As of the latest SEC filings, DIMENSIONAL INTERNATIONAL VALUE ETF (DFIV) is held by 8 institutional funds. The largest fund shareholder is Active/Passive Balanced Portfolio (N/A), holding an estimated $15,654,020.20 in market value, representing 0.81% of its portfolio.
Funds holding DIMENSIONAL INTERNATIONAL VALUE ETF (DFIV)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- DFIV
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
-
Active/Passive Balanced Portfolio
|
ETF | Independent / Boutique | 0.81% | $15,654,020.20 | 296,590 | Mar 31, 2026 | May 27, 2026 |
|
TBFG
The Brinsmere Fund - Growth ETF
|
ETF | Independent / Boutique | 3.39% | $12,007,872.24 | 227,508 | Mar 31, 2026 | May 28, 2026 |
|
TBFC
The Brinsmere Fund - Conservative ETF
|
ETF | Independent / Boutique | 1.68% | $5,733,385.84 | 108,628 | Mar 31, 2026 | May 28, 2026 |
|
-
Active/Passive Moderate Portfolio
|
ETF | Independent / Boutique | 1.07% | $3,159,938.60 | 59,870 | Mar 31, 2026 | May 27, 2026 |
|
SPGTX
Symmetry Panoramic Tax-Managed Global Equity Fund
|
MF | Independent / Boutique | 1.74% | $3,055,061.30 | 54,506 | Feb 28, 2026 | Apr 29, 2026 |
|
-
Active/Passive Very Aggressive Portfolio
|
ETF | Independent / Boutique | 1.81% | $1,286,670.84 | 24,378 | Mar 31, 2026 | May 27, 2026 |
|
-
Active/Passive Aggressive Portfolio
|
ETF | Independent / Boutique | 1.58% | $1,021,293.00 | 19,350 | Mar 31, 2026 | May 27, 2026 |
|
-
Active/Passive Conservative Portfolio
|
ETF | Independent / Boutique | 0.52% | $165,043.06 | 3,127 | Mar 31, 2026 | May 27, 2026 |
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