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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
SRC
401
Shufro Rose & Co
New York
$223K
LWL
402
Leo Wealth LLC
Texas
$223K +$204K +6,267 New
LNWWM
403
Laird Norton Wetherby Wealth Management
California
$221K
LEFP
404
Leading Edge Financial Planning
Tennessee
$218K +$207K +6,352 New
HI
405
Harbour Investments
Wisconsin
$218K -$21K -644 -9%
WCFA
406
Walkner Condon Financial Advisors
Wisconsin
$217K
MSWM
407
Mowery & Schoenfeld Wealth Management
Illinois
$215K +$204K +6,249 New
CCFM
408
Clear Creek Financial Management
Washington
$215K -$24.7K -756 -11%
PB
409
Pinnacle Bancorp
Nebraska
$213K -$98 -3 -0%
RWM
410
Rockwood Wealth Management
Pennsylvania
$213K +$202K +6,199 New
PWA
411
Physician Wealth Advisors
Utah
$209K -$7.34K -225 -3%
IF
412
Intrua Financial
Texas
$208K +$197K +6,045 New
AWM
413
Accel Wealth Management
Iowa
$208K +$197K +6,039 New
HIG
414
Heritage Investment Group
Florida
$207K +$197K +6,036 New
MIC
415
Meridian Investment Counsel
California
$206K +$196K +6,005 New
GSAM
416
Grant Street Asset Management
Pennsylvania
$206K +$196K +5,999 New
ARIS
417
Advanced Research Investment Solutions
California
$203K +$192K +5,897 New
PFA
418
Pure Financial Advisors
California
$202K +$192K +5,879 New
GD
419
Grandfield & Dodd
New York
$201K +$191K +5,856 New
Qube Research & Technologies (QRT)
420
Qube Research & Technologies (QRT)
United Kingdom
$179K -$153K -4,681 -47%
RBC
421
Roble Belko & Company
Pennsylvania
$178K
SSB
422
Sandy Spring Bank
Maryland
$177K +$146K +4,462 +657%
LPP
423
Life Planning Partners
Florida
$174K +$166K +5,075 New
CSB
424
City State Bank
Iowa
$174K +$2.45K +75 +2%
PTC
425
Private Trust Company
Ohio
$171K +$89.6K +2,746 +122%

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.