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Dimensional International Value ETF
DFIV

531 hedge funds and large institutions have $6.9B invested in Dimensional International Value ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 245 increasing their positions, 147 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

67% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 147

12% more capital invested

Capital invested by funds: $6.17B → $6.9B (+$729M)

5% more funds holding

Funds holding: 504 → 531 (+27)

1.08% more ownership

Funds ownership: 83.98% → 85.07% (+1.1%)

4% less funds holding in top 10

Funds holding in top 10: 77 → 74 (-3)

Holders
531
Holders Change
+27
Holders Change %
+5.36%
% of All Funds
7.62%
Holding in Top 10
74
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.9%
% of All Funds
1.06%
New
47
Increased
245
Reduced
147
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$416M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$159M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$99.2M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$46.5M
5
KIM
Kestra Investment Management
Texas
+$39.4M

Top Sellers

1
Jane Street
Jane Street
New York
-$130M
2
FWP
Falcon Wealth Planning
California
-$25.1M
3
MHS
M Holdings Securities
Oregon
-$24.2M
4
I
INVST
Indiana
-$20.2M
5
WAM
WNY Asset Management
New York
-$6.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
FSWA
226
Financial Synergies Wealth Advisors
Texas
$2.22M -$46.2K -1,249 -2%
ST
227
Sentinel Trust
Texas
$2.21M – – –
MG
228
Mather Group
Illinois
$2.21M -$994K -26,872 -32%
ACP
229
Aviance Capital Partners
Florida
$2.19M +$225K +6,084 +12%
LA
230
LexAurum Advisors
Kansas
$2.16M +$55.6K +1,502 +3%
FLI
231
Family Legacy Inc
South Carolina
$2.12M +$9.1K +246 +0.4%
AI
232
Atria Investments
North Carolina
$2.11M -$7.73K -209 -0.4%
JC
233
Jentner Corp
Ohio
$2.08M -$5.7K -154 -0.3%
FC
234
Family CFO
California
$2.06M -$185 -5 -0%
DPI
235
Diversified Portfolios Inc
Michigan
$2.06M – – –
JSW
236
Journey Strategic Wealth
New Jersey
$1.92M +$1.87M +50,513 New
ATI
237
ARK & TLK Investments
Oklahoma
$1.88M +$1.55K +42 +0.1%
BIG
238
Builder Investment Group
Georgia
$1.84M +$30.2K +817 +2%
ACA
239
Atlas Capital Advisors
Wyoming
$1.84M +$79.6K +2,152 +5%
HA
240
Herold Advisors
New York
$1.77M +$64.4K +1,740 +4%
MCM
241
MAI Capital Management
Ohio
$1.77M +$407 +11 +0%
LWM
242
Lodestone Wealth Management
Washington
$1.77M -$121K -3,260 -7%
VP
243
Verum Partners
North Carolina
$1.76M -$340K -9,194 -17%
CFO
244
CVA Family Office
Colorado
$1.74M -$215K -5,816 -11%
MWA
245
MN Wealth Advisors
Kansas
$1.71M -$17.2K -464 -1%
JWA
246
JFS Wealth Advisors
Pennsylvania
$1.7M -$40.1K -1,085 -2%
VW
247
Vance Wealth
California
$1.64M +$320K +8,648 +25%
HWMT
248
Heritage Wealth Management (Texas)
Texas
$1.64M -$269K -7,260 -14%
NA
249
NewEdge Advisors
Louisiana
$1.64M +$1.11K +30 +0.1%
JFG
250
JMG Financial Group
Illinois
$1.58M +$3.85K +104 +0.3%
8 9
10
11 12

DFIV Hedge Fund Activity: Q3 2024 in Review

531 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q3 2024, worth a combined $6.9B — up 12% from $6.17B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new DFIV positions and 16 closed out — a net gain of 31 holders — while 245 added to existing stakes and 147 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $416M. The largest seller was Jane Street, cutting an estimated $130M.

  • 531 institutional investors held Dimensional International Value ETF (DFIV) as of Q3 2024, up from 504 in Q2 2024.
  • Funds reported $6.9B of Dimensional International Value ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 47 funds opened new Dimensional International Value ETF positions in Q3 2024 and 16 closed out, a net change of +31 holders.
  • The largest Dimensional International Value ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $416M added.
  • The largest Dimensional International Value ETF seller in Q3 2024 was Jane Street, an estimated $130M sold.

Based on aggregated 13F filings for Q3 2024.