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Dimensional International Value ETF
DFIV

Overview Fund Activity

598 hedge funds and large institutions have $7.11B invested in Dimensional International Value ETF in 2024 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 263 increasing their positions, 139 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
598
Holders Change
+70
Holders Change %
+13.26%
% of All Funds
7.96%
Holding in Top 10
88
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+18.92%
% of All Funds
1.17%
New
104
Increased
263
Reduced
139
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
$201M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$726M
3
FPAS
Focus Partners Advisor Solutions
Missouri
$191M
4
EWA
EP Wealth Advisors
California
$94.6M
5
SC
Savant Capital
Illinois
$294M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$631M
2
Jane Street
Jane Street
New York
$0
3
OMC
Old Mission Capital
Illinois
$0
4
IWC
Integrated Wealth Concepts
Massachusetts
$9.64M
5
FIS
Fischer Investment Strategies
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MIC
501
Meridian Investment Counsel
California
$213K – – –
FA
502
Fortis Advisors
Pennsylvania
$212K +$2.06K +58 +1%
RWM
503
Rockwood Wealth Management
Pennsylvania
$212K +$4.32K +122 +2%
VF
504
Vestment Financial
Minnesota
$212K +$212K +5,923 New
CCM
505
Coldstream Capital Management
Washington
$211K +$211K +5,956 New
IF
506
Intrua Financial
Texas
$211K – – –
GD
507
Grandfield & Dodd
New York
$208K – – –
QCM
508
QRG Capital Management
Illinois
$206K +$206K +5,806 New
RWA
509
Redhawk Wealth Advisors
Minnesota
$205K -$2.02K -57 -1%
CSP
510
Cary Street Partners
Virginia
$202K +$202K +5,697 New
KPWM
511
KDK Private Wealth Management
Texas
$200K +$200K +5,641 New
GRP
512
Global Retirement Partners
California
$198K +$86.5K +2,439 +78%
PTC
513
Private Trust Company
Ohio
$192K – – –
RBC
514
Roble Belko & Company
Pennsylvania
$159K – – –
IA
515
IFP Advisors
Florida
$153K +$59.8K +1,686 +64%
AIP
516
Ameritas Investment Partners
Nebraska
$146K +$5.86K +165 +4%
ACA
517
Aptus Capital Advisors
Alabama
$132K -$7.52K -212 -5%
T
518
Transce3nd
Texas
$128K +$128K +3,516 New
ME
519
McIlrath & Eck
Washington
$125K -$5.64K -159 -4%
SMA
520
Sage Mountain Advisors
Georgia
$118K – – –
TWD
521
True Wealth Design
Ohio
$115K – – –
Franklin Resources
522
Franklin Resources
California
$114K +$1.14K +32 +1%
RI
523
Ridgewood Investments
New Jersey
$112K +$816 +23 +0.7%
S
524
SignatureFD
Georgia
$108K +$108K +3,034 New
TFM
525
TFC Financial Management
Massachusetts
$107K +$1.06K +30 +1%
19 20
21
22 23