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Dimensional International Value ETF

486 hedge funds and large institutions have $5.82B invested in Dimensional International Value ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 216 increasing their positions, 152 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

42% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 152

12% more capital invested

Capital invested by funds: $5.22B → $5.82B (+$602M)

1% more funds holding

Funds holding: 481486 (+5)

0.42% more ownership

Funds ownership: 81.46%81.87% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 7575 (0)

Holders
486
Holders Change
+5
Holders Change %
+1.04%
% of All Funds
7%
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.08%
New
36
Increased
216
Reduced
152
Closed
20
Calls
$15K
Puts
Net Calls
+$15K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
351
Gemmer Asset Management
California
$405K -$12.3K -355 -3%
VCM
352
Vision Capital Management
Oregon
$402K -$50.8K -1,466 -12%
OSAM
353
O'Shaughnessy Asset Management
Connecticut
$400K +$75.1K +2,168 +25%
PIWA
354
Prevail Innovative Wealth Advisors
Kansas
$396K -$239K -6,900 -39%
ECM
355
Evergreen Capital Management
Washington
$396K
CFG
356
Citizens Financial Group
Rhode Island
$395K +$1.59K +46 +0.4%
IFWM
357
Institute for Wealth Management
Colorado
$388K +$366K +10,552 New
BSWA
358
Bromfield Sneider Wealth Advisors
Massachusetts
$383K +$30.8K +889 +9%
WP
359
Wealthspan Partners
Iowa
$382K +$111K +3,198 +44%
MWM
360
Mission Wealth Management
California
$379K +$128K +3,706 +56%
SOAG
361
Silver Oak Advisory Group
Oregon
$376K
NFP
362
Narus Financial Partners
Utah
$367K +$901 +26 +0.3%
FNC
363
First National Corp
Massachusetts
$367K
BWG
364
Beta Wealth Group
California
$364K -$98K -2,828 -22%
KA
365
Klingman & Associates
New York
$357K
CSWM
366
Cassady Schiller Wealth Management
Ohio
$356K
RFA
367
RTD Financial Advisors
Pennsylvania
$356K
PIFP
368
Partners in Financial Planning
Virginia
$341K +$63.6K +1,834 +25%
CA
369
Clearstead Advisors
Ohio
$337K -$102K -2,931 -25%
PPP
370
Private Portfolio Partners
New Jersey
$324K -$6.76K -195 -2%
EF
371
Exeter Financial
Arizona
$324K +$693 +20 +0.2%
FS
372
Financial Symmetry
North Carolina
$320K
CRC
373
Curi RMB Capital
Illinois
$313K +$295K +8,506 New
PCMC
374
Private Capital Management (Colorado)
Colorado
$311K
DAS
375
Dynamic Advisor Solutions
Arizona
$311K -$3.33K -96 -1%