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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
HA
376
Hanover Advisors
South Carolina
$422K -$14.9K -403 -4%
WW
377
Waterfront Wealth
Kansas
$419K – – –
CFG
378
Citizens Financial Group
Rhode Island
$419K +$1.7K +46 +0.4%
ECM
379
Evergreen Capital Management
Washington
$411K +$1.48K +40 +0.4%
IC
380
IEQ Capital
California
$405K – – –
IFWM
381
Institute for Wealth Management
Colorado
$402K – – –
FNBT
382
FineMark National Bank & Trust
Florida
$398K +$86K +2,326 +29%
BAMG
383
Brand Asset Management Group
Missouri
$394K +$84.2K +2,275 +28%
SOAG
384
Silver Oak Advisory Group
Oregon
$388K – – –
CSWM
385
Cassady Schiller Wealth Management
Ohio
$387K +$21.7K +586 +6%
WP
386
Wealthspan Partners
Iowa
$382K -$20.8K -561 -5%
NFP
387
Narus Financial Partners
Utah
$372K -$629 -17 -0.2%
KA
388
Klingman & Associates
New York
$370K – – –
RFA
389
RTD Financial Advisors
Pennsylvania
$369K – – –
ATC
390
Argent Trust Co
Tennessee
$367K – – –
CIBC Private Wealth Group
391
CIBC Private Wealth Group
Georgia
$363K +$268K +7,245 +316%
BFPW
392
BOK Financial Private Wealth
Colorado
$361K -$63.2K -1,709 -15%
PIFP
393
Partners in Financial Planning
Virginia
$358K +$1.04K +28 +0.3%
DAS
394
Dynamic Advisor Solutions
Arizona
$355K -$4.55K -123 -1%
PPP
395
Private Portfolio Partners
New Jersey
$355K +$7.4K +200 +2%
BI
396
Beckerman Institutional
New Jersey
$355K +$345K +9,319 New
BWG
397
Beta Wealth Group
California
$351K +$1.81K +49 +0.5%
MSWM
398
Mowery & Schoenfeld Wealth Management
Illinois
$351K – – –
MFG
399
MidWestOne Financial Group
Iowa
$349K – – –
SSB
400
Sandy Spring Bank
Maryland
$345K -$31K -837 -8%
14 15
16
17 18

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.