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Dimensional International Value ETF
DFIV

Overview Fund Activity

479 hedge funds and large institutions have $5.21B invested in Dimensional International Value ETF in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 207 increasing their positions, 132 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+63
Holders Change %
+15.14%
% of All Funds
7.02%
Holding in Top 10
75
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.35%
% of All Funds
1.1%
New
88
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 %
MW
276
Marcum Wealth
Ohio
$848K +$6.19K +180 +0.7%
QFA
277
Quantum Financial Advisors
California
$839K – – –
FWTB
278
First Western Trust Bank
Colorado
$831K – – –
PP
279
Prosperity Planning
Missouri
$825K +$56.5K +1,645 +7%
BTWM
280
Baker Tilly Wealth Management
Wisconsin
$788K -$2.54K -74 -0.3%
EWA
281
Encompass Wealth Advisors
Oregon
$774K +$39.3K +1,144 +5%
CCA
282
Clarity Capital Advisors
Florida
$759K +$759K +22,097 New
Bank of New York Mellon
283
Bank of New York Mellon
New York
$745K +$3.37K +98 +0.5%
SPI
284
Sutton Place Investors
New York
$744K -$14K -407 -2%
LFA
285
Level Financial Advisors
New York
$730K -$5.19K -151 -0.7%
DI
286
DFPG Investments
Utah
$712K -$208K -6,128 -23%
Janney Montgomery Scott
287
Janney Montgomery Scott
Pennsylvania
$695K +$24.1K +703 +4%
SOS
288
Silver Oak Securities
Tennessee
$693K +$536K +15,591 +341%
DWT
289
Dorsey & Whitney Trust
South Dakota
$687K +$120K +3,496 +21%
RPCA
290
Running Point Capital Advisors
California
$687K +$6.56K +191 +1%
ADL
291
Asset Dedication LLC
California
$674K +$20.9K +609 +3%
ASI
292
Advisory Services & Investments
Oregon
$649K -$68.3K -1,989 -10%
CIAS
293
Capital Investment Advisory Services
North Carolina
$647K -$13.4K -391 -2%
NHC
294
Nicholas Hoffman & Company
Georgia
$647K – – –
SCM
295
SOL Capital Management
Maryland
$640K +$156K +4,550 +32%
DADC
296
D.A. Davidson & Co
Montana
$635K -$43.3K -1,260 -6%
SFG
297
Sovereign Financial Group
Connecticut
$619K +$65.4K +1,904 +12%
ZF
298
Zhang Financial
Michigan
$618K -$50.7K -1,476 -8%
GLA
299
Good Life Advisors
Pennsylvania
$612K +$9.28K +270 +2%
LNC
300
Lincoln National Corp
Pennsylvania
$610K +$41.6K +1,212 +7%
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