Public ownership evidence

Dimensional International Value ETF (DFIV) Ownership Disclosures

Read DFIV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Dimensional International Value ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
3,517,784
Value (USD)
$190,030,765
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read DFIV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read DFIV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-283,517,784$190,030,765None
AFFINITY WEALTH LLC2025-12-312026-08-2747$2,345None
AFFINITY WEALTH LLC2025-09-302026-08-2747$2,168None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-26610,701$32,990,045None
Serenity Investment Advisors2026-06-302026-08-25134,329$7,764,203None
Strategic Financial Services, Inc.2026-06-302026-08-25820,043$44,298,732None
Kings Path Partners LLC2026-03-312026-08-22170,673$9,008,134None
Rehmann Capital Advisory Group2026-06-302026-08-2127,245$1,471,779None
Archer Investment Corp2026-06-302026-08-2026$1,405None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2023,955,107$1,294,054,908None
Beacon Pointe Advisors, LLC2026-06-302026-08-191,965,098$106,154,591None
Orion Capital Management LLC2026-06-302026-08-194,928$266,186None
RB Capital Management, LLC2026-06-302026-08-1929,763$1,607,804None
E-Wealth Partners, LLC2026-06-302026-08-1810,674$576,603None
Strive Financial Group ,LLC2026-06-302026-08-1863$3,403None
WNY Asset Management, LLC2026-06-302026-08-185,394$291,373None
Coastal Bridge Advisors, LLC2026-06-302026-08-1814,680$792,996None
SwitchPoint Financial Planning, LLC2026-06-302026-08-1854,903$2,965,863None
KM Capital Management Ltd.2026-06-302026-08-18263,051$14,210,020None
Corient Private Wealth LP2026-06-302026-08-183,526,275$190,489,339None
Pure Financial Advisors, LLC2026-06-302026-08-1811,009$594,704None
Nalls Sherbakoff Group, LLC2026-06-302026-08-187,222$390,116None
Nalls Sherbakoff Group, LLC2026-03-312026-08-187,043$371,713None
Equitable Holdings, Inc.2026-06-302026-08-18858,805$46,392,640None
Steelhead Wealth Management LLC2026-06-302026-08-1543,739$2,362,000None
Forum Finance Group S.A.2026-06-302026-08-151,795$78,000None
Synergy Investment Management, LLC2026-06-302026-08-1538$2,053None
SEI INVESTMENTS CO2026-06-302026-08-1530,418$1,643,160None
Glen Eagle Advisors, LLC2026-06-302026-08-151,050$56,721None
Modern Wealth Management, LLC2026-06-302026-08-1515,911$859,528None
FWL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-151,204$65,040None
MANNING & NAPIER ADVISORS LLC2026-06-302026-08-159$486None
Vantage Point Financial LLC2026-06-302026-08-1534,690$1,873,930None
Mutual Advisors, LLC2026-06-302026-08-1554,293$2,932,931None
Advyzon Investment Management, LLC2026-06-302026-08-154,088$220,834None
Advyzon Investment Management, LLC2026-06-302026-08-1522,830$1,233,301None
Navis Wealth Advisors, LLC2026-06-302026-08-1513,573$733,213None
VANCE WEALTH, LLC2026-06-302026-08-15131,564$7,107,109None
ENTREWEALTH, LLC2026-06-302026-08-155,639$325,088None
Schwallier Wealth Management LLC2026-06-302026-08-15123,268$6,658,950None
Tradewinds, LLC.2026-06-302026-08-151,108$13,394,528None
Granite Bay Wealth Management, LLC2026-06-302026-08-155,073$274,000None
EARNED WEALTH ADVISORS, LLC2026-06-302026-08-151,163,317$62,842,363None
Orcam Financial Group2026-06-302026-08-1511,820$638,516None
Ameritas Advisory Services, LLC2026-06-302026-08-1522,848$1,234,229None
NFSG Corp2026-06-302026-08-1518$972None
Delos Wealth Advisors, LLC2026-06-302026-08-154,481$242,064None
Invst, LLC2026-06-302026-08-153,738$201,937None
Kinloch Capital, LLC2026-06-302026-08-154,138$223,535None
MONOGRAPH WEALTH ADVISORS, LLC2026-06-302026-08-15241,227$13,031,057None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗TOBIAS FINANCIAL ADVISORS, INC. ↗Serenity Investment Advisors ↗Strategic Financial Services, Inc. ↗Kings Path Partners LLC ↗Rehmann Capital Advisory Group ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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