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Dimensional International Value ETF

481 hedge funds and large institutions have $5.22B invested in Dimensional International Value ETF in 2023 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 208 increasing their positions, 132 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 21

58% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 132

15% more funds holding

Funds holding: 417481 (+64)

9% more capital invested

Capital invested by funds: $4.79B → $5.22B (+$429M)

1% more funds holding in top 10

Funds holding in top 10: 7475 (+1)

0.93% less ownership

Funds ownership: 82.38%81.46% (-0.93%)

Holders
481
Holders Change
+64
Holders Change %
+15.35%
% of All Funds
7.01%
Holding in Top 10
75
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.35%
% of All Funds
1.09%
New
89
Increased
208
Reduced
132
Closed
21
Calls
$14K
Puts
Net Calls
+$14K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
276
Mills Wealth Advisors
Texas
$886K +$15K +460 +2%
SWA
277
Strata Wealth Advisors
Texas
$881K -$1.33M -40,683 -61%
MW
278
Marcum Wealth
Ohio
$848K +$5.87K +180 +0.7%
QFA
279
Quantum Financial Advisors
California
$839K
FWTB
280
First Western Trust Bank
Colorado
$831K
PP
281
Prosperity Planning
Missouri
$825K +$53.7K +1,645 +7%
BTWM
282
Baker Tilly Wealth Management
Wisconsin
$788K -$2.42K -74 -0.3%
EWA
283
Encompass Wealth Advisors
Oregon
$774K +$37.3K +1,144 +5%
CCA
284
Clarity Capital Advisors
Florida
$759K +$721K +22,097 New
Bank of New York Mellon
285
Bank of New York Mellon
New York
$745K +$3.2K +98 +0.5%
SPI
286
Sutton Place Investors
New York
$744K -$13.3K -407 -2%
LFA
287
Level Financial Advisors
New York
$730K -$4.93K -151 -0.7%
DI
288
DFPG Investments
Utah
$712K -$200K -6,128 -23%
Janney Montgomery Scott
289
Janney Montgomery Scott
Pennsylvania
$695K +$22.9K +703 +4%
SOS
290
Silver Oak Securities
Tennessee
$693K +$509K +15,591 +341%
DWT
291
Dorsey & Whitney Trust
South Dakota
$687K +$114K +3,496 +21%
RPCA
292
Running Point Capital Advisors
California
$687K +$6.23K +191 +1%
ADL
293
Asset Dedication LLC
California
$674K +$19.9K +609 +3%
ASI
294
Advisory Services & Investments
Oregon
$649K -$64.9K -1,989 -10%
CIAS
295
Capital Investment Advisory Services
North Carolina
$647K -$12.8K -391 -2%
NHC
296
Nicholas Hoffman & Company
Georgia
$647K
SCM
297
SOL Capital Management
Maryland
$640K +$148K +4,550 +32%
DADC
298
D.A. Davidson & Co
Montana
$635K -$41.1K -1,260 -6%
SFG
299
Sovereign Financial Group
Connecticut
$619K +$62.1K +1,904 +12%
ZF
300
Zhang Financial
Michigan
$618K -$48.2K -1,476 -8%

DFIV Hedge Fund Activity: Q4 2023 in Review

481 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q4 2023, worth a combined $5.22B — up 9% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new DFIV positions and 21 closed out — a net gain of 68 holders — while 208 added to existing stakes and 132 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $155M. The largest seller was Jane Street, cutting an estimated $140M.

  • 481 institutional investors held Dimensional International Value ETF (DFIV) as of Q4 2023, up from 417 in Q3 2023.
  • Funds reported $5.22B of Dimensional International Value ETF stock for Q4 2023, up 9% quarter-over-quarter.
  • 89 funds opened new Dimensional International Value ETF positions in Q4 2023 and 21 closed out, a net change of +68 holders.
  • The largest Dimensional International Value ETF buyer in Q4 2023 was PNC Financial Services Group, an estimated $155M added.
  • The largest Dimensional International Value ETF seller in Q4 2023 was Jane Street, an estimated $140M sold.

Based on aggregated 13F filings for Q4 2023.