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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
FNC
351
First National Corp
Massachusetts
$367K +$348K +10,678 New
SIC
352
Samalin Investment Counsel
New York
$362K +$18K +552 +6%
QCM
353
Quantinno Capital Management
New York
$362K -$81.1K -2,486 -19%
CA
354
Cetera Advisors
Colorado
$361K +$343K +10,509 New
SOAG
355
Silver Oak Advisory Group
Oregon
$351K +$2.81K +86 +0.8%
NFP
356
Narus Financial Partners
Utah
$342K +$89.1K +2,730 +38%
KA
357
Klingman & Associates
New York
$334K
BCI
358
Brinker Capital Investments
Pennsylvania
$334K -$63K -1,932 -17%
OPS
359
Orion Portfolio Solutions
Nebraska
$334K -$63K -1,932 -17%
CSWM
360
Cassady Schiller Wealth Management
Ohio
$333K
RFA
361
RTD Financial Advisors
Pennsylvania
$333K
BSWA
362
Bromfield Sneider Wealth Advisors
Massachusetts
$328K +$2.28K +70 +0.7%
HA
363
Herold Advisors
New York
$314K +$298K +9,126 New
PPP
364
Private Portfolio Partners
New Jersey
$310K
FFM
365
Flagstone Financial Management
Nebraska
$305K -$7.41K -227 -2%
EF
366
Exeter Financial
Arizona
$300K +$2.77K +85 +1%
OSAM
367
O'Shaughnessy Asset Management
Connecticut
$299K +$212K +6,506 +295%
FS
368
Financial Symmetry
North Carolina
$299K +$284K +8,701 New
OC
369
Oakworth Capital
Alabama
$295K
DAS
370
Dynamic Advisor Solutions
Arizona
$294K +$555 +17 +0.2%
SWM
371
Seaside Wealth Management
California
$294K +$2.58K +79 +0.9%
CWM
372
Curi Wealth Management
North Carolina
$292K +$2.54K +78 +0.9%
PCMC
373
Private Capital Management (Colorado)
Colorado
$291K +$248K +7,615 +889%
LGWM
374
Litman Gregory Wealth Management
California
$290K -$29K -888 -10%
WP
375
Westmount Partners
California
$290K

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.