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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
IAN
451
Integrated Advisors Network
Texas
$213K – – –
PFS
452
Prospera Financial Services
Texas
$212K – – –
WP
453
Westmount Partners
California
$209K +$203K +5,481 New
PTC
454
Private Trust Company
Ohio
$206K +$2.07K +56 +1%
SAG
455
SageView Advisory Group
California
$204K -$108K -2,926 -35%
BWP
456
Balboa Wealth Partners
Arizona
$201K +$196K +5,290 New
CWM
457
Congress Wealth Management
Massachusetts
$200K +$195K +5,260 New
RBC
458
Roble Belko & Company
Pennsylvania
$171K – – –
AIP
459
Ameritas Investment Partners
Nebraska
$150K +$146K +3,941 New
ACA
460
Aptus Capital Advisors
Alabama
$150K +$2.77K +75 +2%
ME
461
McIlrath & Eck
Washington
$140K – – –
SMA
462
Sage Mountain Advisors
Georgia
$127K – – –
TWD
463
True Wealth Design
Ohio
$123K – – –
PB
464
Pinnacle Bancorp
Nebraska
$120K -$111K -2,995 -49%
Franklin Resources
465
Franklin Resources
California
$120K +$703 +19 +0.6%
GRP
466
Global Retirement Partners
California
$119K – – –
RI
467
Ridgewood Investments
New Jersey
$119K +$555 +15 +0.5%
TFM
468
TFC Financial Management
Massachusetts
$113K +$666 +18 +0.6%
OFG
469
Oxford Financial Group
Indiana
$110K – – –
CAL
470
Capital Analysts LLC
Pennsylvania
$106K -$1.32M -35,616 -93%
MFC
471
Morris Financial Concepts
South Carolina
$106K +$103K +2,774 New
DWM
472
Dogwood Wealth Management
Kansas
$100K +$97.5K +2,636 New
FCT
473
First Community Trust
Iowa
$100K +$97.2K +2,628 New
IA
474
IFP Advisors
Florida
$100K +$56.2K +1,520 +137%
HIA
475
Harbor Investment Advisory
Maryland
$93.7K – – –
17 18
19
20 21

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.