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Dimensional International Value ETF
DFIV

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: 504 → 531 (+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: 77 → 74 (-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
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$416M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$159M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$99.2M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$46.5M
5
KIM
Kestra Investment Management
Texas
+$39.4M

Top Sellers

1
Jane Street
Jane Street
New York
-$130M
2
FWP
Falcon Wealth Planning
California
-$25.1M
3
MHS
M Holdings Securities
Oregon
-$24.2M
4
I
INVST
Indiana
-$20.2M
5
WAM
WNY Asset Management
New York
-$6.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
276
Avantax Advisory Services
Texas
$1.12M +$40.1K +1,085 +4%
LFA
277
Legacy Financial Advisors
Kentucky
$1.09M +$106K +2,857 +11%
LFS
278
Lutz Financial Services
Nebraska
$1.08M -$1.55K -42 -0.1%
Bank of New York Mellon
279
Bank of New York Mellon
New York
$1.08M -$78.4K -2,119 -7%
RCAG
280
Rehmann Capital Advisory Group
Michigan
$1.08M -$9.21K -249 -0.9%
2L
281
25 LLC
Missouri
$1.06M +$3K +81 +0.3%
CFO
282
Collective Family Office
Pennsylvania
$1.05M -$19.3K -521 -2%
EA
283
Eclectic Associates
California
$1.05M +$640K +17,290 +168%
QCM
284
Quantinno Capital Management
New York
$1.03M +$363K +9,805 +57%
VFA
285
Valeo Financial Advisors
Indiana
$1.01M -$130K -3,501 -12%
Comerica Bank
286
Comerica Bank
Texas
$1M – – –
KCM
287
Kaye Capital Management
California
$991K -$33.7K -912 -3%
CPIG
288
Chicago Partners Investment Group
Illinois
$971K -$644K -17,419 -40%
MW
289
Marcum Wealth
Ohio
$960K +$4.37K +118 +0.5%
MWA
290
Mills Wealth Advisors
Texas
$957K -$24.5K -662 -3%
Janney Montgomery Scott
291
Janney Montgomery Scott
Pennsylvania
$950K +$94.5K +2,555 +11%
SFG
292
Sovereign Financial Group
Connecticut
$932K +$24.9K +674 +3%
CCA
293
Clarity Capital Advisors
Florida
$921K +$16.5K +446 +2%
LI
294
LRI Investments
Florida
$916K +$937K +25,332 New
FTS
295
Fifth Third Securities
Ohio
$909K -$418K -11,292 -32%
OAS
296
Optivise Advisory Services
Tennessee
$890K -$68.5K -1,853 -7%
PP
297
Prosperity Planning
Missouri
$889K -$333 -9 -0%
EWA
298
Encompass Wealth Advisors
Oregon
$884K -$3.88K -105 -0.5%
FWTB
299
First Western Trust Bank
Colorado
$877K -$41.8K -1,130 -5%
AWA
300
Archvest Wealth Advisors
California
$871K +$72.8K +1,967 +11%
10 11
12
13 14

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.