We are live on ! Find out more
DFIV icon

Dimensional International Value ETF

481 hedge funds and large institutions have $5.22B invested in Dimensional International Value ETF in 2023 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 208 increasing their positions, 132 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 21

58% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 132

15% more funds holding

Funds holding: 417481 (+64)

9% more capital invested

Capital invested by funds: $4.79B → $5.22B (+$429M)

1% more funds holding in top 10

Funds holding in top 10: 7475 (+1)

0.93% less ownership

Funds ownership: 82.38%81.46% (-0.93%)

Holders
481
Holders Change
+64
Holders Change %
+15.35%
% of All Funds
7.01%
Holding in Top 10
75
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.35%
% of All Funds
1.09%
New
89
Increased
208
Reduced
132
Closed
21
Calls
$14K
Puts
Net Calls
+$14K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
376
Pinnacle Financial Partners (Tennessee)
Tennessee
$286K +$272K +8,335 New
SPP
377
Single Point Partners
Massachusetts
$284K
GKWIM
378
Gerber Kawasaki Wealth & Investment Management
California
$283K +$268K +8,225 New
CIA
379
Capital Investment Advisors
Georgia
$282K
BAM
380
BOS Asset Management
Illinois
$279K +$265K +8,120 New
BAMG
381
Brand Asset Management Group
Missouri
$277K
KWM
382
Keebeck Wealth Management
Illinois
$273K +$260K +7,956 New
CFGS
383
Concourse Financial Group Securities
Alabama
$271K
FT
384
Fiduciary Trust
Massachusetts
$268K
PIFP
385
Partners in Financial Planning
Virginia
$256K +$816 +25 +0.3%
CB
386
Commerce Bank
Missouri
$256K +$10.8K +330 +5%
RTL
387
Red Tortoise LLC
Georgia
$250K
RCI
388
RS Crum Inc
California
$250K -$17K -520 -7%
WP
389
Wealthspan Partners
Iowa
$248K +$235K +7,207 New
BP
390
BBR Partners
New York
$246K +$234K +7,174 New
Carson Wealth (CWM LLC)
391
Carson Wealth (CWM LLC)
Nebraska
$246K +$12.5K +384 +6%
GA
392
Goldstein Advisors
Wisconsin
$245K
WAP
393
Wealthcare Advisory Partners
Pennsylvania
$242K -$5.09K -156 -2%
SDWIA
394
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$241K -$11.9K -365 -5%
MC
395
Matisse Capital
Oregon
$241K +$228K +7,000 New
SW
396
SVB Wealth
Massachusetts
$237K -$87.5K -2,681 -28%
VWA
397
VERITY Wealth Advisors
United States
$233K
BOSSRA
398
B.O.S.S. Retirement Advisors
Utah
$231K +$219K +6,718 New
MWM
399
Mission Wealth Management
California
$227K +$216K +6,606 New
ATC
400
Argent Trust Co
Tennessee
$225K

DFIV Hedge Fund Activity: Q4 2023 in Review

481 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q4 2023, worth a combined $5.22B — up 9% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new DFIV positions and 21 closed out — a net gain of 68 holders — while 208 added to existing stakes and 132 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $155M. The largest seller was Jane Street, cutting an estimated $140M.

  • 481 institutional investors held Dimensional International Value ETF (DFIV) as of Q4 2023, up from 417 in Q3 2023.
  • Funds reported $5.22B of Dimensional International Value ETF stock for Q4 2023, up 9% quarter-over-quarter.
  • 89 funds opened new Dimensional International Value ETF positions in Q4 2023 and 21 closed out, a net change of +68 holders.
  • The largest Dimensional International Value ETF buyer in Q4 2023 was PNC Financial Services Group, an estimated $155M added.
  • The largest Dimensional International Value ETF seller in Q4 2023 was Jane Street, an estimated $140M sold.

Based on aggregated 13F filings for Q4 2023.