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Dimensional International Value ETF
DFIV

Overview Fund Activity

679 hedge funds and large institutions have $10.6B invested in Dimensional International Value ETF in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 298 increasing their positions, 193 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+45
Holders Change %
+7.1%
% of All Funds
9.1%
Holding in Top 10
96
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.13%
% of All Funds
1.29%
New
75
Increased
298
Reduced
193
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$995M
2
KIM
Kestra Investment Management
Texas
+$111M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$47.3M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$42.3M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$35.1M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$33M
2
Jane Street
Jane Street
New York
-$30.3M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$24.1M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$8.54M
5
Osaic Holdings
Osaic Holdings
Arizona
-$5.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
451
Oak Wealth Advisors
Illinois
$546K +$24.7K +576 +5%
WP
452
Wealthspan Partners
Iowa
$546K +$119K +2,780 +28%
SF
453
Synovus Financial
Georgia
$541K +$541K +12,635 New
CT
454
Clearstead Trust
Maine
$535K +$535K +12,500 New
BJL
455
Brighton Jones LLC
Washington
$529K +$32K +747 +6%
IC
456
IEQ Capital
California
$528K +$72.6K +1,695 +16%
CIA
457
Compass Ion Advisors
Pennsylvania
$525K – – –
QCM
458
QRG Capital Management
Illinois
$520K +$210K +4,894 +67%
UA
459
Unison Advisors
District of Columbia
$514K +$7.62K +178 +2%
ECM
460
Evergreen Capital Management
Washington
$512K +$8.57K +200 +2%
KCM
461
Kathmere Capital Management
Pennsylvania
$506K – – –
OCPWS
462
One Charles Private Wealth Services
Massachusetts
$502K – – –
FH
463
Financial Harvest
Florida
$497K +$497K +11,594 New
HWM
464
Hemington Wealth Management
Virginia
$496K – – –
CWM
465
Congress Wealth Management
Massachusetts
$495K +$22.4K +523 +5%
TFO
466
Tarbox Family Office
California
$495K -$10.4K -242 -2%
CIBC Private Wealth Group
467
CIBC Private Wealth Group
Georgia
$493K +$272K +6,340 +123%
WW
468
Waterfront Wealth
Kansas
$488K – – –
QWM
469
Quadcap Wealth Management
Texas
$485K +$78.7K +1,838 +19%
RC
470
Roundview Capital
New Jersey
$483K +$483K +11,288 New
KF
471
K2 Financial
California
$477K -$2.3K -54 -0.5%
GAM
472
Gemmer Asset Management
California
$477K +$128 +3 +0%
HA
473
Hanover Advisors
South Carolina
$468K -$2.36K -55 -0.5%
TP
474
Tranquility Partners
Tennessee
$462K +$20.7K +483 +5%
MWP
475
Meredith Wealth Planning
Illinois
$461K +$461K +10,768 New
17 18
19
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