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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
SFC
501
SYM Financial Corp
Indiana
$23.5K – – –
KFI
502
Key Financial Inc
Pennsylvania
$21.9K – – –
Bessemer Group
503
Bessemer Group
New Jersey
$21K +$20.3K +550 New
BC
504
Barrett & Company
Rhode Island
$20.9K – – –
TC
505
Truvestments Capital
Florida
$19.8K +$19.3K +521 New
1IA
506
1620 Investment Advisors
Massachusetts
$19.8K – – –
HI
507
Harbour Investments
Wisconsin
$15.5K – – –
GGI
508
Godsey & Gibb Inc
Virginia
$15.3K – – –
PCA
509
Providence Capital Advisors
North Carolina
$14.2K – – –
LIS
510
Legacy Investment Solutions
Idaho
$14.1K +$14.5K +392 New
LWMI
511
Legacy Wealth Management (Idaho)
Idaho
$14.1K +$14.5K +392 New
PA
512
Pineridge Advisors
Missouri
$14.1K +$74 +2 +0.5%
HFS
513
Hantz Financial Services
Michigan
$14K +$13.7K +370 New
SIS
514
Sound Income Strategies
Florida
$13K – – –
EWP
515
Elevation Wealth Partners
California
$12.5K – – –
HR
516
Howe & Rusling
New York
$11.9K – – –
Qube Research & Technologies (QRT)
517
Qube Research & Technologies (QRT)
United Kingdom
$11.8K +$11.4K +309 New
SRCM
518
Signature Resources Capital Management
California
$11.6K – – –
OLVIG
519
Oliver Lagore Vanvalin Investment Group
Michigan
$10.7K +$851 +23 +9%
NP
520
NorthRock Partners
Minnesota
$9.82K – – –
BMC
521
Bear Mountain Capital
Washington
$8.52K – – –
PA
522
Parallel Advisors
California
$8.3K -$4.66K -126 -37%
NIC
523
Northwest Investment Counselors
Oregon
$6.09K +$5.92K +160 New
AIC
524
Archer Investment Corporation
Indiana
$5.83K – – –
HBW
525
Hazlett, Burt & Watson
West Virginia
$5K +$37 +1 +0.7%
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.