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Dimensional International Value ETF

604 hedge funds and large institutions have $7.13B invested in Dimensional International Value ETF in 2024 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 266 increasing their positions, 139 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 28

91% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 139

20% more funds holding in top 10

Funds holding in top 10: 7489 (+15)

14% more funds holding

Funds holding: 531604 (+73)

3.17% more ownership

Funds ownership: 85.07%88.23% (+3.2%)

3% more capital invested

Capital invested by funds: $6.9B → $7.13B (+$230M)

Holders
604
Holders Change
+73
Holders Change %
+13.75%
% of All Funds
7.96%
Holding in Top 10
89
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+20.27%
% of All Funds
1.17%
New
107
Increased
266
Reduced
139
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BGWM
226
Bridge Generations Wealth Management
Florida
$2.74M +$2.83M +77,187 New
FEG
227
Fund Evaluation Group
Ohio
$2.71M +$2.68K +73 +0.1%
BH
228
Burk Holdings
Oklahoma
$2.66M +$2.75M +74,980 New
PFA
229
Pillar Financial Advisors
Kentucky
$2.65M +$2.74M +74,622 New
LKBC
230
L.K. Benson & Company
Maryland
$2.64M +$2.73M +74,486 New
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$2.6M -$1.12M -30,522 -29%
AP
232
Adero Partners
California
$2.56M -$8.1K -221 -0.3%
DWA
233
Delap Wealth Advisory
Oregon
$2.53M
RFC
234
Regions Financial Corp
Alabama
$2.53M
RA
235
RFG Advisory
Alabama
$2.51M -$44.7K -1,220 -2%
AFGAS
236
Allegiance Financial Group Advisory Services
Virginia
$2.47M +$35.9K +980 +1%
SWP
237
Stratos Wealth Partners
Ohio
$2.47M -$68.8K -1,877 -3%
AWMM
238
Aegis Wealth Management (Maryland)
Maryland
$2.41M +$2.49M +67,959 New
JBW
239
Journey Beyond Wealth
Georgia
$2.4M +$2.48M +67,718 New
EA
240
Eclectic Associates
California
$2.39M +$1.46M +39,934 +145%
Osaic Holdings
241
Osaic Holdings
Arizona
$2.35M +$56K +1,527 +2%
MWG
242
Martin Worley Group
Utah
$2.32M +$2.4M +65,398 New
RSWM
243
Robertson Stephens Wealth Management
California
$2.28M +$1.91K +52 +0.1%
LA
244
LexAurum Advisors
Kansas
$2.26M +$251K +6,851 +12%
FLI
245
Family Legacy Inc
South Carolina
$2.26M +$268K +7,299 +13%
SC
246
Schubert & Co
Texas
$2.25M +$92.4K +2,519 +4%
PAG
247
Private Advisor Group
New Jersey
$2.22M -$1.98M -54,076 -46%
KRW
248
Kaufman Rossin Wealth
Florida
$2.21M +$2.28M +62,269 New
FC
249
Family CFO
California
$2.19M +$279K +7,603 +14%
FIM
250
Freedom Investment Management
Connecticut
$2.19M +$25.9K +707 +1%

DFIV Hedge Fund Activity: Q4 2024 in Review

604 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q4 2024, worth a combined $7.13B — up 3.3% from $6.9B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new DFIV positions and 28 closed out — a net gain of 79 holders — while 266 added to existing stakes and 139 trimmed.

The largest buyer was Macquarie Group, opening a new position worth an estimated $207M. The largest seller was Mercer Global Advisors, cutting an estimated $58.6M.

  • 604 institutional investors held Dimensional International Value ETF (DFIV) as of Q4 2024, up from 531 in Q3 2024.
  • Funds reported $7.13B of Dimensional International Value ETF stock for Q4 2024, up 3.3% quarter-over-quarter.
  • 107 funds opened new Dimensional International Value ETF positions in Q4 2024 and 28 closed out, a net change of +79 holders.
  • The largest Dimensional International Value ETF buyer in Q4 2024 was Macquarie Group, an estimated $207M added.
  • The largest Dimensional International Value ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $58.6M sold.

Based on aggregated 13F filings for Q4 2024.