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Dimensional International Value ETF
DFIV

504 hedge funds and large institutions have $6.17B invested in Dimensional International Value ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 236 increasing their positions, 136 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 27

74% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 136

6% more capital invested

Capital invested by funds: $5.82B → $6.17B (+$347M)

4% more funds holding

Funds holding: 486 → 504 (+18)

3% more funds holding in top 10

Funds holding in top 10: 75 → 77 (+2)

2.11% more ownership

Funds ownership: 81.87% → 83.98% (+2.1%)

Holders
504
Holders Change
+18
Holders Change %
+3.7%
% of All Funds
7.28%
Holding in Top 10
77
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.67%
% of All Funds
1.11%
New
50
Increased
236
Reduced
136
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$91.7M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$69.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$67.5M
4
FG
Foster Group
Iowa
+$60M
5
Creative Planning
Creative Planning
Kansas
+$37.6M

Top Sellers

1
RVPG
Relative Value Partners Group
-$34.5M
2
EF
Empowered Funds
Pennsylvania
-$23.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$8.19M
4
FCAS
First Command Advisory Services
Texas
-$7.04M
5
NEWAS
N.E.W. Advisory Services
Wisconsin
-$5.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
376
Narus Financial Partners
Utah
$352K -$7.47K -203 -2%
KA
377
Klingman & Associates
New York
$349K – – –
RFA
378
RTD Financial Advisors
Pennsylvania
$348K – – –
ATC
379
Argent Trust Co
Tennessee
$346K +$138K +3,743 +64%
CSWM
380
Cassady Schiller Wealth Management
Ohio
$344K -$4.34K -118 -1%
DAS
381
Dynamic Advisor Solutions
Arizona
$340K +$36.3K +987 +12%
PIFP
382
Partners in Financial Planning
Virginia
$337K +$3.17K +86 +0.9%
GKWIM
383
Gerber Kawasaki Wealth & Investment Management
California
$334K +$39.8K +1,081 +13%
MSWM
384
Mowery & Schoenfeld Wealth Management
Illinois
$331K +$126K +3,433 +59%
MFG
385
MidWestOne Financial Group
Iowa
$330K +$338K +9,171 New
BWG
386
Beta Wealth Group
California
$329K -$27.1K -736 -7%
PPP
387
Private Portfolio Partners
New Jersey
$328K +$11K +300 +3%
FS
388
Financial Symmetry
North Carolina
$324K +$11.4K +309 +4%
CA
389
Clearstead Advisors
Ohio
$323K – – –
EF
390
Exeter Financial
Arizona
$323K +$6.44K +175 +2%
CRC
391
Curi RMB Capital
Illinois
$311K +$5.93K +161 +2%
SWM
392
Seaside Wealth Management
California
$306K +$5.82K +158 +2%
PCMC
393
Private Capital Management (Colorado)
Colorado
$304K – – –
FFM
394
Flagstone Financial Management
Nebraska
$302K – – –
PFPT
395
Pinnacle Financial Partners (Tennessee)
Tennessee
$300K – – –
SAG
396
SageView Advisory Group
California
$297K +$305K +8,270 New
CIA
397
Capital Investment Advisors
Georgia
$295K – – –
BAM
398
BOS Asset Management
Illinois
$294K +$2.5K +68 +0.8%
FNBT
399
FineMark National Bank & Trust
Florida
$292K +$50.1K +1,360 +20%
BAMG
400
Brand Asset Management Group
Missouri
$290K – – –
14 15
16
17 18

DFIV Hedge Fund Activity: Q2 2024 in Review

504 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q2 2024, worth a combined $6.17B — up 6% from $5.82B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new DFIV positions and 27 closed out — a net gain of 23 holders — while 236 added to existing stakes and 136 trimmed.

The largest buyer was Jane Street, adding an estimated $91.7M. The largest seller was Relative Value Partners Group, exiting entirely with an estimated $34.5M sold.

  • 504 institutional investors held Dimensional International Value ETF (DFIV) as of Q2 2024, up from 486 in Q1 2024.
  • Funds reported $6.17B of Dimensional International Value ETF stock for Q2 2024, up 6% quarter-over-quarter.
  • 50 funds opened new Dimensional International Value ETF positions in Q2 2024 and 27 closed out, a net change of +23 holders.
  • The largest Dimensional International Value ETF buyer in Q2 2024 was Jane Street, an estimated $91.7M added.
  • The largest Dimensional International Value ETF seller in Q2 2024 was Relative Value Partners Group, an estimated $34.5M sold.

Based on aggregated 13F filings for Q2 2024.