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Dimensional International Value ETF

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: 504531 (+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: 7774 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
AIS
251
American Investment Services
Massachusetts
$1.57M
KF
252
Krilogy Financial
Missouri
$1.56M +$1.04K +28 +0.1%
QHA
253
Quarry Hill Advisors
Minnesota
$1.56M +$1.41K +38 +0.1%
BP
254
BWM Planning
Texas
$1.56M +$1.52M +40,979 New
CSB
255
City State Bank
Iowa
$1.54M +$457K +12,350 +44%
TWP
256
TFO Wealth Partners
Ohio
$1.51M -$11.2K -304 -0.8%
SSWG
257
Seven Springs Wealth Group
Tennessee
$1.5M -$44.4K -1,201 -3%
TFM
258
Trademark Financial Management
Minnesota
$1.49M +$292K +7,896 +25%
AC
259
Applied Capital
Arkansas
$1.48M +$8.73K +236 +0.6%
RJT
260
Raymond James Trust
Florida
$1.44M +$36.3K +981 +3%
GTAM
261
Global Trust Asset Management
Florida
$1.41M -$78.7K -2,127 -5%
VCM
262
Versant Capital Management
Arizona
$1.4M -$143K -3,875 -10%
GAM
263
Gemmer Asset Management
California
$1.35M -$740 -20 -0.1%
LWM
264
LJI Wealth Management
Indiana
$1.33M +$49.9K +1,349 +4%
JSL
265
JT Stratford LLC
Georgia
$1.27M +$6.07K +164 +0.5%
SCM
266
SOL Capital Management
Maryland
$1.23M +$9.62K +260 +0.8%
CTWM
267
Cherry Tree Wealth Management
Minnesota
$1.23M +$30.5K +824 +3%
AWA
268
Acorn Wealth Advisors
Michigan
$1.22M +$1.19M +32,105 New
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$1.21M +$141K +3,806 +14%
WPW
270
Watershed Private Wealth
Illinois
$1.2M -$93K -2,513 -7%
BCM
271
Brookstone Capital Management
Illinois
$1.2M -$9.51K -257 -0.8%
SWA
272
Strata Wealth Advisors
Texas
$1.18M +$183K +4,946 +19%
SOS
273
Silver Oak Securities
Tennessee
$1.18M +$1.14M +30,771 +674%
OIA
274
OneDigital Investment Advisors
Kansas
$1.16M +$629K +17,017 +126%
Baird Financial Group
275
Baird Financial Group
Wisconsin
$1.16M +$25.3K +683 +2%

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.