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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
RI
451
Ridgewood Investments
New Jersey
$112K +$115K +3,115 New
TFM
452
TFC Financial Management
Massachusetts
$106K +$2.14K +58 +2%
OFG
453
Oxford Financial Group
Indiana
$104K – – –
HIA
454
Harbor Investment Advisory
Maryland
$88.4K – – –
CIBC Private Wealth Group
455
CIBC Private Wealth Group
Georgia
$84K – – –
CMP
456
Coston McIsaac & Partners
Maine
$83K +$1.66K +45 +2%
GWM
457
Geneos Wealth Management
Colorado
$82.8K – – –
BCWM
458
Bartlett & Co Wealth Management
Ohio
$80.8K – – –
OCM
459
Orion Capital Management
California
$77.4K -$773 -21 -1%
GI
460
Gradient Investments
Minnesota
$75.5K +$77.3K +2,100 New
TIM
461
Thompson Investment Management
Wisconsin
$70.5K – – –
PCFFS
462
Pacific Center for Financial Services
California
$66.6K – – –
BTI
463
Blue Trust Inc
Georgia
$65.1K – – –
SN
464
Sittner & Nelson
Oregon
$61.9K – – –
SIA
465
Sit Investment Associates
Minnesota
$61K +$62.6K +1,700 New
CAS
466
Coppell Advisory Solutions
Texas
$57.8K +$59.3K +1,609 New
AssetMark Inc
467
AssetMark Inc
California
$56.9K +$58.3K +1,583 New
CAL
468
Capital Advisors Ltd
Ohio
$51K – – –
PFBT
469
Parkside Financial Bank & Trust
Missouri
$49.8K +$18.2K +495 +56%
GWANC
470
Guardian Wealth Advisors (North Carolina)
North Carolina
$46.2K +$4.09K +111 +9%
IA
471
IFP Advisors
Florida
$39.8K -$56.7K -1,541 -58%
DF
472
DecisionPoint Financial
Arizona
$38.6K – – –
GEA
473
Glen Eagle Advisors
New Jersey
$37.7K – – –
ATPW
474
Ashton Thomas Private Wealth
Arizona
$37.6K +$38.5K +1,045 New
FWP
475
FAS Wealth Partners
Kansas
$36.7K – – –
17 18
19
20 21

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.