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Dimensional International Value ETF

481 hedge funds and large institutions have $5.22B invested in Dimensional International Value ETF in 2023 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 208 increasing their positions, 132 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 21

58% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 132

15% more funds holding

Funds holding: 417481 (+64)

9% more capital invested

Capital invested by funds: $4.79B → $5.22B (+$429M)

1% more funds holding in top 10

Funds holding in top 10: 7475 (+1)

0.93% less ownership

Funds ownership: 82.38%81.46% (-0.93%)

Holders
481
Holders Change
+64
Holders Change %
+15.35%
% of All Funds
7.01%
Holding in Top 10
75
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.35%
% of All Funds
1.09%
New
89
Increased
208
Reduced
132
Closed
21
Calls
$14K
Puts
Net Calls
+$14K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
226
Tempus Wealth Planning
California
$1.79M -$105K -3,221 -6%
VCM
227
Versant Capital Management
Arizona
$1.77M -$146K -4,469 -8%
AA
228
Addison Advisors
Vermont
$1.77M +$205K +6,290 +14%
JWA
229
JFS Wealth Advisors
Pennsylvania
$1.77M -$13.5K -415 -0.8%
FFA
230
Farther Finance Advisors
California
$1.74M +$1.62M +49,662 +5,494%
SC
231
Schubert & Co
Texas
$1.71M -$209K -6,400 -11%
AAS
232
Avantax Advisory Services
Texas
$1.7M +$487K +14,920 +43%
SPIA
233
Steward Partners Investment Advisory
New York
$1.68M +$500K +15,308 +46%
SWM
234
Sterling Wealth Management
Illinois
$1.64M +$1.56M +47,818 New
BIG
235
Builder Investment Group
Georgia
$1.63M +$3.39K +104 +0.2%
LWM
236
Lodestone Wealth Management
Washington
$1.63M +$39.1K +1,197 +3%
MCM
237
MAI Capital Management
Ohio
$1.59M +$192K +5,898 +15%
LA
238
LexAurum Advisors
Kansas
$1.59M +$121K +3,707 +9%
FC
239
Family CFO
California
$1.59M -$914 -28 -0.1%
AC
240
Applied Capital
Arkansas
$1.57M +$270K +8,267 +22%
TIM
241
Tortoise Investment Management
New York
$1.56M +$207K +6,347 +16%
ACA
242
Atlas Capital Advisors
Wyoming
$1.55M +$108K +3,301 +8%
FSWA
243
Financial Synergies Wealth Advisors
Texas
$1.53M -$128K -3,922 -7%
TWP
244
TFO Wealth Partners
Ohio
$1.52M -$193K -5,901 -12%
CPIG
245
Chicago Partners Investment Group
Illinois
$1.48M -$131K -4,008 -8%
AIS
246
American Investment Services
Massachusetts
$1.47M -$22.9K -701 -2%
BCM
247
Brookstone Capital Management
Illinois
$1.45M -$131K -4,021 -9%
SSWG
248
Seven Springs Wealth Group
Tennessee
$1.43M -$91.9K -2,815 -6%
QHA
249
Quarry Hill Advisors
Minnesota
$1.41M
KF
250
Krilogy Financial
Missouri
$1.39M -$8.68K -266 -0.7%

DFIV Hedge Fund Activity: Q4 2023 in Review

481 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q4 2023, worth a combined $5.22B — up 9% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new DFIV positions and 21 closed out — a net gain of 68 holders — while 208 added to existing stakes and 132 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $155M. The largest seller was Jane Street, cutting an estimated $140M.

  • 481 institutional investors held Dimensional International Value ETF (DFIV) as of Q4 2023, up from 417 in Q3 2023.
  • Funds reported $5.22B of Dimensional International Value ETF stock for Q4 2023, up 9% quarter-over-quarter.
  • 89 funds opened new Dimensional International Value ETF positions in Q4 2023 and 21 closed out, a net change of +68 holders.
  • The largest Dimensional International Value ETF buyer in Q4 2023 was PNC Financial Services Group, an estimated $155M added.
  • The largest Dimensional International Value ETF seller in Q4 2023 was Jane Street, an estimated $140M sold.

Based on aggregated 13F filings for Q4 2023.