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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 %
GTAM
251
Global Trust Asset Management
Florida
$1.36M -$93.7K -2,728 -6%
KCM
252
Kaye Capital Management
California
$1.33M +$1.33M +39,721 New
CAC
253
Certified Advisory Corp
Florida
$1.23M +$17.6K +513 +1%
AWM
254
Able Wealth Management
New Jersey
$1.23M +$1.23M +35,870 New
RJT
255
Raymond James Trust
Florida
$1.23M +$1.23M +35,787 New
LC
256
Legacy CG
Texas
$1.21M +$1.21M +35,164 New
AQR Capital Management
257
AQR Capital Management
Connecticut
$1.13M +$1.13M +32,812 New
MWM
258
Mattern Wealth Management
Kansas
$1.12M +$177K +5,160 +19%
CTWM
259
Cherry Tree Wealth Management
Minnesota
$1.11M -$15.9K -464 -1%
RPG
260
Resource Planning Group
Georgia
$1.11M +$1.11M +32,204 New
CAL
261
Capital Analysts LLC
Pennsylvania
$1.09M +$22.5K +655 +2%
NA
262
NewEdge Advisors
Louisiana
$1.09M +$1.08M +32,093 +10,386%
Comerica Bank
263
Comerica Bank
Texas
$1.07M +$819K +23,830 +320%
VFA
264
Valeo Financial Advisors
Indiana
$1.06M +$7.8K +227 +0.7%
TFM
265
Trademark Financial Management
Minnesota
$1.04M +$1.04M +30,264 New
LWM
266
LJI Wealth Management
Indiana
$1.02M +$24.3K +706 +2%
Baird Financial Group
267
Baird Financial Group
Wisconsin
$1.02M +$153K +4,442 +18%
EIG
268
Ellenbecker Investment Group
Wisconsin
$1.01M -$122K -3,553 -11%
LFS
269
Lutz Financial Services
Nebraska
$990K -$756 -22 -0.1%
RCAG
270
Rehmann Capital Advisory Group
Michigan
$982K +$246K +7,169 +33%
CFO
271
Collective Family Office
Pennsylvania
$965K +$250K +7,283 +35%
2L
272
25 LLC
Missouri
$949K +$4.26K +124 +0.5%
JFG
273
JMG Financial Group
Illinois
$922K -$155K -4,503 -14%
JSL
274
JT Stratford LLC
Georgia
$906K -$3.06K -89 -0.3%
MWA
275
Mills Wealth Advisors
Texas
$886K +$15.8K +460 +2%
9 10
11
12 13