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Dimensional International Value ETF

604 hedge funds and large institutions have $7.13B invested in Dimensional International Value ETF in 2024 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 266 increasing their positions, 139 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 28

91% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 139

20% more funds holding in top 10

Funds holding in top 10: 7489 (+15)

14% more funds holding

Funds holding: 531604 (+73)

3.17% more ownership

Funds ownership: 85.07%88.23% (+3.2%)

3% more capital invested

Capital invested by funds: $6.9B → $7.13B (+$230M)

Holders
604
Holders Change
+73
Holders Change %
+13.75%
% of All Funds
7.96%
Holding in Top 10
89
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+20.27%
% of All Funds
1.17%
New
107
Increased
266
Reduced
139
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
401
Brinker Capital Investments
Pennsylvania
$503K -$6.2K -169 -1%
OPS
402
Orion Portfolio Solutions
Nebraska
$503K -$6.2K -169 -1%
ZF
403
Zhang Financial
Michigan
$501K +$3.56K +97 +0.7%
TFM
404
Trademark Financial Management
Minnesota
$500K -$918K -25,021 -64%
RIP
405
RAM Investment Partners
Washington
$491K +$58.7K +1,600 +13%
CHJWM
406
Carlton Hofferkamp & Jenks Wealth Management
Texas
$490K
FAM
407
Formidable Asset Management
Ohio
$485K +$501K +13,664 New
KeyBank National Association
408
KeyBank National Association
Ohio
$484K
VCM
409
Vision Capital Management
Oregon
$469K
EW
410
Evoke Wealth
California
$468K +$1.06K +29 +0.2%
BCM
411
Blume Capital Management
California
$467K -$36.7K -1,000 -7%
TFO
412
Tarbox Family Office
California
$459K
D.E. Shaw & Co
413
D.E. Shaw & Co
New York
$451K +$467K +12,725 New
HFS
414
Heritage Financial Services
Massachusetts
$449K
CSWM
415
Cassady Schiller Wealth Management
Ohio
$440K +$82.4K +2,248 +22%
MWA
416
Medallion Wealth Advisors
Connecticut
$436K +$449K +12,240 New
CIA
417
Compass Ion Advisors
Pennsylvania
$435K
OWA
418
Oak Wealth Advisors
Illinois
$432K +$447K +12,180 New
HWM
419
Hemington Wealth Management
Virginia
$432K
FOA
420
Five Oceans Advisors
California
$429K +$8.25K +225 +2%
FNC
421
First National Corp
Massachusetts
$427K
UA
422
Unison Advisors
District of Columbia
$420K -$7.59K -207 -2%
KCM
423
Kathmere Capital Management
Pennsylvania
$419K
OCPWS
424
One Charles Private Wealth Services
Massachusetts
$416K
BJL
425
Brighton Jones LLC
Washington
$411K +$3.85K +105 +0.9%

DFIV Hedge Fund Activity: Q4 2024 in Review

604 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q4 2024, worth a combined $7.13B — up 3.3% from $6.9B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new DFIV positions and 28 closed out — a net gain of 79 holders — while 266 added to existing stakes and 139 trimmed.

The largest buyer was Macquarie Group, opening a new position worth an estimated $207M. The largest seller was Mercer Global Advisors, cutting an estimated $58.6M.

  • 604 institutional investors held Dimensional International Value ETF (DFIV) as of Q4 2024, up from 531 in Q3 2024.
  • Funds reported $7.13B of Dimensional International Value ETF stock for Q4 2024, up 3.3% quarter-over-quarter.
  • 107 funds opened new Dimensional International Value ETF positions in Q4 2024 and 28 closed out, a net change of +79 holders.
  • The largest Dimensional International Value ETF buyer in Q4 2024 was Macquarie Group, an estimated $207M added.
  • The largest Dimensional International Value ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $58.6M sold.

Based on aggregated 13F filings for Q4 2024.