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Dimensional International Value ETF
DFIV

Overview Fund Activity

679 hedge funds and large institutions have $10.6B invested in Dimensional International Value ETF in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 298 increasing their positions, 193 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+45
Holders Change %
+7.1%
% of All Funds
9.1%
Holding in Top 10
96
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.13%
% of All Funds
1.29%
New
75
Increased
298
Reduced
193
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$995M
2
KIM
Kestra Investment Management
Texas
+$111M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$47.3M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$42.3M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$35.1M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$33M
2
Jane Street
Jane Street
New York
-$30.3M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$24.1M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$8.54M
5
Osaic Holdings
Osaic Holdings
Arizona
-$5.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
501
RTD Financial Advisors
Pennsylvania
$372K – – –
GRP
502
Global Retirement Partners
California
$371K +$371K +8,665 New
HFS
503
Heritage Financial Services
Massachusetts
$370K – – –
IA
504
Integrity Alliance
Iowa
$367K +$3.77K +88 +1%
BFPW
505
BOK Financial Private Wealth
Colorado
$358K -$4.24K -99 -1%
AIM
506
Advyzon Investment Management
Illinois
$353K -$8.1K -189 -2%
CIA
507
Concurrent Investment Advisors
Florida
$352K +$352K +8,218 New
CIA
508
Capital Investment Advisors
Georgia
$352K – – –
LGWM
509
Litman Gregory Wealth Management
California
$349K +$12.2K +285 +4%
CFS
510
CRA Financial Services
New Jersey
$346K – – –
PFA
511
Pure Financial Advisors
California
$346K +$9.21K +215 +3%
APWA
512
Atlas Private Wealth Advisors
New Jersey
$340K +$340K +7,941 New
RCA
513
Resonant Capital Advisors
Wisconsin
$339K +$43.4K +1,013 +15%
TIAA Trust, National Association
514
TIAA Trust, National Association
North Carolina
$338K +$338K +7,892 New
FWS
515
FinDec Wealth Services
California
$334K -$447K -10,448 -57%
EFP
516
Elser Financial Planning
Indiana
$334K – – –
FFM
517
Flagstone Financial Management
Nebraska
$333K – – –
SIC
518
Samalin Investment Counsel
New York
$331K -$10.9K -254 -3%
PFBT
519
Parkside Financial Bank & Trust
Missouri
$325K – – –
NFP
520
Narus Financial Partners
Utah
$322K – – –
CFG
521
Clayton Financial Group
Missouri
$318K -$364K -8,502 -53%
CSP
522
Cary Street Partners
Virginia
$318K +$105K +2,458 +50%
BAAM
523
Baker Avenue Asset Management
California
$317K – – –
OIM
524
Oder Investment Management
California
$317K +$317K +7,399 New
CW
525
CreativeOne Wealth
Kansas
$309K +$309K +7,204 New
19 20
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