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Dimensional International Value ETF
DFIV

Overview Fund Activity

484 hedge funds and large institutions have $5.81B invested in Dimensional International Value ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 214 increasing their positions, 152 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+5
Holders Change %
+1.04%
% of All Funds
7.02%
Holding in Top 10
75
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.09%
New
36
Increased
214
Reduced
152
Closed
20
Calls
$15K
Puts
–
Net Calls
+$15K
Net Calls Change
+$1K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$545M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$471M
3
HighTower Advisors
HighTower Advisors
Illinois
$102M
4
FPAS
Focus Partners Advisor Solutions
Missouri
$150M
5
FWP
Falcon Wealth Planning
California
$40.6M

Top Sellers

1
Jane Street
Jane Street
New York
$53.8M
2
CCM
Carlson Capital Management
Minnesota
$3.14M
3
MPM
MBB Public Markets
Illinois
$13.1M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$60.5M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
401
Matisse Capital
Oregon
$257K – – –
RB
402
Renasant Bank
Mississippi
$255K +$255K +6,941 New
SW
403
SVB Wealth
Massachusetts
$254K +$184 +5 +0.1%
SRC
404
Shufro Rose & Co
New York
$251K – – –
FNBT
405
FineMark National Bank & Trust
Florida
$249K +$249K +6,773 New
VWA
406
VERITY Wealth Advisors
United States
$249K – – –
SSB
407
Sandy Spring Bank
Maryland
$247K +$58.2K +1,584 +31%
LNWWM
408
Laird Norton Wetherby Wealth Management
California
$237K – – –
VW
409
Vance Wealth
California
$235K +$235K +6,384 New
CCFM
410
Clear Creek Financial Management
Washington
$229K – – –
PB
411
Pinnacle Bancorp
Nebraska
$228K +$37 +1 +0%
RWM
412
Rockwood Wealth Management
Pennsylvania
$228K – – –
IF
413
Intrua Financial
Texas
$222K – – –
HIG
414
Heritage Investment Group
Florida
$222K – – –
AWM
415
Accel Wealth Management
Iowa
$222K – – –
PWA
416
Physician Wealth Advisors
Utah
$221K – – –
MIC
417
Meridian Investment Counsel
California
$221K – – –
SIM
418
Studio Investment Management
Illinois
$221K +$98.9K +2,692 +81%
GSAM
419
Grant Street Asset Management
Pennsylvania
$219K -$1.95K -53 -0.9%
ATC
420
Argent Trust Co
Tennessee
$216K -$24.2K -659 -10%
GD
421
Grandfield & Dodd
New York
$215K – – –
GA
422
Greenspring Advisors
Maryland
$215K +$215K +5,850 New
MSWM
423
Mowery & Schoenfeld Wealth Management
Illinois
$212K -$17.5K -477 -8%
PFA
424
Pure Financial Advisors
California
$212K -$4.08K -111 -2%
FA
425
Fortis Advisors
Pennsylvania
$212K +$212K +5,763 New
15 16
17
18 19