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Dimensional International Value ETF
DFIV

531 hedge funds and large institutions have $6.9B invested in Dimensional International Value ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 245 increasing their positions, 147 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

67% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 147

12% more capital invested

Capital invested by funds: $6.17B → $6.9B (+$729M)

5% more funds holding

Funds holding: 504 → 531 (+27)

1.08% more ownership

Funds ownership: 83.98% → 85.07% (+1.1%)

4% less funds holding in top 10

Funds holding in top 10: 77 → 74 (-3)

Holders
531
Holders Change
+27
Holders Change %
+5.36%
% of All Funds
7.62%
Holding in Top 10
74
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.9%
% of All Funds
1.06%
New
47
Increased
245
Reduced
147
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$416M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$159M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$99.2M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$46.5M
5
KIM
Kestra Investment Management
Texas
+$39.4M

Top Sellers

1
Jane Street
Jane Street
New York
-$130M
2
FWP
Falcon Wealth Planning
California
-$25.1M
3
MHS
M Holdings Securities
Oregon
-$24.2M
4
I
INVST
Indiana
-$20.2M
5
WAM
WNY Asset Management
New York
-$6.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
TP
351
Tranquility Partners
Tennessee
$520K +$47.6K +1,287 +10%
KeyBank National Association
352
KeyBank National Association
Ohio
$520K -$28.4K -767 -5%
GKWIM
353
Gerber Kawasaki Wealth & Investment Management
California
$510K +$151K +4,079 +44%
PIWA
354
Prevail Innovative Wealth Advisors
Kansas
$508K +$74.1K +2,002 +18%
VCM
355
Vision Capital Management
Oregon
$503K +$84.7K +2,290 +21%
EW
356
Evoke Wealth
California
$501K +$487K +13,166 New
TFO
357
Tarbox Family Office
California
$493K +$2.96K +80 +0.6%
SIM
358
Studio Investment Management
Illinois
$489K +$183K +4,955 +63%
CHJWM
359
Carlton Hofferkamp & Jenks Wealth Management
Texas
$482K – – –
HFS
360
Heritage Financial Services
Massachusetts
$481K -$42.1K -1,139 -8%
BOSSRA
361
B.O.S.S. Retirement Advisors
Utah
$480K +$74.3K +2,008 +19%
CIA
362
Compass Ion Advisors
Pennsylvania
$467K +$453K +12,254 New
RIP
363
RAM Investment Partners
Washington
$466K – – –
CAM
364
Clark Asset Management
New Hampshire
$462K – – –
FNC
365
First National Corp
Massachusetts
$459K +$39.9K +1,079 +10%
UA
366
Unison Advisors
District of Columbia
$459K -$71.1K -1,922 -14%
PCA
367
Prosperity Capital Advisors
Ohio
$455K -$134K -3,616 -23%
FOA
368
Five Oceans Advisors
California
$451K -$1.78K -48 -0.4%
KCM
369
Kathmere Capital Management
Pennsylvania
$450K – – –
OCPWS
370
One Charles Private Wealth Services
Massachusetts
$446K – – –
HWM
371
Hemington Wealth Management
Virginia
$446K -$9.62K -260 -2%
BJL
372
Brighton Jones LLC
Washington
$437K +$2.44K +66 +0.6%
OSAM
373
O'Shaughnessy Asset Management
Connecticut
$433K -$35.5K -960 -8%
SIC
374
Samalin Investment Counsel
New York
$429K +$5.47K +148 +1%
WIA
375
World Investment Advisors
California
$423K +$197K +5,320 +92%
13 14
15
16 17

DFIV Hedge Fund Activity: Q3 2024 in Review

531 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q3 2024, worth a combined $6.9B — up 12% from $6.17B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new DFIV positions and 16 closed out — a net gain of 31 holders — while 245 added to existing stakes and 147 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $416M. The largest seller was Jane Street, cutting an estimated $130M.

  • 531 institutional investors held Dimensional International Value ETF (DFIV) as of Q3 2024, up from 504 in Q2 2024.
  • Funds reported $6.9B of Dimensional International Value ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 47 funds opened new Dimensional International Value ETF positions in Q3 2024 and 16 closed out, a net change of +31 holders.
  • The largest Dimensional International Value ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $416M added.
  • The largest Dimensional International Value ETF seller in Q3 2024 was Jane Street, an estimated $130M sold.

Based on aggregated 13F filings for Q3 2024.