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Dimensional International Value ETF
DFIV

604 hedge funds and large institutions have $7.13B invested in Dimensional International Value ETF in 2024 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 266 increasing their positions, 139 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 28

91% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 139

20% more funds holding in top 10

Funds holding in top 10: 74 → 89 (+15)

14% more funds holding

Funds holding: 531 → 604 (+73)

3.17% more ownership

Funds ownership: 85.07% → 88.23% (+3.2%)

3% more capital invested

Capital invested by funds: $6.9B → $7.13B (+$230M)

Holders
604
Holders Change
+73
Holders Change %
+13.75%
% of All Funds
7.96%
Holding in Top 10
89
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+20.27%
% of All Funds
1.17%
New
107
Increased
266
Reduced
139
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
+$207M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.5M
3
FPAS
Focus Partners Advisor Solutions
Missouri
+$44.4M
4
EWA
EP Wealth Advisors
California
+$20.7M
5
SC
Savant Capital
Illinois
+$19.6M

Top Sellers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$58.6M
2
Jane Street
Jane Street
New York
-$16.6M
3
OMC
Old Mission Capital
Illinois
-$9.88M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$6.36M
5
FIS
Fischer Investment Strategies
California
-$4.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
26
Kestra Investment Management
Texas
$52.4M +$15.2M +413,279 +39%
DFS
27
Dixon Fnancial Services
California
$49.2M -$342K -9,327 -0.7%
Kovitz Investment Group Partners
28
Kovitz Investment Group Partners
Illinois
$48.8M +$4.35M +118,592 +9%
TWA
29
TCI Wealth Advisors
Arizona
$48.7M +$2.21M +60,186 +5%
EAM
30
Evanson Asset Management
California
$45.3M +$1.57M +42,893 +3%
AC
31
Apella Capital
Connecticut
$44.7M -$304K -8,277 -0.7%
WMN
32
Wealth Management Nebraska
Nebraska
$42M +$43.4M +1,183,733 New
BHWM
33
Beaird Harris Wealth Management
Texas
$41.7M +$3.2M +87,282 +8%
FWP
34
Falcon Wealth Planning
California
$41.2M +$1.01M +27,579 +2%
UBS Group
35
UBS Group
Switzerland
$39.5M +$445K +12,140 +1%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$38.9M +$4.62M +125,851 +13%
TLFA
37
True Link Financial Advisors
California
$37.8M -$1.21M -32,994 -3%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$35.3M +$2.55M +69,576 +8%
PCI
39
Planning Center Inc
Illinois
$31.5M +$242K +6,603 +0.7%
SFS
40
Strategic Financial Services
New York
$30.1M +$992K +27,052 +3%
FMWA
41
Forvis Mazars Wealth Advisors
Missouri
$29M -$548K -14,939 -2%
VFP
42
Verus Financial Partners
Virginia
$28.7M +$384K +10,460 +1%
TWP
43
Total Wealth Planning
Ohio
$28.6M +$2.85M +77,610 +11%
KAM
44
KEB Asset Management
Illinois
$28.3M +$2.26M +61,743 +8%
SC
45
Schoolcraft Capital
Colorado
$27.5M +$145K +3,941 +0.5%
WCWM
46
Willow Creek Wealth Management
California
$26.5M +$604K +16,464 +2%
WA
47
Wealth Architects
California
$26.3M +$2.18M +59,416 +9%
BPA
48
Beacon Pointe Advisors
California
$25.8M -$474K -12,918 -2%
MSWM
49
McGlone Suttner Wealth Management
Wisconsin
$24.9M +$6.18M +168,500 +32%
MWM
50
Merriman Wealth Management
Washington
$23.8M -$71.5K -1,951 -0.3%
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DFIV Hedge Fund Activity: Q4 2024 in Review

604 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q4 2024, worth a combined $7.13B — up 3.3% from $6.9B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new DFIV positions and 28 closed out — a net gain of 79 holders — while 266 added to existing stakes and 139 trimmed.

The largest buyer was Macquarie Group, opening a new position worth an estimated $207M. The largest seller was Mercer Global Advisors, cutting an estimated $58.6M.

  • 604 institutional investors held Dimensional International Value ETF (DFIV) as of Q4 2024, up from 531 in Q3 2024.
  • Funds reported $7.13B of Dimensional International Value ETF stock for Q4 2024, up 3.3% quarter-over-quarter.
  • 107 funds opened new Dimensional International Value ETF positions in Q4 2024 and 28 closed out, a net change of +79 holders.
  • The largest Dimensional International Value ETF buyer in Q4 2024 was Macquarie Group, an estimated $207M added.
  • The largest Dimensional International Value ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $58.6M sold.

Based on aggregated 13F filings for Q4 2024.