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Dimensional International Value ETF
DFIV

Overview Fund Activity

528 hedge funds and large institutions have $6.88B invested in Dimensional International Value ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 242 increasing their positions, 147 reducing their positions, and 16 closing their positions.

Holders
528
Holders Change
+27
Holders Change %
+5.39%
% of All Funds
7.64%
Holding in Top 10
74
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.9%
% of All Funds
1.07%
New
47
Increased
242
Reduced
147
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$429M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$721M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$734M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$47.7M
5
KIM
5
Kestra Investment Management
Texas
$40.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$16.6M
2
FWP
2
Falcon Wealth Planning
California
$43.2M
3
MHS
3
M Holdings Securities
Oregon
$0
4
I
4
INVST
Indiana
$0
5
WAM
5
WNY Asset Management
New York
$298K
Name Market Value Shares Shares
Change 		Shares
Change %
AC
26
Apella Capital
Connecticut
$48M 1,267,578 +80,522 +7%
Kovitz Investment Group Partners
27
Kovitz Investment Group Partners
Illinois
$47.7M 1,257,825 +1,257,825 New
CWS
28
Confluence Wealth Services
Pennsylvania
$47.5M 1,247,433 +71,134 +6%
EAM
29
Evanson Asset Management
California
$47M 1,235,243 +35,628 +3%
FWP
30
Falcon Wealth Planning
California
$43.2M 1,135,022 -678,037 -37%
UBS Group
31
UBS Group
Switzerland
$41.9M 1,099,914 -7,406 -0.7%
TLFA
32
True Link Financial Advisors
California
$41.8M 1,098,326 +73,026 +7%
BHWM
33
Beaird Harris Wealth Management
Texas
$41.4M 1,087,484 +59,209 +6%
KIM
34
Kestra Investment Management
Texas
$40.5M 1,064,220 +1,064,220 New
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$37M 971,454 +141,997 +17%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$35.2M 924,583 +69,553 +8%
PCI
37
Planning Center Inc
Illinois
$33.6M 881,226 +10,590 +1%
FMWA
38
Forvis Mazars Wealth Advisors
Missouri
$31.7M 833,243 -20,658 -2%
SFS
39
Strategic Financial Services
New York
$31.2M 820,053 +182 +0%
VFP
40
Verus Financial Partners
Virginia
$30.3M 800,836 +5,260 +0.7%
SC
41
Schoolcraft Capital
Colorado
$29.4M 772,215 +11,787 +2%
BPA
42
Beacon Pointe Advisors
California
$28.2M 739,314 +13,025 +2%
KAM
43
KEB Asset Management
Illinois
$28M 734,832 +17,264 +2%
WCWM
44
Willow Creek Wealth Management
California
$27.8M 730,066 -16,426 -2%
TWP
45
Total Wealth Planning
Ohio
$27.7M 727,283 +42,983 +6%
WA
46
Wealth Architects
California
$26M 681,820 +33,739 +5%
HIGP
47
Hill Investment Group Partners
Missouri
$25.6M 709,240 +338 +0%
MWM
48
Merriman Wealth Management
Washington
$25.6M 671,826 +20,339 +3%
EWA
49
Exencial Wealth Advisors
Oklahoma
$23.2M 608,344 +44,951 +8%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$22.6M 593,353 -35,885 -6%
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