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Dimensional International Value ETF
DFIV

Overview Fund Activity

678 hedge funds and large institutions have $10.6B invested in Dimensional International Value ETF in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 297 increasing their positions, 193 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
+45
Holders Change %
+7.11%
% of All Funds
9.09%
Holding in Top 10
96
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.13%
% of All Funds
1.29%
New
75
Increased
297
Reduced
193
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.05B
2
KIM
Kestra Investment Management
Texas
$210M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$905M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$71.6M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$853M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$18.5M
2
Jane Street
Jane Street
New York
$58.5M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$500M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0
5
Osaic Holdings
Osaic Holdings
Arizona
$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$71.6M +$42.3M +987,534 +145%
UBS Group
27
UBS Group
Switzerland
$68.6M +$778K +18,175 +1%
CWS
28
Confluence Wealth Services
Pennsylvania
$67.9M +$3.07M +71,664 +5%
Kovitz Investment Group Partners
29
Kovitz Investment Group Partners
Illinois
$65.2M +$4.48M +104,502 +7%
CL
30
Choreo LLC
Illinois
$64.9M -$4.49M -104,770 -6%
TWA
31
TCI Wealth Advisors
Arizona
$64.1M +$3.11M +72,652 +5%
Jane Street
32
Jane Street
New York
$58.5M -$30.3M -706,728 -34%
DFS
33
Dixon Fnancial Services
California
$57.3M -$547K -12,781 -0.9%
EAM
34
Evanson Asset Management
California
$55.9M +$2.16M +50,345 +4%
Bank of America
35
Bank of America
North Carolina
$55.8M +$14.1M +328,055 +34%
AC
36
Apella Capital
Connecticut
$51.7M -$886K -20,734 -2%
BHWM
37
Beaird Harris Wealth Management
Texas
$50.7M -$255K -5,953 -0.5%
FWP
38
Falcon Wealth Planning
California
$50.3M -$1.18M -27,538 -2%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$49.9M -$1.7M -39,683 -3%
WMN
40
Wealth Management Nebraska
Nebraska
$49.6M +$2.21M +51,733 +5%
TLFA
41
True Link Financial Advisors
California
$47M +$60.8K +1,419 +0.1%
MPW
42
MASECO Private Wealth
$45.5M +$45.5M +1,063,359 New
Jones Financial Companies
43
Jones Financial Companies
Missouri
$42.7M +$13.5M +314,777 +46%
VFP
44
Verus Financial Partners
Virginia
$37.2M +$955K +21,942 +3%
SFS
45
Strategic Financial Services
New York
$36.7M +$51.7K +1,208 +0.1%
TWP
46
Total Wealth Planning
Ohio
$36.5M +$584K +13,632 +2%
PCI
47
Planning Center Inc
Illinois
$35.9M -$1.14M -26,649 -3%
KAM
48
KEB Asset Management
Illinois
$35.4M +$677K +15,810 +2%
PFG
49
Premier Financial Group
California
$34.7M +$34.7M +770,167 New
EWA
50
Exencial Wealth Advisors
Oklahoma
$31.8M +$2.03M +47,284 +7%
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