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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
$359M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$341M
5
CWS
Confluence Wealth Services
Pennsylvania
$33.1M

Top Sellers

1
Jane Street
Jane Street
New York
$139M
2
SIS
Strategic Investment Solutions
Illinois
$5.15M
3
FPAS
Focus Partners Advisor Solutions
Missouri
$75M
4
I
INVST
Indiana
$0
5
BSW
Buckingham Strategic Wealth
Missouri
$379M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
326
Belpointe Asset Management
Nevada
$460K +$3.37K +98 +0.7%
ASN
327
Advisory Services Network
Georgia
$454K +$8.08K +235 +2%
TFO
328
Tarbox Family Office
California
$453K +$4.36K +127 +1%
PAS
329
Park Avenue Securities
New York
$442K +$55.5K +1,613 +14%
IAG
330
Investment Advisory Group
Massachusetts
$441K +$166K +4,819 +60%
BWG
331
Beta Wealth Group
California
$437K -$20.7K -602 -5%
RIP
332
RAM Investment Partners
Washington
$431K +$43K +1,251 +11%
VCM
333
Vision Capital Management
Oregon
$426K +$426K +12,397 New
FFWA
334
Forthright Family Wealth Advisory
Texas
$425K +$425K +12,378 New
CAM
335
Clark Asset Management
New Hampshire
$417K – – –
CA
336
Clearstead Advisors
Ohio
$409K +$409K +11,917 New
OCPWS
337
One Charles Private Wealth Services
Massachusetts
$403K +$403K +11,721 New
HA
338
Hanover Advisors
South Carolina
$400K +$400K +11,654 New
RCM
339
RB Capital Management
Nevada
$399K -$7.9K -230 -2%
IA
340
IFG Advisors
Missouri
$395K -$138K -4,007 -26%
WW
341
Waterfront Wealth
Kansas
$391K – – –
GAM
342
Gemmer Asset Management
California
$391K – – –
Fifth Third Bancorp
343
Fifth Third Bancorp
Ohio
$389K -$6.05K -176 -2%
BFPW
344
BOK Financial Private Wealth
Colorado
$384K -$69.6K -2,025 -15%
MGIA
345
Moneta Group Investment Advisors
Missouri
$382K -$95.2K -2,771 -20%
TP
346
Tranquility Partners
Tennessee
$379K -$60.2K -1,751 -14%
ECM
347
Evergreen Capital Management
Washington
$370K +$9.96K +290 +3%
CFG
348
Citizens Financial Group
Rhode Island
$368K +$3.57K +104 +1%
FNC
349
First National Corp
Massachusetts
$367K +$367K +10,678 New
SIC
350
Samalin Investment Counsel
New York
$362K +$19K +552 +6%
12 13
14
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