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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 %
LNWWM
401
Laird Norton Wetherby Wealth Management
California
$221K – – –
LEFP
402
Leading Edge Financial Planning
Tennessee
$218K +$218K +6,352 New
HI
403
Harbour Investments
Wisconsin
$218K -$22.1K -644 -9%
WCFA
404
Walkner Condon Financial Advisors
Wisconsin
$217K – – –
MSWM
405
Mowery & Schoenfeld Wealth Management
Illinois
$215K +$215K +6,249 New
CCFM
406
Clear Creek Financial Management
Washington
$215K -$26K -756 -11%
PB
407
Pinnacle Bancorp
Nebraska
$213K -$103 -3 -0%
RWM
408
Rockwood Wealth Management
Pennsylvania
$213K +$213K +6,199 New
PWA
409
Physician Wealth Advisors
Utah
$209K -$7.55K -225 -3%
IF
410
Intrua Financial
Texas
$208K +$208K +6,045 New
AWM
411
Accel Wealth Management
Iowa
$208K +$208K +6,039 New
HIG
412
Heritage Investment Group
Florida
$207K +$207K +6,036 New
MIC
413
Meridian Investment Counsel
California
$206K +$206K +6,005 New
GSAM
414
Grant Street Asset Management
Pennsylvania
$206K +$206K +5,999 New
ARIS
415
Advanced Research Investment Solutions
California
$203K +$203K +5,897 New
PFA
416
Pure Financial Advisors
California
$202K +$202K +5,879 New
GD
417
Grandfield & Dodd
New York
$201K +$201K +5,856 New
Qube Research & Technologies (QRT)
418
Qube Research & Technologies (QRT)
United Kingdom
$179K -$161K -4,681 -47%
RBC
419
Roble Belko & Company
Pennsylvania
$178K – – –
SSB
420
Sandy Spring Bank
Maryland
$177K +$153K +4,462 +657%
LPP
421
Life Planning Partners
Florida
$174K +$174K +5,075 New
CSB
422
City State Bank
Iowa
$174K +$2.57K +75 +2%
PTC
423
Private Trust Company
Ohio
$171K +$94.3K +2,746 +122%
BCWM
424
Bartlett & Co Wealth Management
Ohio
$138K +$61K +1,777 +79%
BC
425
Bartlett & Co
Ohio
$138K +$60.9K +1,777 +79%
15 16
17
18 19