As of the latest SEC filings, DFA INTERNATIONAL VALUE PORTFOLIO (DFIVX) is held by 9 institutional funds. The largest fund shareholder is LVIP Dimensional International Equity Managed Volatility Fund (N/A), holding an estimated $264,206,758.76 in market value, representing 48.49% of its portfolio.
Funds holding DFA INTERNATIONAL VALUE PORTFOLIO (DFIVX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- DFIVX
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
-
LVIP Dimensional International Equity Managed Volatility Fund
|
ETF | Independent / Boutique | 48.49% | $264,206,758.76 | 8,745,672 | Mar 31, 2026 | May 18, 2026 |
|
SPILX
Symmetry Panoramic International Equity Fund
|
MF | Independent / Boutique | 5.20% | $12,695,190.63 | 394,997 | Feb 28, 2026 | Apr 29, 2026 |
|
SPGEX
Symmetry Panoramic Global Equity Fund
|
MF | Independent / Boutique | 1.91% | $7,693,541.23 | 239,376 | Feb 28, 2026 | Apr 29, 2026 |
|
EVAGX
The E-Valuator Aggressive Growth (85%-99%) RMS Fund
|
MF | Independent / Boutique | 1.52% | $3,552,572.41 | 117,596 | Mar 31, 2026 | May 26, 2026 |
|
EVGLX
The E-Valuator Growth (70%-85%) RMS Fund
|
MF | Independent / Boutique | 1.31% | $3,288,597.94 | 108,858 | Mar 31, 2026 | May 26, 2026 |
|
EVMLX
The E-Valuator Moderate (50%-70%) RMS Fund
|
MF | Independent / Boutique | 1.10% | $1,589,321.45 | 52,609 | Mar 31, 2026 | May 26, 2026 |
|
EVTTX
The E-Valuator Conservative/Moderate (30%-50%) RMS Fund
|
MF | Independent / Boutique | 0.77% | $248,086.30 | 8,212 | Mar 31, 2026 | May 26, 2026 |
|
EVCLX
The E-Valuator Conservative (15%-30%) RMS Fund
|
MF | Independent / Boutique | 0.50% | $240,012.17 | 7,945 | Mar 31, 2026 | May 26, 2026 |
|
EVVLX
The E-Valuator Very Conservative (0%-15%) RMS Fund
|
MF | Independent / Boutique | 0.18% | $37,966.75 | 1,257 | Mar 31, 2026 | May 26, 2026 |
Advertisement (320x50)