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Dimensional International Value ETF
DFIV

504 hedge funds and large institutions have $6.17B invested in Dimensional International Value ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 236 increasing their positions, 136 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 27

74% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 136

6% more capital invested

Capital invested by funds: $5.82B → $6.17B (+$347M)

4% more funds holding

Funds holding: 486 → 504 (+18)

3% more funds holding in top 10

Funds holding in top 10: 75 → 77 (+2)

2.11% more ownership

Funds ownership: 81.87% → 83.98% (+2.1%)

Holders
504
Holders Change
+18
Holders Change %
+3.7%
% of All Funds
7.28%
Holding in Top 10
77
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.67%
% of All Funds
1.11%
New
50
Increased
236
Reduced
136
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$91.7M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$69.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$67.5M
4
FG
Foster Group
Iowa
+$60M
5
Creative Planning
Creative Planning
Kansas
+$37.6M

Top Sellers

1
RVPG
Relative Value Partners Group
-$34.5M
2
EF
Empowered Funds
Pennsylvania
-$23.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$8.19M
4
FCAS
First Command Advisory Services
Texas
-$7.04M
5
NEWAS
N.E.W. Advisory Services
Wisconsin
-$5.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIP
351
RAM Investment Partners
Washington
$440K – – –
CAM
352
Clark Asset Management
New Hampshire
$436K – – –
FOA
353
Five Oceans Advisors
California
$428K -$76K -2,064 -15%
KCM
354
Kathmere Capital Management
Pennsylvania
$424K +$435K +11,808 New
OCPWS
355
One Charles Private Wealth Services
Massachusetts
$421K – – –
ZIM
356
Zacks Investment Management
Illinois
$418K +$148K +4,027 +53%
HA
357
Hanover Advisors
South Carolina
$413K -$64.3K -1,745 -13%
BJL
358
Brighton Jones LLC
Washington
$410K -$12.3K -335 -3%
WW
359
Waterfront Wealth
Kansas
$409K – – –
PIWA
360
Prevail Innovative Wealth Advisors
Kansas
$408K +$20.5K +558 +5%
PAS
361
Park Avenue Securities
New York
$406K -$51K -1,385 -11%
BFPW
362
BOK Financial Private Wealth
Colorado
$402K – – –
SIC
363
Samalin Investment Counsel
New York
$400K -$2.98K -81 -0.7%
FNC
364
First National Corp
Massachusetts
$394K +$10.5K +285 +3%
CFG
365
Citizens Financial Group
Rhode Island
$394K +$7.84K +213 +2%
VCM
366
Vision Capital Management
Oregon
$393K – – –
ECM
367
Evergreen Capital Management
Washington
$387K – – –
IC
368
IEQ Capital
California
$382K +$392K +10,632 New
BOSSRA
369
B.O.S.S. Retirement Advisors
Utah
$381K +$174K +4,722 +80%
WP
370
Wealthspan Partners
Iowa
$381K +$7.29K +198 +2%
IFWM
371
Institute for Wealth Management
Colorado
$379K – – –
EA
372
Eclectic Associates
California
$369K +$378K +10,276 New
SOAG
373
Silver Oak Advisory Group
Oregon
$366K – – –
FFWA
374
Forthright Family Wealth Advisory
Texas
$360K -$63.8K -1,733 -15%
SSB
375
Sandy Spring Bank
Maryland
$355K +$117K +3,166 +47%
13 14
15
16 17

DFIV Hedge Fund Activity: Q2 2024 in Review

504 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q2 2024, worth a combined $6.17B — up 6% from $5.82B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new DFIV positions and 27 closed out — a net gain of 23 holders — while 236 added to existing stakes and 136 trimmed.

The largest buyer was Jane Street, adding an estimated $91.7M. The largest seller was Relative Value Partners Group, exiting entirely with an estimated $34.5M sold.

  • 504 institutional investors held Dimensional International Value ETF (DFIV) as of Q2 2024, up from 486 in Q1 2024.
  • Funds reported $6.17B of Dimensional International Value ETF stock for Q2 2024, up 6% quarter-over-quarter.
  • 50 funds opened new Dimensional International Value ETF positions in Q2 2024 and 27 closed out, a net change of +23 holders.
  • The largest Dimensional International Value ETF buyer in Q2 2024 was Jane Street, an estimated $91.7M added.
  • The largest Dimensional International Value ETF seller in Q2 2024 was Relative Value Partners Group, an estimated $34.5M sold.

Based on aggregated 13F filings for Q2 2024.