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Dimensional International Value ETF
DFIV

604 hedge funds and large institutions have $7.13B invested in Dimensional International Value ETF in 2024 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 266 increasing their positions, 139 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 28

91% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 139

20% more funds holding in top 10

Funds holding in top 10: 74 → 89 (+15)

14% more funds holding

Funds holding: 531 → 604 (+73)

3.17% more ownership

Funds ownership: 85.07% → 88.23% (+3.2%)

3% more capital invested

Capital invested by funds: $6.9B → $7.13B (+$230M)

Holders
604
Holders Change
+73
Holders Change %
+13.75%
% of All Funds
7.96%
Holding in Top 10
89
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+20.27%
% of All Funds
1.17%
New
107
Increased
266
Reduced
139
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
+$207M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.5M
3
FPAS
Focus Partners Advisor Solutions
Missouri
+$44.4M
4
EWA
EP Wealth Advisors
California
+$20.7M
5
SC
Savant Capital
Illinois
+$19.6M

Top Sellers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$58.6M
2
Jane Street
Jane Street
New York
-$16.6M
3
OMC
Old Mission Capital
Illinois
-$9.88M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$6.36M
5
FIS
Fischer Investment Strategies
California
-$4.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
501
VERITY Wealth Advisors
United States
$240K – – –
FA
502
Faithward Advisors
Pennsylvania
$239K +$17.6K +480 +8%
LNWWM
503
Laird Norton Wetherby Wealth Management
California
$229K – – –
PWA
504
Physician Wealth Advisors
Utah
$221K – – –
GSAM
505
Grant Street Asset Management
Pennsylvania
$217K +$1.14K +31 +0.5%
MIC
506
Meridian Investment Counsel
California
$213K – – –
FA
507
Fortis Advisors
Pennsylvania
$212K +$2.13K +58 +1%
RWM
508
Rockwood Wealth Management
Pennsylvania
$212K +$4.47K +122 +2%
VF
509
Vestment Financial
Minnesota
$212K +$217K +5,923 New
CCM
510
Coldstream Capital Management
Washington
$211K +$218K +5,956 New
IF
511
Intrua Financial
Texas
$211K – – –
GD
512
Grandfield & Dodd
New York
$208K – – –
QCM
513
QRG Capital Management
Illinois
$206K +$213K +5,806 New
RWA
514
Redhawk Wealth Advisors
Minnesota
$205K -$2.09K -57 -1%
CSP
515
Cary Street Partners
Virginia
$202K +$209K +5,697 New
KPWM
516
KDK Private Wealth Management
Texas
$200K +$207K +5,641 New
GRP
517
Global Retirement Partners
California
$198K +$89.4K +2,439 +78%
PTC
518
Private Trust Company
Ohio
$192K – – –
CT
519
Caldwell Trust
Florida
$182K +$188K +5,130 New
RBC
520
Roble Belko & Company
Pennsylvania
$159K – – –
IA
521
IFP Advisors
Florida
$153K +$61.8K +1,686 +64%
AIP
522
Ameritas Investment Partners
Nebraska
$146K +$6.05K +165 +4%
ACA
523
Aptus Capital Advisors
Alabama
$132K -$7.77K -212 -5%
T
524
Transce3nd
Texas
$128K +$129K +3,516 New
ME
525
McIlrath & Eck
Washington
$125K -$5.83K -159 -4%
19 20
21
22 23

DFIV Hedge Fund Activity: Q4 2024 in Review

604 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q4 2024, worth a combined $7.13B — up 3.3% from $6.9B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new DFIV positions and 28 closed out — a net gain of 79 holders — while 266 added to existing stakes and 139 trimmed.

The largest buyer was Macquarie Group, opening a new position worth an estimated $207M. The largest seller was Mercer Global Advisors, cutting an estimated $58.6M.

  • 604 institutional investors held Dimensional International Value ETF (DFIV) as of Q4 2024, up from 531 in Q3 2024.
  • Funds reported $7.13B of Dimensional International Value ETF stock for Q4 2024, up 3.3% quarter-over-quarter.
  • 107 funds opened new Dimensional International Value ETF positions in Q4 2024 and 28 closed out, a net change of +79 holders.
  • The largest Dimensional International Value ETF buyer in Q4 2024 was Macquarie Group, an estimated $207M added.
  • The largest Dimensional International Value ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $58.6M sold.

Based on aggregated 13F filings for Q4 2024.