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Dimensional International Value ETF
DFIV

Overview Fund Activity

501 hedge funds and large institutions have $6.16B invested in Dimensional International Value ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 234 increasing their positions, 136 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+17
Holders Change %
+3.51%
% of All Funds
7.29%
Holding in Top 10
77
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.67%
% of All Funds
1.12%
New
49
Increased
234
Reduced
136
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$142M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$527M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$553M
4
FG
Foster Group
Iowa
$128M
5
Creative Planning
Creative Planning
Kansas
$130M

Top Sellers

1
RVPG
Relative Value Partners Group
$0
2
EF
Empowered Funds
Pennsylvania
$0
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
FCAS
First Command Advisory Services
Texas
$12.5M
5
NEWAS
N.E.W. Advisory Services
Wisconsin
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
351
Kathmere Capital Management
Pennsylvania
$424K +$424K +11,808 New
OCPWS
352
One Charles Private Wealth Services
Massachusetts
$421K – – –
ZIM
353
Zacks Investment Management
Illinois
$418K +$145K +4,027 +53%
HA
354
Hanover Advisors
South Carolina
$413K -$62.7K -1,745 -13%
BJL
355
Brighton Jones LLC
Washington
$410K -$12K -335 -3%
WW
356
Waterfront Wealth
Kansas
$409K – – –
PIWA
357
Prevail Innovative Wealth Advisors
Kansas
$408K +$20.1K +558 +5%
PAS
358
Park Avenue Securities
New York
$406K -$49.8K -1,385 -11%
BFPW
359
BOK Financial Private Wealth
Colorado
$402K – – –
SIC
360
Samalin Investment Counsel
New York
$400K -$2.91K -81 -0.7%
FNC
361
First National Corp
Massachusetts
$394K +$10.2K +285 +3%
CFG
362
Citizens Financial Group
Rhode Island
$394K +$7.66K +213 +2%
VCM
363
Vision Capital Management
Oregon
$393K – – –
ECM
364
Evergreen Capital Management
Washington
$387K – – –
IC
365
IEQ Capital
California
$382K +$382K +10,632 New
BOSSRA
366
B.O.S.S. Retirement Advisors
Utah
$381K +$170K +4,722 +80%
WP
367
Wealthspan Partners
Iowa
$381K +$7.12K +198 +2%
IFWM
368
Institute for Wealth Management
Colorado
$379K – – –
EA
369
Eclectic Associates
California
$369K +$369K +10,276 New
SOAG
370
Silver Oak Advisory Group
Oregon
$366K – – –
FFWA
371
Forthright Family Wealth Advisory
Texas
$360K -$62.3K -1,733 -15%
SSB
372
Sandy Spring Bank
Maryland
$355K +$114K +3,166 +47%
NFP
373
Narus Financial Partners
Utah
$352K -$7.3K -203 -2%
KA
374
Klingman & Associates
New York
$349K – – –
RFA
375
RTD Financial Advisors
Pennsylvania
$348K – – –
13 14
15
16 17