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Dimensional International Value ETF
DFIV

486 hedge funds and large institutions have $5.82B invested in Dimensional International Value ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 216 increasing their positions, 152 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

42% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 152

12% more capital invested

Capital invested by funds: $5.22B → $5.82B (+$602M)

1% more funds holding

Funds holding: 481 → 486 (+5)

0.42% more ownership

Funds ownership: 81.46% → 81.87% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 75 → 75 (0)

Holders
486
Holders Change
+5
Holders Change %
+1.04%
% of All Funds
7%
Holding in Top 10
75
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.08%
New
36
Increased
216
Reduced
152
Closed
20
Calls
$15K
Puts
–
Net Calls
+$15K
Net Calls Change
+$1K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$152M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$101M
3
HighTower Advisors
HighTower Advisors
Illinois
+$73.2M
4
FPAS
Focus Partners Advisor Solutions
Missouri
+$65.7M
5
FWP
Falcon Wealth Planning
California
+$24.1M

Top Sellers

1
Jane Street
Jane Street
New York
-$89.4M
2
CCM
Carlson Capital Management
Minnesota
-$22M
3
MPM
MBB Public Markets
Illinois
-$16.2M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$14.4M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$14.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
26
TCI Wealth Advisors
Arizona
$44.3M +$1.05M +30,211 +3%
EAM
27
Evanson Asset Management
California
$42.6M +$1.23M +35,615 +3%
BHWM
28
Beaird Harris Wealth Management
Texas
$42.4M +$1.78M +51,257 +5%
AC
29
Apella Capital
Connecticut
$41.4M +$2.06M +59,325 +6%
FWP
30
Falcon Wealth Planning
California
$40.6M +$24.1M +696,360 +171%
UBS Group
31
UBS Group
Switzerland
$40.4M +$2.87M +82,852 +8%
CWS
32
Confluence Wealth Services
Pennsylvania
$39.6M +$4.03M +116,408 +12%
TLFA
33
True Link Financial Advisors
California
$37.1M -$4.96M -143,165 -12%
RVPG
34
Relative Value Partners Group
$34.5M +$642K +18,531 +2%
PCI
35
Planning Center Inc
Illinois
$32M +$71.3K +2,056 +0.2%
FMWA
36
Forvis Mazars Wealth Advisors
Missouri
$31.3M +$122K +3,511 +0.4%
MRWM
37
ML&R Wealth Management
Texas
$30.3M -$2.44M -70,291 -8%
SFS
38
Strategic Financial Services
New York
$29.7M +$1.08M +31,027 +4%
VFP
39
Verus Financial Partners
Virginia
$28.4M +$984K +28,392 +4%
WCWM
40
Willow Creek Wealth Management
California
$27.7M +$209K +6,037 +0.8%
SC
41
Schoolcraft Capital
Colorado
$26.5M +$296K +8,529 +1%
HIGP
42
Hill Investment Group Partners
Missouri
$26.3M -$165K -4,771 -0.7%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$25.8M -$58.2K -1,680 -0.2%
KAM
44
KEB Asset Management
Illinois
$25.7M +$506K +14,589 +2%
BPA
45
Beacon Pointe Advisors
California
$25.6M +$1.09M +31,463 +5%
TWP
46
Total Wealth Planning
Ohio
$23.9M +$1.07M +30,896 +5%
MWM
47
Merriman Wealth Management
Washington
$23.9M +$613K +17,674 +3%
EF
48
Empowered Funds
Pennsylvania
$23.7M +$22.4M +646,159 New
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$23.6M +$167K +4,827 +0.8%
MSWM
50
McGlone Suttner Wealth Management
Wisconsin
$23.5M +$2.8M +80,817 +14%
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