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Dimensional International Value ETF
DFIV

Overview Fund Activity

479 hedge funds and large institutions have $5.21B invested in Dimensional International Value ETF in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 207 increasing their positions, 132 reducing their positions, and 21 closing their positions.

Holders
479
Holders Change
+63
Holders Change %
+15.14%
% of All Funds
7.02%
Holding in Top 10
75
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.35%
% of All Funds
1.1%
New
88
Increased
207
Reduced
132
Closed
21
Calls
$14K
Puts
–
Net Calls
+$14K
Net Calls Change
+$14K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$163M
2
PWS
2
Paragon Wealth Strategies
Florida
$43M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$359M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$341M
5
CWS
5
Confluence Wealth Services
Pennsylvania
$33.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$139M
2
SIS
2
Strategic Investment Solutions
Illinois
$5.15M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$75M
4
I
4
INVST
Indiana
$0
5
BSW
5
Buckingham Strategic Wealth
Missouri
$379M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Merriman Wealth Management
Washington
$21.7M -$3.57M -103,887 -14%
TWP
52
Total Wealth Planning
Ohio
$21.3M +$2.23M +65,006 +12%
WA
53
Wealth Architects
California
$20.5M +$629K +18,306 +3%
TFA
54
Trinity Financial Advisors
Ohio
$19.5M +$6.03M +175,547 +45%
SFA
55
Sequoia Financial Advisors
Ohio
$19.2M +$592K +17,222 +3%
CPA
56
Capital Performance Advisors
California
$19.2M +$123K +3,584 +0.6%
MSWM
57
McGlone Suttner Wealth Management
Wisconsin
$19.2M +$1.56M +45,444 +9%
EFA
58
Efficient Frontier Advisors
Connecticut
$18.8M +$18.8M +547,637 New
Bank of America
59
Bank of America
North Carolina
$17.5M +$1.17M +34,141 +7%
BAM
60
Bayshore Asset Management
Florida
$17.5M -$19.1K -557 -0.1%
EWA
61
Exencial Wealth Advisors
Oklahoma
$16.8M +$862K +25,088 +5%
CIAS
62
CFS Investment Advisory Services
New Jersey
$16.7M +$907K +26,389 +6%
Citadel Advisors
63
Citadel Advisors
Florida
$15.9M +$13.1M +380,031 +454%
LFP
64
Lakeshore Financial Planning
Michigan
$15.7M +$191K +5,566 +1%
FFM
65
Forum Financial Management
Illinois
$15.6M -$476K -13,848 -3%
MSWMA
66
Market Street Wealth Management Advisors
Indiana
$15.5M -$9.48M -275,804 -38%
NEWAS
67
N.E.W. Advisory Services
Wisconsin
$15.2M +$658K +19,144 +5%
PWM
68
PBMares Wealth Management
Virginia
$14.9M +$860K +25,024 +6%
MAM
69
McLean Asset Management
Virginia
$14.5M +$430K +12,541 +3%
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$14.5M +$692K +20,146 +5%
WFAG
71
Wescott Financial Advisory Group
Pennsylvania
$14.5M +$448K +13,035 +3%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$14.3M +$13.9M +405,359 +3,747%
FWP
73
Falcon Wealth Planning
California
$14M +$5.9M +171,622 +73%
B
74
Bridgeworth
Alabama
$13.4M -$63.9K -1,861 -0.5%
Pathstone Holdings
75
Pathstone Holdings
New Jersey
$13.3M +$13.3M +387,412 New
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3
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