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Dimensional International Value ETF
DFIV

Overview Fund Activity

484 hedge funds and large institutions have $5.81B invested in Dimensional International Value ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 214 increasing their positions, 152 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+5
Holders Change %
+1.04%
% of All Funds
7.02%
Holding in Top 10
75
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.09%
New
36
Increased
214
Reduced
152
Closed
20
Calls
$15K
Puts
–
Net Calls
+$15K
Net Calls Change
+$1K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$545M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$471M
3
HighTower Advisors
HighTower Advisors
Illinois
$102M
4
FPAS
Focus Partners Advisor Solutions
Missouri
$150M
5
FWP
Falcon Wealth Planning
California
$40.6M

Top Sellers

1
Jane Street
Jane Street
New York
$53.8M
2
CCM
Carlson Capital Management
Minnesota
$3.14M
3
MPM
MBB Public Markets
Illinois
$13.1M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$60.5M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
351
O'Shaughnessy Asset Management
Connecticut
$400K +$79.7K +2,168 +25%
PIWA
352
Prevail Innovative Wealth Advisors
Kansas
$396K -$254K -6,900 -39%
ECM
353
Evergreen Capital Management
Washington
$396K – – –
CFG
354
Citizens Financial Group
Rhode Island
$395K +$1.69K +46 +0.4%
IFWM
355
Institute for Wealth Management
Colorado
$388K +$388K +10,552 New
BSWA
356
Bromfield Sneider Wealth Advisors
Massachusetts
$383K +$32.7K +889 +9%
WP
357
Wealthspan Partners
Iowa
$382K +$118K +3,198 +44%
MWM
358
Mission Wealth Management
California
$379K +$136K +3,706 +56%
SOAG
359
Silver Oak Advisory Group
Oregon
$376K – – –
NFP
360
Narus Financial Partners
Utah
$367K +$956 +26 +0.3%
FNC
361
First National Corp
Massachusetts
$367K – – –
BWG
362
Beta Wealth Group
California
$364K -$104K -2,828 -22%
KA
363
Klingman & Associates
New York
$357K – – –
CSWM
364
Cassady Schiller Wealth Management
Ohio
$356K – – –
RFA
365
RTD Financial Advisors
Pennsylvania
$356K – – –
PIFP
366
Partners in Financial Planning
Virginia
$341K +$67.4K +1,834 +25%
CA
367
Clearstead Advisors
Ohio
$337K -$110K -2,931 -25%
PPP
368
Private Portfolio Partners
New Jersey
$324K -$7.17K -195 -2%
EF
369
Exeter Financial
Arizona
$324K +$736 +20 +0.2%
FS
370
Financial Symmetry
North Carolina
$320K – – –
CRC
371
Curi RMB Capital
Illinois
$313K +$313K +8,506 New
PCMC
372
Private Capital Management (Colorado)
Colorado
$311K – – –
DAS
373
Dynamic Advisor Solutions
Arizona
$311K -$3.53K -96 -1%
LGWM
374
Litman Gregory Wealth Management
California
$311K +$625 +17 +0.2%
FFM
375
Flagstone Financial Management
Nebraska
$309K -$16.8K -457 -5%
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15
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