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Dimensional International Value ETF
DFIV

504 hedge funds and large institutions have $6.17B invested in Dimensional International Value ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 236 increasing their positions, 136 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 27

74% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 136

6% more capital invested

Capital invested by funds: $5.82B → $6.17B (+$347M)

4% more funds holding

Funds holding: 486 → 504 (+18)

3% more funds holding in top 10

Funds holding in top 10: 75 → 77 (+2)

2.11% more ownership

Funds ownership: 81.87% → 83.98% (+2.1%)

Holders
504
Holders Change
+18
Holders Change %
+3.7%
% of All Funds
7.28%
Holding in Top 10
77
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.67%
% of All Funds
1.11%
New
50
Increased
236
Reduced
136
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$91.7M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$69.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$67.5M
4
FG
Foster Group
Iowa
+$60M
5
Creative Planning
Creative Planning
Kansas
+$37.6M

Top Sellers

1
RVPG
Relative Value Partners Group
-$34.5M
2
EF
Empowered Funds
Pennsylvania
-$23.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$8.19M
4
FCAS
First Command Advisory Services
Texas
-$7.04M
5
NEWAS
N.E.W. Advisory Services
Wisconsin
-$5.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
476
Private Wealth Management Group
New Jersey
$32.5K -$8.91K -242 -21%
Fidelity Investments
477
Fidelity Investments
Massachusetts
$29.8K – – –
TCWA
478
Turtle Creek Wealth Advisors
Texas
$27.9K +$28.6K +776 New
WFA
479
West Financial Advisors
Iowa
$23.9K +$24.5K +666 New
SFC
480
SYM Financial Corp
Indiana
$22.1K – – –
KFI
481
Key Financial Inc
Pennsylvania
$20.7K – – –
BC
482
Barrett & Company
Rhode Island
$19.7K – – –
1IA
483
1620 Investment Advisors
Massachusetts
$18.7K +$19.1K +520 New
HI
484
Harbour Investments
Wisconsin
$14.7K -$5.45K -148 -27%
GGI
485
Godsey & Gibb Inc
Virginia
$14.4K +$14.8K +401 New
AFWM
486
Abich Financial Wealth Management
Virginia
$13.5K +$13.8K +376 New
PCA
487
Providence Capital Advisors
North Carolina
$13.4K – – –
PA
488
Pineridge Advisors
Missouri
$13.2K – – –
PA
489
Parallel Advisors
California
$12.4K +$12.7K +344 New
SIS
490
Sound Income Strategies
Florida
$12.3K – – –
EWP
491
Elevation Wealth Partners
California
$11.8K – – –
HR
492
Howe & Rusling
New York
$11.3K – – –
SRCM
493
Signature Resources Capital Management
California
$10.9K – – –
RIL
494
Rothschild Investment LLC
Illinois
$9.34K +$9.57K +260 New
OLVIG
495
Oliver Lagore Vanvalin Investment Group
Michigan
$9.31K +$2.69K +73 +39%
NP
496
NorthRock Partners
Minnesota
$9.27K – – –
BMC
497
Bear Mountain Capital
Washington
$8.55K – – –
AIC
498
Archer Investment Corporation
Indiana
$5.5K – – –
HBW
499
Hazlett, Burt & Watson
West Virginia
$5K +$5.12K +139 New
PS
500
Principal Securities
Iowa
$3.99K +$4.09K +111 New
18 19
20
21 22

DFIV Hedge Fund Activity: Q2 2024 in Review

504 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q2 2024, worth a combined $6.17B — up 6% from $5.82B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new DFIV positions and 27 closed out — a net gain of 23 holders — while 236 added to existing stakes and 136 trimmed.

The largest buyer was Jane Street, adding an estimated $91.7M. The largest seller was Relative Value Partners Group, exiting entirely with an estimated $34.5M sold.

  • 504 institutional investors held Dimensional International Value ETF (DFIV) as of Q2 2024, up from 486 in Q1 2024.
  • Funds reported $6.17B of Dimensional International Value ETF stock for Q2 2024, up 6% quarter-over-quarter.
  • 50 funds opened new Dimensional International Value ETF positions in Q2 2024 and 27 closed out, a net change of +23 holders.
  • The largest Dimensional International Value ETF buyer in Q2 2024 was Jane Street, an estimated $91.7M added.
  • The largest Dimensional International Value ETF seller in Q2 2024 was Relative Value Partners Group, an estimated $34.5M sold.

Based on aggregated 13F filings for Q2 2024.