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Dimensional International Value ETF
DFIV

Overview Fund Activity

480 hedge funds and large institutions have $5.21B invested in Dimensional International Value ETF in 2023 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 207 increasing their positions, 132 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
+64
Holders Change %
+15.38%
% of All Funds
7.04%
Holding in Top 10
75
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.35%
% of All Funds
1.1%
New
89
Increased
207
Reduced
132
Closed
21
Calls
$14K
Puts
–
Net Calls
+$14K
Net Calls Change
+$14K

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$163M
2
PWS
Paragon Wealth Strategies
Florida
+$43M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$38.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$36.5M
5
CWS
Confluence Wealth Services
Pennsylvania
+$19.2M

Top Sellers

1
Jane Street
Jane Street
New York
-$147M
2
SIS
Strategic Investment Solutions
Illinois
-$123M
3
FPAS
Focus Partners Advisor Solutions
Missouri
-$49.7M
4
I
INVST
Indiana
-$24.9M
5
BSW
Buckingham Strategic Wealth
Missouri
-$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
226
Versant Capital Management
Arizona
$1.77M -$154K -4,469 -8%
AA
227
Addison Advisors
Vermont
$1.77M +$216K +6,290 +14%
JWA
228
JFS Wealth Advisors
Pennsylvania
$1.77M -$14.3K -415 -0.8%
FFA
229
Farther Finance Advisors
California
$1.74M +$1.71M +49,662 +5,494%
SC
230
Schubert & Co
Texas
$1.71M -$220K -6,400 -11%
AAS
231
Avantax Advisory Services
Texas
$1.7M +$513K +14,920 +43%
SPIA
232
Steward Partners Investment Advisory
New York
$1.68M +$526K +15,308 +46%
SWM
233
Sterling Wealth Management
Illinois
$1.64M +$1.64M +47,818 New
BIG
234
Builder Investment Group
Georgia
$1.63M +$3.57K +104 +0.2%
LWM
235
Lodestone Wealth Management
Washington
$1.63M +$41.1K +1,197 +3%
MCM
236
MAI Capital Management
Ohio
$1.59M +$203K +5,898 +15%
LA
237
LexAurum Advisors
Kansas
$1.59M +$127K +3,707 +9%
FC
238
Family CFO
California
$1.59M -$962 -28 -0.1%
AC
239
Applied Capital
Arkansas
$1.57M +$284K +8,267 +22%
TIM
240
Tortoise Investment Management
New York
$1.56M +$218K +6,347 +16%
ACA
241
Atlas Capital Advisors
Wyoming
$1.55M +$113K +3,301 +8%
FSWA
242
Financial Synergies Wealth Advisors
Texas
$1.53M -$119K -3,922 -7%
TWP
243
TFO Wealth Partners
Ohio
$1.52M -$203K -5,901 -12%
CPIG
244
Chicago Partners Investment Group
Illinois
$1.48M -$135K -4,008 -8%
AIS
245
American Investment Services
Massachusetts
$1.47M -$24.1K -701 -2%
BCM
246
Brookstone Capital Management
Illinois
$1.45M -$138K -4,021 -9%
SSWG
247
Seven Springs Wealth Group
Tennessee
$1.43M -$96.7K -2,815 -6%
QHA
248
Quarry Hill Advisors
Minnesota
$1.41M – – –
KF
249
Krilogy Financial
Missouri
$1.39M -$9.14K -266 -0.7%
MWA
250
MN Wealth Advisors
Kansas
$1.38M +$1.38M +40,241 New
8 9
10
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