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Dimensional International Value ETF

604 hedge funds and large institutions have $7.13B invested in Dimensional International Value ETF in 2024 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 266 increasing their positions, 139 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 28

91% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 139

20% more funds holding in top 10

Funds holding in top 10: 7489 (+15)

14% more funds holding

Funds holding: 531604 (+73)

3.17% more ownership

Funds ownership: 85.07%88.23% (+3.2%)

3% more capital invested

Capital invested by funds: $6.9B → $7.13B (+$230M)

Holders
604
Holders Change
+73
Holders Change %
+13.75%
% of All Funds
7.96%
Holding in Top 10
89
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+20.27%
% of All Funds
1.17%
New
107
Increased
266
Reduced
139
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
326
Comerica Bank
Texas
$936K
KCM
327
Kaye Capital Management
California
$931K +$7.59K +207 +0.8%
NA
328
Nautilus Advisors
California
$923K +$954K +26,012 New
MW
329
Marcum Wealth
Ohio
$902K +$7K +191 +0.8%
LI
330
LRI Investments
Florida
$901K +$1.98K +54 +0.2%
DWT
331
Dorsey & Whitney Trust
South Dakota
$887K +$113K +3,071 +14%
MA
332
McGrath & Associates
North Carolina
$887K +$916K +24,990 New
MWA
333
Mills Wealth Advisors
Texas
$879K -$12.8K -350 -1%
CWA
334
CogentBlue Wealth Advisors
Tennessee
$867K +$896K +24,428 New
CCA
335
Clarity Capital Advisors
Florida
$866K +$8.84K +241 +1%
AllianceBernstein
336
AllianceBernstein
Tennessee
$861K +$890K +24,272 New
EWA
337
Encompass Wealth Advisors
Oregon
$851K +$27.8K +759 +3%
OAS
338
Optivise Advisory Services
Tennessee
$839K +$9.61K +262 +1%
IAG
339
Investment Advisory Group
Massachusetts
$837K +$309K +8,424 +56%
SFG
340
Sovereign Financial Group
Connecticut
$833K -$37.1K -1,011 -4%
LAMC
341
Longview Asset Management (California)
California
$822K +$850K +23,179 New
PP
342
Prosperity Planning
Missouri
$822K -$6.64K -181 -0.8%
FWTB
343
First Western Trust Bank
Colorado
$817K
GS
344
GTS Securities
New York
$809K +$836K +22,789 New
SA
345
Sunesis Advisors
Kansas
$804K
BTWM
346
Baker Tilly Wealth Management
Wisconsin
$775K
US Bancorp
347
US Bancorp
Minnesota
$766K +$84.6K +2,308 +12%
DADC
348
D.A. Davidson & Co
Montana
$764K +$45.1K +1,231 +6%
EFP
349
Elser Financial Planning
Indiana
$763K +$503K +13,710 +176%
LFA
350
Level Financial Advisors
New York
$752K -$31.6K -862 -4%

DFIV Hedge Fund Activity: Q4 2024 in Review

604 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q4 2024, worth a combined $7.13B — up 3.3% from $6.9B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new DFIV positions and 28 closed out — a net gain of 79 holders — while 266 added to existing stakes and 139 trimmed.

The largest buyer was Macquarie Group, opening a new position worth an estimated $207M. The largest seller was Mercer Global Advisors, cutting an estimated $58.6M.

  • 604 institutional investors held Dimensional International Value ETF (DFIV) as of Q4 2024, up from 531 in Q3 2024.
  • Funds reported $7.13B of Dimensional International Value ETF stock for Q4 2024, up 3.3% quarter-over-quarter.
  • 107 funds opened new Dimensional International Value ETF positions in Q4 2024 and 28 closed out, a net change of +79 holders.
  • The largest Dimensional International Value ETF buyer in Q4 2024 was Macquarie Group, an estimated $207M added.
  • The largest Dimensional International Value ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $58.6M sold.

Based on aggregated 13F filings for Q4 2024.