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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 %
PCA
301
Prosperity Capital Advisors
Ohio
$609K +$60.5K +1,760 +11%
PIWA
302
Prevail Innovative Wealth Advisors
Kansas
$608K +$1.68K +49 +0.3%
NL
303
NWAM LLC
Washington
$603K -$36.9K -1,074 -6%
PP
304
PrairieView Partners
Minnesota
$601K -$14.2K -413 -2%
KeyBank National Association
305
KeyBank National Association
Ohio
$598K – – –
UA
306
Unison Advisors
District of Columbia
$594K -$19.2K -559 -3%
AFS
307
Annapolis Financial Services
Maryland
$575K -$9.24K -269 -2%
MA
308
Montag & Associates
Georgia
$566K +$5.22K +152 +0.9%
BJL
309
Brighton Jones LLC
Washington
$566K -$118K -3,438 -17%
MGW
310
MB Generational Wealth
Washington
$553K +$553K +16,083 New
VWA
311
Valued Wealth Advisors
Utah
$552K +$552K +16,924 New
AWP
312
Abacus Wealth Partners
California
$549K – – –
AA
313
Alesco Advisors
New York
$545K – – –
SAM
314
Smartleaf Asset Management
Massachusetts
$542K +$542K +15,758 New
BP
315
Ballentine Partners
Massachusetts
$526K – – –
IF
316
Ironwood Financial
Arizona
$523K -$23.8K -693 -4%
AWA
317
Archvest Wealth Advisors
California
$510K +$510K +14,857 New
HWM
318
Hemington Wealth Management
Virginia
$505K -$3.5K -102 -0.7%
TFA
319
TPG Financial Advisors
Oregon
$504K +$504K +14,605 New
BCM
320
Blume Capital Management
California
$486K – – –
US Bancorp
321
US Bancorp
Minnesota
$483K -$859 -25 -0.2%
FOA
322
Five Oceans Advisors
California
$480K -$163K -4,740 -25%
HFS
323
Heritage Financial Services
Massachusetts
$474K – – –
MSF
324
Mustard Seed Financial
Arkansas
$473K +$473K +13,754 New
OIA
325
OneDigital Investment Advisors
Kansas
$471K +$471K +13,707 New
11 12
13
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