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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
LGWM
401
Litman Gregory Wealth Management
California
$345K +$42K +1,136 +14%
EF
402
Exeter Financial
Arizona
$344K +$2.04K +55 +0.6%
FS
403
Financial Symmetry
North Carolina
$343K – – –
CA
404
Clearstead Advisors
Ohio
$342K – – –
HCP
405
Hardin Capital Partners
South Carolina
$334K +$329K +8,885 New
CRC
406
Curi RMB Capital
Illinois
$332K +$1.92K +52 +0.6%
MFWP
407
Mosaic Family Wealth Partners
Missouri
$330K +$81.8K +2,212 +34%
PFA
408
Pure Financial Advisors
California
$329K +$33.7K +910 +12%
SWM
409
Seaside Wealth Management
California
$326K +$1.85K +50 +0.6%
PFPT
410
Pinnacle Financial Partners (Tennessee)
Tennessee
$317K – – –
CIA
411
Capital Investment Advisors
Georgia
$313K – – –
TC
412
TownSquare Capital
Utah
$312K +$303K +8,187 New
FFM
413
Flagstone Financial Management
Nebraska
$310K -$9.77K -264 -3%
BCA
414
Bay Colony Advisors
Massachusetts
$307K +$30.8K +832 +11%
WAM
415
WNY Asset Management
New York
$298K -$6.62M -178,872 -96%
FT
416
Fiduciary Trust
Massachusetts
$297K – – –
EFP
417
Elser Financial Planning
Indiana
$297K -$219K -5,921 -43%
BAAM
418
Baker Avenue Asset Management
California
$282K – – –
CB
419
Commerce Bank
Missouri
$278K – – –
RTL
420
Red Tortoise LLC
Georgia
$278K – – –
RCI
421
RS Crum Inc
California
$277K – – –
JJBC
422
James J. Burns & Company
New York
$275K +$267K +7,223 New
GA
423
Goldstein Advisors
Wisconsin
$271K – – –
BAM
424
BOS Asset Management
Illinois
$268K -$42.5K -1,148 -14%
SDWIA
425
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$267K – – –
15 16
17
18 19

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.