DFIV — DIMENSIONAL INTERNATIONAL VA
As of Q2 2026, 14 SEC-registered investment managers reported holding DFIV (DIMENSIONAL INTERNATIONAL VA) in their latest 13F filings, with a combined reported value of $1.80B across 33.38M shares. That is +7.3% by share count (+2.28M shares) versus the previous quarter, while reported value moved +9.8%. Ownership is concentrated: the five largest holders account for 95.8% of reported value and the top ten for 99.9%.
Compared with the prior quarter, 2 opened new positions, 9 added to existing stakes, 2 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| PNC Financial Services history | Q2 2026 | 17.20M | $929.24M | 0.46% | Add |
| Northern Trust Corp history | Q2 2026 | 7.24M | $391.07M | 0.05% | Hold |
| Bank of America Corp history | Q2 2026 | 3.83M | $207.15M | 0.01% | Add |
| UBS Group AG history | Q2 2026 | 2.45M | $132.29M | 0.02% | Add |
| Wells Fargo & Co history | Q2 2026 | 1.25M | $67.26M | 0.01% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 574.46K | $31.00M | 0.00% | New |
| AQR Capital Management history | Q2 2026 | 456.69K | $24.67M | 0.01% | Add |
| Morgan Stanley history | Q2 2026 | 216.88K | $11.72M | 0.00% | Reduce |
| Balyasny Asset Management history | Q1 2024 | 222.84K | $8.19M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 104.03K | $5.62M | 0.00% | Add |
| Goldman Sachs Group history | Q1 2026 | 53.04K | $2.80M | 0.00% | Reduce |
| BNY Mellon history | Q2 2026 | 31.70K | $1.71M | 0.00% | Add |
| BlackRock Inc history | Q2 2026 | 17.84K | $963.88K | 0.00% | Add |
| Renaissance Technologies history | Q1 2026 | 12.90K | $680.86K | 0.00% | New |
| D. E. Shaw & Co history | Q1 2026 | 7.94K | $419.23K | 0.00% | New |
| Citadel Advisors history | Q2 2026 | 6.30K | $340.33K | 0.00% | Reduce |
| Franklin Resources history | Q2 2026 | 4.42K | $238.77K | 0.00% | Add |
| Citigroup Inc history | Q2 2026 | 1 | $54 | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 574.46K sh · $31.00M
- Citigroup Inc 1 sh · $54
Fully Exited (vs previous quarter)
- Goldman Sachs Group sold 53.04K sh · $2.80M
- Renaissance Technologies sold 12.90K sh · $680.86K
- D. E. Shaw & Co sold 7.94K sh · $419.23K
Fund Position History — shares by quarter (top 18 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PNC Financial Services | 53.81K | 53.81K | 49.40K | 582.18K | 38.15K | 38.75K | 9.14K | 8.22K | 8.22K | 4.75M | 5.44M | 6.12M | 6.56M | 7.02M | 7.29M | 7.83M | 13.84M | 15.47M | 16.46M | 17.20M |
| Northern Trust Corp | 4.66M | 4.43M | 4.14M | 4.89M | 5.12M | 5.77M | 6.56M | 6.44M | 6.49M | 6.49M | 6.52M | 6.70M | 6.75M | 6.71M | 6.92M | 7.18M | 7.12M | 7.24M | 7.22M | 7.24M |
| Bank of America Corp | — | 4.62K | 4.80K | 4.62K | 4.74K | 855.99K | 949.23K | 427.71K | 474.85K | 508.99K | 366.63K | 513.75K | 559.63K | 535.22K | 975.67K | 1.30M | 2.02M | 2.54M | 3.40M | 3.83M |
| UBS Group AG | 12.61K | 25.24K | 26.32K | 25.32K | 32.92K | 201.76K | 718.50K | 886.92K | 1.01M | 1.02M | 1.10M | 1.11M | 1.10M | 1.11M | 1.58M | 1.60M | 1.75M | 1.89M | 2.12M | 2.45M |
| Wells Fargo & Co | 78.63K | 80.43K | 80.75K | 77.48K | 75.22K | 71.34K | 71.00K | 67.04K | 170.15K | 334.27K | 369.87K | 378.06K | 404.56K | 377.96K | 422.81K | 540.26K | 627.82K | 686.81K | 1.01M | 1.25M |
| JPMorgan Chase & Co | — | — | — | — | — | 160.85K | 186.00K | 349.46K | 402.77K | 422.92K | 405.35K | 379.50K | 358.86K | 470.16K | 517.46K | 509.20K | 531.88K | 552.07K | — | 574.46K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | 32.81K | 37.13K | 52.25K | 80.43K | 86.45K | 109.22K | 149.09K | 258.80K | 320.01K | 402.73K | 456.69K |
| Morgan Stanley | — | 12.15K | 14.16K | 15.78K | 15.70K | 21.57K | 19.28K | 22.37K | 27.30K | 29.54K | 34.72K | 50.05K | 59.75K | 140.55K | 146.17K | 175.86K | 178.10K | 211.05K | 225.49K | 216.88K |
| Fidelity Management & Research (FMR) | 3.69K | 3.66K | 3.60K | 3.53K | 1.91K | 765 | 732 | 833 | 827 | 1.02K | 829 | 829 | 13.92K | 18.83K | 18.54K | 29.76K | 44.54K | 77.47K | 91.47K | 104.03K |
| BNY Mellon | — | 20.74K | 17.94K | 17.94K | 17.89K | 17.89K | 23.71K | 23.02K | 21.57K | 21.67K | 18.72K | 30.58K | 28.46K | 28.67K | 32.96K | 31.83K | 31.43K | 31.43K | 26.97K | 31.70K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.42K | 1.42K | 18.43K | 16.91K | 16.61K | 1.86K | 17.84K |
| Citadel Advisors | — | — | 81.85K | 17.44K | 231.82K | 70.53K | — | 196.76K | 83.66K | 464.09K | 138.38K | — | — | — | 1.20M | 431.11K | 294.88K | 69.65K | 77.06K | 6.30K |
| Franklin Resources | 2.81K | 2.85K | 2.86K | 2.92K | 2.94K | 2.97K | 2.98K | 3.04K | 3.06K | 3.18K | 3.10K | 3.16K | 3.18K | 3.21K | 3.22K | 3.28K | 3.29K | 3.32K | 3.33K | 4.42K |
| Citigroup Inc | — | — | — | 19 | — | 18 | 6 | — | 3 | — | — | — | — | 1 | — | 260 | — | 183 | — | 1 |
| Goldman Sachs Group | — | — | — | — | 29.76K | 50.00K | — | 48.41K | — | — | — | — | 100.50K | — | — | — | — | 56.95K | 53.04K | — |
| Renaissance Technologies | — | — | — | — | — | 9.30K | — | 46.40K | 8.80K | 80.70K | 42.70K | 12.55K | — | — | 66.70K | 40.40K | — | — | 12.90K | — |
| D. E. Shaw & Co | — | — | — | — | — | — | — | — | — | — | — | — | — | 12.72K | 5.10K | 5.10K | 8.63K | — | 7.94K | — |
| Balyasny Asset Management | — | — | — | — | — | — | — | — | — | 73.11K | 222.84K | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details