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Dimensional International Value ETF
DFIV

Overview Fund Activity

598 hedge funds and large institutions have $7.11B invested in Dimensional International Value ETF in 2024 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 263 increasing their positions, 139 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
598
Holders Change
+70
Holders Change %
+13.26%
% of All Funds
7.96%
Holding in Top 10
88
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+18.92%
% of All Funds
1.17%
New
104
Increased
263
Reduced
139
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$201M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$726M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$191M
4
EWA
4
EP Wealth Advisors
California
$94.6M
5
SC
5
Savant Capital
Illinois
$294M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$631M
2
Jane Street
2
Jane Street
New York
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$9.64M
5
FIS
5
Fischer Investment Strategies
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
26
Kestra Investment Management
Texas
$52.4M +$14.7M +413,279 +39%
DFS
27
Dixon Fnancial Services
California
$49.2M -$331K -9,327 -0.7%
Kovitz Investment Group Partners
28
Kovitz Investment Group Partners
Illinois
$48.8M +$4.21M +118,592 +9%
TWA
29
TCI Wealth Advisors
Arizona
$48.7M +$2.14M +60,186 +5%
EAM
30
Evanson Asset Management
California
$45.3M +$1.52M +42,893 +3%
AC
31
Apella Capital
Connecticut
$44.7M -$294K -8,277 -0.7%
WMN
32
Wealth Management Nebraska
Nebraska
$42M +$42M +1,183,733 New
BHWM
33
Beaird Harris Wealth Management
Texas
$41.7M +$3.1M +87,282 +8%
FWP
34
Falcon Wealth Planning
California
$41.2M +$979K +27,579 +2%
UBS Group
35
UBS Group
Switzerland
$39.5M +$431K +12,140 +1%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$38.9M +$4.47M +125,851 +13%
TLFA
37
True Link Financial Advisors
California
$37.8M -$1.17M -32,994 -3%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$35.3M +$2.47M +69,576 +8%
PCI
39
Planning Center Inc
Illinois
$31.5M +$234K +6,603 +0.7%
SFS
40
Strategic Financial Services
New York
$30.1M +$960K +27,052 +3%
FMWA
41
Forvis Mazars Wealth Advisors
Missouri
$29M -$530K -14,939 -2%
VFP
42
Verus Financial Partners
Virginia
$28.7M +$370K +10,460 +1%
TWP
43
Total Wealth Planning
Ohio
$28.6M +$2.75M +77,610 +11%
KAM
44
KEB Asset Management
Illinois
$28.3M +$2.19M +61,743 +8%
SC
45
Schoolcraft Capital
Colorado
$27.5M +$140K +3,941 +0.5%
WCWM
46
Willow Creek Wealth Management
California
$26.5M +$584K +16,464 +2%
WA
47
Wealth Architects
California
$26.3M +$2.11M +59,416 +9%
BPA
48
Beacon Pointe Advisors
California
$25.8M -$458K -12,918 -2%
MSWM
49
McGlone Suttner Wealth Management
Wisconsin
$24.9M +$5.98M +168,500 +32%
MWM
50
Merriman Wealth Management
Washington
$23.8M -$69.2K -1,951 -0.3%
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