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Dimensional International Value ETF
DFIV

Overview Fund Activity

528 hedge funds and large institutions have $6.88B invested in Dimensional International Value ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 242 increasing their positions, 147 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
528
Holders Change
+27
Holders Change %
+5.39%
% of All Funds
7.64%
Holding in Top 10
74
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.9%
% of All Funds
1.07%
New
47
Increased
242
Reduced
147
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$429M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$721M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$734M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$47.7M
5
KIM
5
Kestra Investment Management
Texas
$40.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$16.6M
2
FWP
2
Falcon Wealth Planning
California
$43.2M
3
MHS
3
M Holdings Securities
Oregon
$0
4
I
4
INVST
Indiana
$0
5
WAM
5
WNY Asset Management
New York
$298K
Name Holding Trade Value Shares
Change 		Shares
Change %
PIWA
351
Prevail Innovative Wealth Advisors
Kansas
$508K +$76.2K +2,002 +18%
VCM
352
Vision Capital Management
Oregon
$503K +$87.2K +2,290 +21%
EW
353
Evoke Wealth
California
$501K +$501K +13,166 New
TFO
354
Tarbox Family Office
California
$493K +$3.05K +80 +0.6%
SIM
355
Studio Investment Management
Illinois
$489K +$189K +4,955 +63%
CHJWM
356
Carlton Hofferkamp & Jenks Wealth Management
Texas
$482K – – –
HFS
357
Heritage Financial Services
Massachusetts
$481K -$43.4K -1,139 -8%
BOSSRA
358
B.O.S.S. Retirement Advisors
Utah
$480K +$76.5K +2,008 +19%
CIA
359
Compass Ion Advisors
Pennsylvania
$467K +$467K +12,254 New
RIP
360
RAM Investment Partners
Washington
$466K – – –
CAM
361
Clark Asset Management
New Hampshire
$462K – – –
FNC
362
First National Corp
Massachusetts
$459K +$41.1K +1,079 +10%
UA
363
Unison Advisors
District of Columbia
$459K -$73.2K -1,922 -14%
PCA
364
Prosperity Capital Advisors
Ohio
$455K -$138K -3,616 -23%
FOA
365
Five Oceans Advisors
California
$451K -$1.83K -48 -0.4%
KCM
366
Kathmere Capital Management
Pennsylvania
$450K – – –
OCPWS
367
One Charles Private Wealth Services
Massachusetts
$446K – – –
HWM
368
Hemington Wealth Management
Virginia
$446K -$9.51K -260 -2%
BJL
369
Brighton Jones LLC
Washington
$437K +$2.51K +66 +0.6%
OSAM
370
O'Shaughnessy Asset Management
Connecticut
$433K -$36.2K -960 -8%
SIC
371
Samalin Investment Counsel
New York
$429K +$5.64K +148 +1%
WIA
372
World Investment Advisors
California
$423K +$203K +5,320 +92%
HA
373
Hanover Advisors
South Carolina
$422K -$15.3K -403 -4%
WW
374
Waterfront Wealth
Kansas
$419K – – –
CFG
375
Citizens Financial Group
Rhode Island
$419K +$1.75K +46 +0.4%
13 14
15
16 17