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Dimensional International Value ETF
DFIV

531 hedge funds and large institutions have $6.9B invested in Dimensional International Value ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 245 increasing their positions, 147 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

67% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 147

12% more capital invested

Capital invested by funds: $6.17B → $6.9B (+$729M)

5% more funds holding

Funds holding: 504 → 531 (+27)

1.08% more ownership

Funds ownership: 83.98% → 85.07% (+1.1%)

4% less funds holding in top 10

Funds holding in top 10: 77 → 74 (-3)

Holders
531
Holders Change
+27
Holders Change %
+5.36%
% of All Funds
7.62%
Holding in Top 10
74
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.9%
% of All Funds
1.06%
New
47
Increased
245
Reduced
147
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$416M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$159M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$99.2M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$46.5M
5
KIM
Kestra Investment Management
Texas
+$39.4M

Top Sellers

1
Jane Street
Jane Street
New York
-$130M
2
FWP
Falcon Wealth Planning
California
-$25.1M
3
MHS
M Holdings Securities
Oregon
-$24.2M
4
I
INVST
Indiana
-$20.2M
5
WAM
WNY Asset Management
New York
-$6.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
476
Wilmington Savings Fund Society
Delaware
$88.5K +$86K +2,324 New
GWM
477
Geneos Wealth Management
Colorado
$87.8K – – –
BCWM
478
Bartlett & Co Wealth Management
Ohio
$85.6K – – –
HGERS
479
Householder Group Estate & Retirement Specialist
Arizona
$79K +$76.9K +2,080 New
TIM
480
Thompson Investment Management
Wisconsin
$74.8K – – –
PCFFS
481
Pacific Center for Financial Services
California
$70.5K – – –
SN
482
Sittner & Nelson
Oregon
$65.5K – – –
SIA
483
Sit Investment Associates
Minnesota
$65K – – –
BTI
484
Blue Trust Inc
Georgia
$63.7K – – –
CAS
485
Coppell Advisory Solutions
Texas
$60.7K -$740 -20 -1%
AssetMark Inc
486
AssetMark Inc
California
$59.8K -$444 -12 -0.8%
PFBT
487
Parkside Financial Bank & Trust
Missouri
$55.6K +$2.77K +75 +5%
CAL
488
Capital Advisors Ltd
Ohio
$54K – – –
PAG
489
Paladin Advisory Group
Iowa
$50.8K +$49.4K +1,335 New
GWANC
490
Guardian Wealth Advisors (North Carolina)
North Carolina
$49K – – –
Bank of Montreal
491
Bank of Montreal
Ontario, Canada
$44K +$42.5K +1,150 New
GEA
492
Glen Eagle Advisors
New Jersey
$40K – – –
DF
493
DecisionPoint Financial
Arizona
$39.4K – – –
FWP
494
FAS Wealth Partners
Kansas
$38.8K – – –
HC
495
Hara Capital
Washington
$38.1K +$37K +1,000 New
ACA
496
American Capital Advisory
Idaho
$36.8K +$34.7K +939 +3,478%
PWMG
497
Private Wealth Management Group
New Jersey
$34.4K – – –
JFGIW
498
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$33.1K +$32.1K +869 New
PCMC
499
Private Capital Management (Colorado)
Colorado
$32.6K -$282K -7,615 -90%
WFA
500
West Financial Advisors
Iowa
$25.4K – – –
18 19
20
21 22

DFIV Hedge Fund Activity: Q3 2024 in Review

531 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q3 2024, worth a combined $6.9B — up 12% from $6.17B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new DFIV positions and 16 closed out — a net gain of 31 holders — while 245 added to existing stakes and 147 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $416M. The largest seller was Jane Street, cutting an estimated $130M.

  • 531 institutional investors held Dimensional International Value ETF (DFIV) as of Q3 2024, up from 504 in Q2 2024.
  • Funds reported $6.9B of Dimensional International Value ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 47 funds opened new Dimensional International Value ETF positions in Q3 2024 and 16 closed out, a net change of +31 holders.
  • The largest Dimensional International Value ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $416M added.
  • The largest Dimensional International Value ETF seller in Q3 2024 was Jane Street, an estimated $130M sold.

Based on aggregated 13F filings for Q3 2024.