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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
MSF
326
Mustard Seed Financial
Arkansas
$473K +$449K +13,754 New
OIA
327
OneDigital Investment Advisors
Kansas
$471K +$447K +13,707 New
BAM
328
Belpointe Asset Management
Nevada
$460K +$3.2K +98 +0.7%
ASN
329
Advisory Services Network
Georgia
$454K +$7.67K +235 +2%
TFO
330
Tarbox Family Office
California
$453K +$4.14K +127 +1%
PAS
331
Park Avenue Securities
New York
$442K +$52.6K +1,613 +14%
IAG
332
Investment Advisory Group
Massachusetts
$441K +$157K +4,819 +60%
BWG
333
Beta Wealth Group
California
$437K -$19.6K -602 -5%
RIP
334
RAM Investment Partners
Washington
$431K +$40.8K +1,251 +11%
VCM
335
Vision Capital Management
Oregon
$426K +$405K +12,397 New
FFWA
336
Forthright Family Wealth Advisory
Texas
$425K +$404K +12,378 New
CAM
337
Clark Asset Management
New Hampshire
$417K
CA
338
Clearstead Advisors
Ohio
$409K +$389K +11,917 New
OCPWS
339
One Charles Private Wealth Services
Massachusetts
$403K +$382K +11,721 New
HA
340
Hanover Advisors
South Carolina
$400K +$380K +11,654 New
RCM
341
RB Capital Management
Nevada
$399K -$7.5K -230 -2%
IA
342
IFG Advisors
Missouri
$395K -$131K -4,007 -26%
WW
343
Waterfront Wealth
Kansas
$391K
GAM
344
Gemmer Asset Management
California
$391K
Fifth Third Bancorp
345
Fifth Third Bancorp
Ohio
$389K -$5.74K -176 -2%
BFPW
346
BOK Financial Private Wealth
Colorado
$384K -$66.1K -2,025 -15%
MGIA
347
Moneta Group Investment Advisors
Missouri
$382K -$90.4K -2,771 -20%
TP
348
Tranquility Partners
Tennessee
$379K -$57.1K -1,751 -14%
ECM
349
Evergreen Capital Management
Washington
$370K +$9.46K +290 +3%
CFG
350
Citizens Financial Group
Rhode Island
$368K +$3.39K +104 +1%

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.