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Dimensional International Value ETF

481 hedge funds and large institutions have $5.22B invested in Dimensional International Value ETF in 2023 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 208 increasing their positions, 132 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 21

58% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 132

15% more funds holding

Funds holding: 417481 (+64)

9% more capital invested

Capital invested by funds: $4.79B → $5.22B (+$429M)

1% more funds holding in top 10

Funds holding in top 10: 7475 (+1)

0.93% less ownership

Funds ownership: 82.38%81.46% (-0.93%)

Holders
481
Holders Change
+64
Holders Change %
+15.35%
% of All Funds
7.01%
Holding in Top 10
75
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.35%
% of All Funds
1.09%
New
89
Increased
208
Reduced
132
Closed
21
Calls
$14K
Puts
Net Calls
+$14K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Merriman Wealth Management
Washington
$21.7M -$3.39M -103,887 -14%
TWP
52
Total Wealth Planning
Ohio
$21.3M +$2.12M +65,006 +12%
WA
53
Wealth Architects
California
$20.5M +$597K +18,306 +3%
TFA
54
Trinity Financial Advisors
Ohio
$19.5M +$5.73M +175,547 +45%
SFA
55
Sequoia Financial Advisors
Ohio
$19.2M +$562K +17,222 +3%
CPA
56
Capital Performance Advisors
California
$19.2M +$117K +3,584 +0.6%
MSWM
57
McGlone Suttner Wealth Management
Wisconsin
$19.2M +$1.48M +45,444 +9%
EFA
58
Efficient Frontier Advisors
Connecticut
$18.8M +$17.9M +547,637 New
Bank of America
59
Bank of America
North Carolina
$17.5M +$1.11M +34,141 +7%
BAM
60
Bayshore Asset Management
Florida
$17.5M -$18.2K -557 -0.1%
EWA
61
Exencial Wealth Advisors
Oklahoma
$16.8M +$819K +25,088 +5%
CIAS
62
CFS Investment Advisory Services
New Jersey
$16.7M +$861K +26,389 +6%
Citadel Advisors
63
Citadel Advisors
Florida
$15.9M +$12.4M +380,031 +454%
LFP
64
Lakeshore Financial Planning
Michigan
$15.7M +$182K +5,566 +1%
FFM
65
Forum Financial Management
Illinois
$15.6M -$452K -13,848 -3%
MSWMA
66
Market Street Wealth Management Advisors
Indiana
$15.5M -$9M -275,804 -38%
NEWAS
67
N.E.W. Advisory Services
Wisconsin
$15.2M +$625K +19,144 +5%
PWM
68
PBMares Wealth Management
Virginia
$14.9M +$817K +25,024 +6%
MAM
69
McLean Asset Management
Virginia
$14.5M +$409K +12,541 +3%
JP Morgan Chase
70
JP Morgan Chase
New York
$14.5M +$657K +20,146 +5%
WFAG
71
Wescott Financial Advisory Group
Pennsylvania
$14.5M +$425K +13,035 +3%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$14.3M +$13.2M +405,359 +3,747%
FWP
73
Falcon Wealth Planning
California
$14M +$5.6M +171,622 +73%
B
74
Bridgeworth
Alabama
$13.4M -$60.7K -1,861 -0.5%
Pathstone Holdings
75
Pathstone Holdings
New Jersey
$13.3M +$12.6M +387,412 New

DFIV Hedge Fund Activity: Q4 2023 in Review

481 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q4 2023, worth a combined $5.22B — up 9% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new DFIV positions and 21 closed out — a net gain of 68 holders — while 208 added to existing stakes and 132 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $155M. The largest seller was Jane Street, cutting an estimated $140M.

  • 481 institutional investors held Dimensional International Value ETF (DFIV) as of Q4 2023, up from 417 in Q3 2023.
  • Funds reported $5.22B of Dimensional International Value ETF stock for Q4 2023, up 9% quarter-over-quarter.
  • 89 funds opened new Dimensional International Value ETF positions in Q4 2023 and 21 closed out, a net change of +68 holders.
  • The largest Dimensional International Value ETF buyer in Q4 2023 was PNC Financial Services Group, an estimated $155M added.
  • The largest Dimensional International Value ETF seller in Q4 2023 was Jane Street, an estimated $140M sold.

Based on aggregated 13F filings for Q4 2023.