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Dimensional International Value ETF

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: 7489 (+15)

14% more funds holding

Funds holding: 531604 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
OLVIG
576
Oliver Lagore Vanvalin Investment Group
Michigan
$27.3K +$17.9K +489 +173%
WFA
577
West Financial Advisors
Iowa
$23.6K
SFC
578
SYM Financial Corp
Indiana
$21.9K
KFI
579
Key Financial Inc
Pennsylvania
$20.4K
Bessemer Group
580
Bessemer Group
New Jersey
$20K
BC
581
Barrett & Company
Rhode Island
$19.5K
1IA
582
1620 Investment Advisors
Massachusetts
$18.4K
PS
583
Principal Securities
Iowa
$14.8K +$11.3K +307 +277%
HI
584
Harbour Investments
Wisconsin
$14.5K
GGI
585
Godsey & Gibb Inc
Virginia
$14.2K
PA
586
Pineridge Advisors
Missouri
$13.2K +$147 +4 +1%
EWP
587
Elevation Wealth Partners
California
$11.6K
HR
588
Howe & Rusling
New York
$11.1K
SRCM
589
Signature Resources Capital Management
California
$10.8K
NP
590
NorthRock Partners
Minnesota
$9.15K
TC
591
Truvestments Capital
Florida
$7.91K -$10.9K -298 -57%
LIS
592
Legacy Investment Solutions
Idaho
$7.53K -$7.04K -192 -49%
LWMI
593
Legacy Wealth Management (Idaho)
Idaho
$7.53K -$7.04K -192 -49%
MWM
594
MGB Wealth Management
Texas
$7.34K +$7.59K +207 New
Bank of Montreal
595
Bank of Montreal
Ontario, Canada
$6.56K -$35.4K -965 -84%
FFO
596
Fortitude Family Office
Arizona
$6.1K +$6.31K +172 New
AIC
597
Archer Investment Corporation
Indiana
$5.43K
OA
598
Operose Advisors
Wisconsin
$5.25K +$5.43K +148 New
HBW
599
Hazlett, Burt & Watson
West Virginia
$5K +$37 +1 +0.7%
GWM
600
Grand Wealth Management
Michigan
$3.62K +$3.74K +102 New

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.