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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
BCWM
426
Bartlett & Co Wealth Management
Ohio
$138K +$58K +1,777 +79%
BC
427
Bartlett & Co
Ohio
$138K +$58K +1,777 +79%
NSG
428
Nalls Sherbakoff Group
Tennessee
$127K
ME
429
McIlrath & Eck
Washington
$126K
ACA
430
Aptus Capital Advisors
Alabama
$121K +$64.2K +1,967 +127%
TWD
431
True Wealth Design
Ohio
$115K -$2.15K -66 -2%
SMA
432
Sage Mountain Advisors
Georgia
$114K -$24.8K -760 -19%
SIM
433
Studio Investment Management
Illinois
$114K +$108K +3,312 New
Franklin Resources
434
Franklin Resources
California
$109K +$3.95K +121 +4%
Jones Financial Companies
435
Jones Financial Companies
Missouri
$107K +$101K +3,103 New
GRP
436
Global Retirement Partners
California
$105K +$102K +3,136 New
OFG
437
Oxford Financial Group
Indiana
$99.6K -$232K -7,100 -71%
TFM
438
TFC Financial Management
Massachusetts
$99.3K +$914 +28 +1%
BTI
439
Blue Trust Inc
Georgia
$97K +$39.3K +1,204 +68%
GWM
440
Geneos Wealth Management
Colorado
$92.9K
AC
441
AlphaCore Capital
California
$85.6K -$293K -8,976 -78%
HIA
442
Harbor Investment Advisory
Maryland
$84.5K +$5.22K +160 +7%
PFBT
443
Parkside Financial Bank & Trust
Missouri
$83K -$49.8K -1,527 -39%
FFA
444
Frazier Financial Advisors
Ohio
$79K +$75K +2,299 New
CMP
445
Coston McIsaac & Partners
Maine
$77K +$718 +22 +1%
OCM
446
Orion Capital Management
California
$74.8K
IA
447
IFP Advisors
Florida
$69.1K -$17.4K -533 -21%
TIM
448
Thompson Investment Management
Wisconsin
$67.4K
PCFFS
449
Pacific Center for Financial Services
California
$63.6K
SN
450
Sittner & Nelson
Oregon
$59.1K

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.