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Dimensional International Value ETF

719 hedge funds and large institutions have $11B invested in Dimensional International Value ETF in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 336 increasing their positions, 197 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 21

71% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 197

4% more funds holding

Funds holding: 689719 (+30)

3% more funds holding in top 10

Funds holding in top 10: 9699 (+3)

3% more capital invested

Capital invested by funds: $10.7B → $11B (+$341M)

7.67% less ownership

Funds ownership: 88.06%80.39% (-7.7%)

Holders
719
Holders Change
+30
Holders Change %
+4.35%
% of All Funds
9.44%
Holding in Top 10
99
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.13%
% of All Funds
1.3%
New
68
Increased
336
Reduced
197
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$80.6M +$6.56M +146,571 +9%
CWS
27
Confluence Wealth Services
Pennsylvania
$76.6M +$3.45M +77,190 +5%
JTWM
28
Jackson Thornton Wealth Management
Alabama
$76M -$1.49M -33,259 -2%
TWA
29
TCI Wealth Advisors
Arizona
$72.2M +$3.12M +69,733 +5%
Kovitz Investment Group Partners
30
Kovitz Investment Group Partners
Illinois
$71.1M +$896K +20,034 +1%
Jones Financial Companies
31
Jones Financial Companies
Missouri
$63.2M +$16.7M +372,397 +37%
EAM
32
Evanson Asset Management
California
$62.6M +$2.34M +52,365 +4%
CL
33
Choreo LLC
Illinois
$61.3M -$8.31M -185,710 -12%
DFS
34
Dixon Fnancial Services
California
$61.1M -$596K -13,326 -1%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$58.3M +$4.41M +98,522 +8%
FWP
36
Falcon Wealth Planning
California
$56.8M +$2.6M +58,111 +5%
WMN
37
Wealth Management Nebraska
Nebraska
$55.7M +$2.09M +46,709 +4%
BHWM
38
Beaird Harris Wealth Management
Texas
$54.7M +$79.2K +1,770 +0.1%
AC
39
Apella Capital
Connecticut
$53.6M -$1.89M -42,193 -3%
TLFA
40
True Link Financial Advisors
California
$51.9M +$1.26M +28,078 +3%
WTB
41
Washington Trust Bank
Washington
$51M +$18M +402,399 +57%
MPW
42
MASECO Private Wealth
$48.2M -$779K -17,407 -2%
TWP
43
Total Wealth Planning
Ohio
$40.6M +$1.27M +28,368 +3%
SFS
44
Strategic Financial Services
New York
$39.2M -$296K -6,617 -0.8%
VFP
45
Verus Financial Partners
Virginia
$39M -$411K -9,187 -1%
KAM
46
KEB Asset Management
Illinois
$38.5M +$367K +8,195 +1%
PCI
47
Planning Center Inc
Illinois
$37.9M -$782K -17,473 -2%
SWA
48
Sax Wealth Advisors
New Jersey
$37.4M +$7.08M +158,304 +24%
EWA
49
Exencial Wealth Advisors
Oklahoma
$36.8M +$2.5M +55,793 +8%
RFP
50
Root Financial Partners
California
$36M +$8.39M +187,437 +32%