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Dimensional International Value ETF
DFIV

Overview Fund Activity

528 hedge funds and large institutions have $6.88B invested in Dimensional International Value ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 242 increasing their positions, 147 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
528
Holders Change
+27
Holders Change %
+5.39%
% of All Funds
7.64%
Holding in Top 10
74
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.9%
% of All Funds
1.07%
New
47
Increased
242
Reduced
147
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$429M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$721M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$734M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$47.7M
5
KIM
5
Kestra Investment Management
Texas
$40.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$16.6M
2
FWP
2
Falcon Wealth Planning
California
$43.2M
3
MHS
3
M Holdings Securities
Oregon
$0
4
I
4
INVST
Indiana
$0
5
WAM
5
WNY Asset Management
New York
$298K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
426
Concourse Financial Group Securities
Alabama
$262K -$35.8K -940 -12%
BW
427
BIP Wealth
Georgia
$258K +$258K +6,786 New
VWA
428
VERITY Wealth Advisors
United States
$258K – – –
SPP
429
Single Point Partners
Massachusetts
$256K -$30.5K -800 -11%
WAP
430
Wealthcare Advisory Partners
Pennsylvania
$251K +$5.37K +141 +2%
SRC
431
Shufro Rose & Co
New York
$249K – – –
LNWWM
432
Laird Norton Wetherby Wealth Management
California
$245K – – –
FA
433
Faithward Advisors
Pennsylvania
$238K +$238K +6,251 New
IWM
434
IHT Wealth Management
Illinois
$236K +$236K +6,220 New
BFA
435
Beacon Financial Advisory
Ohio
$235K +$235K +6,169 New
GSAM
436
Grant Street Asset Management
Pennsylvania
$232K +$800 +21 +0.3%
PWA
437
Physician Wealth Advisors
Utah
$231K – – –
MIC
438
Meridian Investment Counsel
California
$229K – – –
IF
439
Intrua Financial
Texas
$226K -$3.81K -100 -2%
FA
440
Fortis Advisors
Pennsylvania
$225K +$1.41K +37 +0.6%
RWM
441
Rockwood Wealth Management
Pennsylvania
$223K – – –
GD
442
Grandfield & Dodd
New York
$223K – – –
MWM
443
Mission Wealth Management
California
$222K – – –
RWA
444
Redhawk Wealth Advisors
Minnesota
$222K -$16.5K -432 -7%
Empower Advisory Group
445
Empower Advisory Group
Colorado
$220K – – –
Brown Advisory
446
Brown Advisory
Maryland
$214K -$42.1K -1,106 -16%
HIG
447
Heritage Investment Group
Florida
$214K – – –
IAN
448
Integrated Advisors Network
Texas
$213K – – –
PFS
449
Prospera Financial Services
Texas
$212K – – –
WP
450
Westmount Partners
California
$209K +$209K +5,481 New
16 17
18
19 20