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Dimensional International Value ETF
DFIV

Overview Fund Activity

479 hedge funds and large institutions have $5.21B invested in Dimensional International Value ETF in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 207 increasing their positions, 132 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+63
Holders Change %
+15.14%
% of All Funds
7.02%
Holding in Top 10
75
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.35%
% of All Funds
1.1%
New
88
Increased
207
Reduced
132
Closed
21
Calls
$14K
Puts
–
Net Calls
+$14K
Net Calls Change
+$14K

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$163M
2
PWS
Paragon Wealth Strategies
Florida
$43M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$359M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$341M
5
CWS
Confluence Wealth Services
Pennsylvania
$33.1M

Top Sellers

1
Jane Street
Jane Street
New York
$139M
2
SIS
Strategic Investment Solutions
Illinois
$5.15M
3
FPAS
Focus Partners Advisor Solutions
Missouri
$75M
4
I
INVST
Indiana
$0
5
BSW
Buckingham Strategic Wealth
Missouri
$379M
Name Holding Trade Value Shares
Change 		Shares
Change %
GKWIM
376
Gerber Kawasaki Wealth & Investment Management
California
$283K +$283K +8,225 New
CIA
377
Capital Investment Advisors
Georgia
$282K – – –
BAM
378
BOS Asset Management
Illinois
$279K +$279K +8,120 New
BAMG
379
Brand Asset Management Group
Missouri
$277K – – –
KWM
380
Keebeck Wealth Management
Illinois
$273K +$273K +7,956 New
CFGS
381
Concourse Financial Group Securities
Alabama
$271K – – –
FT
382
Fiduciary Trust
Massachusetts
$268K – – –
PIFP
383
Partners in Financial Planning
Virginia
$256K +$859 +25 +0.3%
CB
384
Commerce Bank
Missouri
$256K +$11.3K +330 +5%
RTL
385
Red Tortoise LLC
Georgia
$250K – – –
RCI
386
RS Crum Inc
California
$250K -$17.9K -520 -7%
WP
387
Wealthspan Partners
Iowa
$248K +$248K +7,207 New
BP
388
BBR Partners
New York
$246K +$246K +7,174 New
Carson Wealth (CWM LLC)
389
Carson Wealth (CWM LLC)
Nebraska
$246K +$13.2K +384 +6%
GA
390
Goldstein Advisors
Wisconsin
$245K – – –
WAP
391
Wealthcare Advisory Partners
Pennsylvania
$242K -$5.36K -156 -2%
SDWIA
392
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$241K -$12.5K -365 -5%
MC
393
Matisse Capital
Oregon
$241K +$241K +7,000 New
SW
394
SVB Wealth
Massachusetts
$237K -$92.1K -2,681 -28%
VWA
395
VERITY Wealth Advisors
United States
$233K – – –
BOSSRA
396
B.O.S.S. Retirement Advisors
Utah
$231K +$231K +6,718 New
MWM
397
Mission Wealth Management
California
$227K +$227K +6,606 New
ATC
398
Argent Trust Co
Tennessee
$225K – – –
SRC
399
Shufro Rose & Co
New York
$223K – – –
LWL
400
Leo Wealth LLC
Texas
$223K +$223K +6,267 New
14 15
16
17 18