We are live on ! Find out more
DFIV icon

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
PS
526
Principal Securities
Iowa
$4.23K – – –
JIP
527
Jaffetilchin Investment Partners
Florida
$3.81K +$3.7K +100 New
BL
528
BFSG LLC
California
$1.98K +$1.92K +52 New
CMP
529
Coston McIsaac & Partners
Maine
$88 +$518 +14 +0.6%
MFA
530
McClarren Financial Advisors
Pennsylvania
$25 +$5.62K +152 New
MHS
531
M Holdings Securities
Oregon
– -$24.2M -674,288 Closed
I
532
INVST
Indiana
– -$20.2M -558,972 Closed
YCG
533
Yeomans Consulting Group
Georgia
– -$1.47M -40,973 Closed
Renaissance Technologies
534
Renaissance Technologies
New York
– -$451K -12,554 Closed
BP
535
BBR Partners
New York
– -$444K -12,355 Closed
SFC
536
Strategic Financial Concepts
Texas
– -$292 -10,769 Closed
FFWA
537
Forthright Family Wealth Advisory
Texas
– -$360K -10,003 Closed
CCM
538
Coldstream Capital Management
Washington
– -$251K -6,977 Closed
SW
539
SVB Wealth
Massachusetts
– -$249K -6,938 Closed
KP
540
Keel Point
Alabama
– -$208K -5,771 Closed
OCM
541
Orion Capital Management
California
– -$77.4K -2,155 Closed
GI
542
Gradient Investments
Minnesota
– -$75.5K -2,100 Closed
ATPW
543
Ashton Thomas Private Wealth
Arizona
– -$37.6K -1,045 Closed
TCWA
544
Turtle Creek Wealth Advisors
Texas
– -$27.9K -776 Closed
AFWM
545
Abich Financial Wealth Management
Virginia
– -$13.5K -376 Closed
RIL
546
Rothschild Investment LLC
Illinois
– -$9.34K -260 Closed
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.