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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
DFS
26
Dixon Fnancial Services
California
$50.6M -$221K -5,999 -0.4%
TWA
27
TCI Wealth Advisors
Arizona
$44.8M +$1.44M +39,175 +3%
AC
28
Apella Capital
Connecticut
$43.2M +$2.79M +75,750 +7%
EAM
29
Evanson Asset Management
California
$43.1M +$1.51M +40,918 +4%
CWS
30
Confluence Wealth Services
Pennsylvania
$42.3M +$3.59M +97,495 +9%
UBS Group
31
UBS Group
Switzerland
$39.8M +$272K +7,388 +0.7%
BHWM
32
Beaird Harris Wealth Management
Texas
$37M -$4.62M -125,567 -11%
TLFA
33
True Link Financial Advisors
California
$36.8M +$627K +17,017 +2%
PCI
34
Planning Center Inc
Illinois
$31.3M +$8.69K +236 +0%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$30.7M +$7.87M +213,585 +33%
FMWA
36
Forvis Mazars Wealth Advisors
Missouri
$30.7M +$116K +3,142 +0.4%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$29.8M +$4.65M +126,348 +18%
SFS
38
Strategic Financial Services
New York
$29.5M +$447K +12,145 +2%
VFP
39
Verus Financial Partners
Virginia
$28.6M +$859K +23,333 +3%
SC
40
Schoolcraft Capital
Colorado
$27.3M +$1.48M +40,104 +6%
WCWM
41
Willow Creek Wealth Management
California
$26.8M -$283K -7,689 -1%
HIGP
42
Hill Investment Group Partners
Missouri
$26.2M -$213K -5,792 -0.8%
BPA
43
Beacon Pointe Advisors
California
$26.1M +$1.09M +29,559 +4%
KAM
44
KEB Asset Management
Illinois
$25.8M +$704K +19,113 +3%
TWP
45
Total Wealth Planning
Ohio
$25.5M +$1.24M +33,721 +5%
MHS
46
M Holdings Securities
Oregon
$24.2M +$24.8M +674,288 New
MWM
47
Merriman Wealth Management
Washington
$23.4M +$45.5K +1,235 +0.2%
WA
48
Wealth Architects
California
$23.3M +$443K +12,042 +2%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$22.6M +$1.56M +42,305 +7%
TFA
50
Trinity Financial Advisors
Ohio
$21.6M +$438K +11,896 +2%
1
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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.