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Dimensional International Value ETF
DFIV

Overview Fund Activity

480 hedge funds and large institutions have $5.21B invested in Dimensional International Value ETF in 2023 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 207 increasing their positions, 132 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
+64
Holders Change %
+15.38%
% of All Funds
7.04%
Holding in Top 10
75
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.35%
% of All Funds
1.1%
New
89
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 %
SIC
351
Samalin Investment Counsel
New York
$362K +$19K +552 +6%
QCM
352
Quantinno Capital Management
New York
$362K -$85.5K -2,486 -19%
CA
353
Cetera Advisors
Colorado
$361K +$361K +10,509 New
SOAG
354
Silver Oak Advisory Group
Oregon
$351K +$2.96K +86 +0.8%
NFP
355
Narus Financial Partners
Utah
$342K +$93.8K +2,730 +38%
KA
356
Klingman & Associates
New York
$334K – – –
OPS
357
Orion Portfolio Solutions
Nebraska
$334K -$66.7K -1,932 -17%
BCI
358
Brinker Capital Investments
Pennsylvania
$334K -$66.7K -1,932 -17%
CSWM
359
Cassady Schiller Wealth Management
Ohio
$333K – – –
RFA
360
RTD Financial Advisors
Pennsylvania
$333K – – –
BSWA
361
Bromfield Sneider Wealth Advisors
Massachusetts
$328K +$2.41K +70 +0.7%
HA
362
Herold Advisors
New York
$314K +$314K +9,126 New
PPP
363
Private Portfolio Partners
New Jersey
$310K – – –
FFM
364
Flagstone Financial Management
Nebraska
$305K -$7.8K -227 -2%
EF
365
Exeter Financial
Arizona
$300K +$2.9K +85 +1%
OSAM
366
O'Shaughnessy Asset Management
Connecticut
$299K +$224K +6,506 +295%
FS
367
Financial Symmetry
North Carolina
$299K +$299K +8,701 New
OC
368
Oakworth Capital
Alabama
$295K – – –
DAS
369
Dynamic Advisor Solutions
Arizona
$294K +$583 +17 +0.2%
SWM
370
Seaside Wealth Management
California
$294K +$2.71K +79 +0.9%
CWM
371
Curi Wealth Management
North Carolina
$292K +$2.68K +78 +0.9%
PCMC
372
Private Capital Management (Colorado)
Colorado
$291K +$262K +7,615 +889%
LGWM
373
Litman Gregory Wealth Management
California
$290K -$30.5K -888 -10%
WP
374
Westmount Partners
California
$290K – – –
PFP
375
Pinnacle Financial Partners
Tennessee
$286K +$286K +8,335 New
13 14
15
16 17