Dimensional International Value ETF
DFIV
481 hedge funds and large institutions have $5.22B invested in Dimensional International Value ETF in 2023 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 208 increasing their positions, 132 reducing their positions, and 21 closing their positions.
324% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 21
58% more repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 132
15% more funds holding
Funds holding: 417 → 481 (+64)
9% more capital invested
Capital invested by funds: $4.79B → $5.22B (+$429M)
1% more funds holding in top 10
Funds holding in top 10: 74 → 75 (+1)
0.93% less ownership
Funds ownership: 82.38% → 81.46% (-0.93%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$155M |
| 2 |
PWS
Paragon Wealth Strategies
Jacksonville,
Florida
|
+$40.9M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$36.9M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$34.7M |
| 5 |
CWS
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
+$18.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$140M |
| 2 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$117M |
| 3 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
-$47.2M |
| 4 |
I
INVST
Indianapolis,
Indiana
|
-$24.9M |
| 5 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
-$16.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NIC
501
Northwest Investment Counselors
Lake Oswego,
Oregon
| – | -$5.22K | -160 | Closed |
|
502
Citigroup
New York
| – | -$98 | -3 | Closed |
|
DFIV Hedge Fund Activity: Q4 2023 in Review
481 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q4 2023, worth a combined $5.22B — up 9% from $4.79B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new DFIV positions and 21 closed out — a net gain of 68 holders — while 208 added to existing stakes and 132 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $155M. The largest seller was Jane Street, cutting an estimated $140M.
- 481 institutional investors held Dimensional International Value ETF (DFIV) as of Q4 2023, up from 417 in Q3 2023.
- Funds reported $5.22B of Dimensional International Value ETF stock for Q4 2023, up 9% quarter-over-quarter.
- 89 funds opened new Dimensional International Value ETF positions in Q4 2023 and 21 closed out, a net change of +68 holders.
- The largest Dimensional International Value ETF buyer in Q4 2023 was PNC Financial Services Group, an estimated $155M added.
- The largest Dimensional International Value ETF seller in Q4 2023 was Jane Street, an estimated $140M sold.
Based on aggregated 13F filings for Q4 2023.