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Dimensional International Value ETF
DFIV

Overview Fund Activity

528 hedge funds and large institutions have $6.88B invested in Dimensional International Value ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 242 increasing their positions, 147 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
528
Holders Change
+27
Holders Change %
+5.39%
% of All Funds
7.64%
Holding in Top 10
74
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.9%
% of All Funds
1.07%
New
47
Increased
242
Reduced
147
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$429M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$721M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$734M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$47.7M
5
KIM
5
Kestra Investment Management
Texas
$40.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$16.6M
2
FWP
2
Falcon Wealth Planning
California
$43.2M
3
MHS
3
M Holdings Securities
Oregon
$0
4
I
4
INVST
Indiana
$0
5
WAM
5
WNY Asset Management
New York
$298K
Name Holding Trade Value Shares
Change 		Shares
Change %
QHA
251
Quarry Hill Advisors
Minnesota
$1.56M +$1.45K +38 +0.1%
BP
252
BWM Planning
Texas
$1.56M +$1.56M +40,979 New
CSB
253
City State Bank
Iowa
$1.54M +$470K +12,350 +44%
TWP
254
TFO Wealth Partners
Ohio
$1.51M -$11.6K -304 -0.8%
SSWG
255
Seven Springs Wealth Group
Tennessee
$1.5M -$45.7K -1,201 -3%
TFM
256
Trademark Financial Management
Minnesota
$1.49M +$301K +7,896 +25%
AC
257
Applied Capital
Arkansas
$1.48M +$8.99K +236 +0.6%
RJT
258
Raymond James Trust
Florida
$1.44M +$37.4K +981 +3%
GTAM
259
Global Trust Asset Management
Florida
$1.41M -$81K -2,127 -5%
VCM
260
Versant Capital Management
Arizona
$1.4M -$148K -3,875 -10%
GAM
261
Gemmer Asset Management
California
$1.35M -$762 -20 -0.1%
LWM
262
LJI Wealth Management
Indiana
$1.33M +$51.4K +1,349 +4%
JSL
263
JT Stratford LLC
Georgia
$1.27M +$6.25K +164 +0.5%
SCM
264
SOL Capital Management
Maryland
$1.23M +$9.9K +260 +0.8%
CTWM
265
Cherry Tree Wealth Management
Minnesota
$1.23M +$31.4K +824 +3%
AWA
266
Acorn Wealth Advisors
Michigan
$1.22M +$1.22M +32,105 New
Fifth Third Bancorp
267
Fifth Third Bancorp
Ohio
$1.21M +$145K +3,806 +14%
WPW
268
Watershed Private Wealth
Illinois
$1.2M -$95.7K -2,513 -7%
BCM
269
Brookstone Capital Management
Illinois
$1.2M -$9.79K -257 -0.8%
SWA
270
Strata Wealth Advisors
Texas
$1.18M +$188K +4,946 +19%
SOS
271
Silver Oak Securities
Tennessee
$1.18M +$1.02M +30,771 +674%
OIA
272
OneDigital Investment Advisors
Kansas
$1.16M +$648K +17,017 +126%
Baird Financial Group
273
Baird Financial Group
Wisconsin
$1.16M +$26K +683 +2%
AAS
274
Avantax Advisory Services
Texas
$1.12M +$41.3K +1,085 +4%
LFA
275
Legacy Financial Advisors
Kentucky
$1.09M +$109K +2,857 +11%
9 10
11
12 13