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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
LGWM
401
Litman Gregory Wealth Management
California
$285K -$20.2K -548 -6%
SIM
402
Studio Investment Management
Illinois
$283K +$69.4K +1,884 +31%
CFGS
403
Concourse Financial Group Securities
Alabama
$282K -$2.47K -67 -0.8%
FT
404
Fiduciary Trust
Massachusetts
$280K – – –
PFA
405
Pure Financial Advisors
California
$278K +$72.1K +1,958 +34%
SPP
406
Single Point Partners
Massachusetts
$270K -$27.6K -750 -9%
BAAM
407
Baker Avenue Asset Management
California
$266K – – –
CB
408
Commerce Bank
Missouri
$263K – – –
RTL
409
Red Tortoise LLC
Georgia
$262K – – –
RCI
410
RS Crum Inc
California
$261K – – –
BCA
411
Bay Colony Advisors
Massachusetts
$260K +$7.33K +199 +3%
GA
412
Goldstein Advisors
Wisconsin
$256K – – –
SDWIA
413
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$252K – – –
MC
414
Matisse Capital
Oregon
$252K – – –
OC
415
Oppenheimer & Co
New York
$251K -$22.2K -604 -8%
CCM
416
Coldstream Capital Management
Washington
$251K +$257K +6,977 New
RB
417
Renasant Bank
Mississippi
$249K – – –
SRC
418
Shufro Rose & Co
New York
$249K +$3.72K +101 +1%
SW
419
SVB Wealth
Massachusetts
$249K +$1.44K +39 +0.6%
VWA
420
VERITY Wealth Advisors
United States
$243K – – –
Brown Advisory
421
Brown Advisory
Maryland
$242K -$47.5K -1,291 -16%
PWA
422
Physician Wealth Advisors
Utah
$232K – – –
WAP
423
Wealthcare Advisory Partners
Pennsylvania
$232K -$37.3K -1,013 -14%
LNWWM
424
Laird Norton Wetherby Wealth Management
California
$232K – – –
MFWP
425
Mosaic Family Wealth Partners
Missouri
$232K +$237K +6,442 New
15 16
17
18 19

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.