.8M152026-06-30
Laurel Wealth Planning LLC$9.5M62026-06-30
Oceanside Advisors LLC$9.3M42026-06-30
Baker Tilly Wealth Management, LLC$9.1M262026-06-30
Veratis Advisors, Inc.$9M42026-06-30
Cedar Point Capital Partners, LLC$8.9M62026-06-30
Turning Point Benefit Group, Inc.$8.8M152026-06-30
Steward Partners Investment Advisory, LLC$8.8M4812026-06-30
Sanctuary Advisors, LLC$8.5M4012026-06-30
Kondo Wealth Advisors, Inc.$8.5M22026-06-30
Strategic Investment Solutions, Inc. /il$8.3M102026-06-30
Certified Advisory Corp$8.3M172026-06-30
Bank of New Hampshire$8.2M02026-06-30
Perigon Wealth Management, LLC$8.2M922026-06-30
Edelman Financial Engines$8.2M7222026-06-30
J. Mark Nickell & Co.$8.2M32026-06-30
Clarity Asset Management, Inc.$8.2M22026-06-30
Sculati Wealth Management, LLC$8.1M42026-06-30
Richard Young Associates, Ltd.$7.8M82026-06-30
Sb Capital Management Inc$7.8M02025-12-31
Serenity Investment Advisors$7.8M62026-06-30
Winter & Associates, Inc.$7.7M42026-06-30
Family Legacy, Inc.$7.6M72026-06-30
Mather Group, Llc.$7.5M1102026-06-30
Accel Wealth Management$7.5M102026-06-30
Bank of Montreal /can$7.5M02026-06-30
Causey Wealth LLC$7.4M42026-06-30
Compass Financial Group, Inc.$7.2M02026-06-30
Cordant, Inc.$7.1M02026-06-30
Vance Wealth$7.1M132026-06-30
Vistica Wealth Advisors, LLC$7.1M42026-06-30
Shotwell Rutter Baer Inc$7.1M52026-06-30
Hmv Wealth Advisors, LLC$7M32026-06-30
Rf&l Wealth Management, LLC$6.9M32026-06-30
Larson Financial Group LLC$6.7M672026-06-30
Stratos Wealth Partners, Ltd.$6.7M3862026-06-30
Schwallier Wealth Management LLC$6.7M42026-06-30
1900 Wealth$6.6M182026-06-30
Estate Counselors, LLC$6.6M52026-06-30
Atlas Financial Planning LLC$6.6M22026-06-30
Whittier Trust Co$6.6M02026-06-30
Alpha Advisors, Llc/va$6.5M02026-06-30
New. Advisory Services, LLC$6.5M152026-06-30
Avior Wealth Management, LLC$6.5M692026-06-30
Timonier Family Office, Ltd.$6.4M42026-06-30
Segall Bryant & Hamill, LLC$6.3M02026-06-30
Avise Financial Cooperative, Inc.$6.3M72026-06-30
Glass Jacobson Investment Advisors LLC$6.3M102026-06-30
Sterling Wealth Management, Inc.$6.3M82026-06-30
Eversource Wealth Advisors, LLC$6.1M772026-06-30
Composition Wealth, LLC$6M762026-06-30
Valued Retirements, Inc.$5.9M32026-06-30
Delarme Wealth Management, Inc.$5.8M32026-06-30
Omni 360 Wealth, Inc.$5.8M52026-06-30
Commerce Bank$5.8M02026-06-30
Advisory Services Network$5.8M2532026-06-30
Avidian Wealth Enterprises, LLC$5.8M432026-06-30
Lam Group, Inc.$5.8M22026-06-30
Wealthspire Advisors, LLC$5.7M2372026-06-30
Tilson Financial Group Inc$5.7M72026-06-30
Frankly Finances, LLC$5.7M12026-06-30
Creativeone Wealth, LLC$5.6M2212026-06-30
Fmr LLC$5.6M02026-06-30

The 250 largest of 933 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30