DFIV icon

Dimensional International Value ETF
DFIV

Overview Fund Activity

480 hedge funds and large institutions have $5.21B invested in Dimensional International Value ETF in 2023 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 207 increasing their positions, 132 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
+64
Holders Change %
+15.38%
% of All Funds
7.04%
Holding in Top 10
75
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.35%
% of All Funds
1.1%
New
89
Increased
207
Reduced
132
Closed
21
Calls
$14K
Puts
–
Net Calls
+$14K
Net Calls Change
+$14K

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$163M
2
PWS
Paragon Wealth Strategies
Florida
+$43M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$38.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$36.5M
5
CWS
Confluence Wealth Services
Pennsylvania
+$19.2M

Top Sellers

1
Jane Street
Jane Street
New York
-$147M
2
SIS
Strategic Investment Solutions
Illinois
-$123M
3
FPAS
Focus Partners Advisor Solutions
Missouri
-$49.7M
4
I
INVST
Indiana
-$24.9M
5
BSW
Buckingham Strategic Wealth
Missouri
-$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
476
Gradient Investments
Minnesota
$3.02K +$3.02K +88 New
BWM
477
Baystate Wealth Management
Massachusetts
$1.87K +$1.87K +54 New
ACA
478
American Capital Advisory
Idaho
$928 +$928 +27 New
AIC
479
Archer Investment Corporation
Indiana
$893 +$893 +26 New
PS
480
Principal Securities
Iowa
$137 +$137 +4 New
I
481
INVST
Indiana
– -$24.9M -763,837 Closed
Susquehanna International Group
482
Susquehanna International Group
Pennsylvania
– -$6.12M -187,625 Closed
3LCM
483
3D/L Capital Management
Connecticut
– -$2.08M -63,827 Closed
PSCM
484
Per Stirling Capital Management
Texas
– -$1.91M -58,614 Closed
UCFA
485
United Capital Financial Advisors
Texas
– -$1.69M -51,829 Closed
T
486
TCWP
Ohio
– -$523K -16,044 Closed
TC
487
TownSquare Capital
Utah
– -$514K -15,752 Closed
FCM
488
Fortis Capital Management
Washington
– -$404K -12,392 Closed
HF
489
HRT Financial
New York
– -$302K -9,266 Closed
Koshinski Asset Management
490
Koshinski Asset Management
Illinois
– -$296K -9,085 Closed
RFM
491
Royal Fund Management
Florida
– -$287K -9,002 Closed
EW
492
Evoke Wealth
California
– -$267K -8,193 Closed
EA
493
Efficient Advisors
Ohio
– -$241K -7,403 Closed
WFA
494
WestHill Financial Advisors
California
– -$47.8K -1,464 Closed
TRCT
495
Tower Research Capital (TRC)
New York
– -$40.7K -1,249 Closed
CSPIA
496
Cary Street Partners Investment Advisory
Virginia
– -$38.1K -1,169 Closed
PA
497
Parallel Advisors
California
– -$31.3K -960 Closed
BAAM
498
Baker Avenue Asset Management
California
– -$14.9K -457 Closed
VWM
499
Valley Wealth Managers
New Jersey
– -$6.07K -186 Closed
NIC
500
Northwest Investment Counselors
Oregon
– -$5.22K -160 Closed
17 18 19
20
21