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Dimensional International Value ETF

486 hedge funds and large institutions have $5.82B invested in Dimensional International Value ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 216 increasing their positions, 152 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

42% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 152

12% more capital invested

Capital invested by funds: $5.22B → $5.82B (+$602M)

1% more funds holding

Funds holding: 481486 (+5)

0.42% more ownership

Funds ownership: 81.46%81.87% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 7575 (0)

Holders
486
Holders Change
+5
Holders Change %
+1.04%
% of All Funds
7%
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.08%
New
36
Increased
216
Reduced
152
Closed
20
Calls
$15K
Puts
Net Calls
+$15K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
51
Wealth Architects
California
$23.4M +$1.38M +39,935 +7%
TFA
52
Trinity Financial Advisors
Ohio
$21.7M +$791K +22,833 +4%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$21.6M +$15.8M +457,200 +352%
EFA
54
Efficient Frontier Advisors
Connecticut
$20.8M +$654K +18,862 +3%
SFA
55
Sequoia Financial Advisors
Ohio
$20.7M +$153K +4,418 +0.8%
CPA
56
Capital Performance Advisors
California
$20.5M -$16.5K -477 -0.1%
EWA
57
Exencial Wealth Advisors
Oklahoma
$20.1M +$2.01M +57,974 +12%
FCAS
58
First Command Advisory Services
Texas
$19.8M -$7.81M -225,220 -29%
BAM
59
Bayshore Asset Management
Florida
$17.9M -$763K -22,021 -4%
CIAS
60
CFS Investment Advisory Services
New Jersey
$17.6M -$258K -7,440 -2%
LFP
61
Lakeshore Financial Planning
Michigan
$16.9M +$84.6K +2,441 +0.5%
NEWAS
62
N.E.W. Advisory Services
Wisconsin
$16.7M +$437K +12,607 +3%
FFM
63
Forum Financial Management
Illinois
$16.6M -$130K -3,760 -0.8%
MSWMA
64
Market Street Wealth Management Advisors
Indiana
$16.3M -$277K -8,000 -2%
PWM
65
PBMares Wealth Management
Virginia
$16.2M +$261K +7,535 +2%
WFAG
66
Wescott Financial Advisory Group
Pennsylvania
$15.8M +$320K +9,246 +2%
CAN
67
Cetera Advisor Networks
California
$15.7M +$2.02M +58,176 +16%
MAM
68
McLean Asset Management
Virginia
$15.6M -$187K -5,396 -1%
JP Morgan Chase
69
JP Morgan Chase
New York
$14.9M -$609K -17,561 -4%
AIM
70
Acropolis Investment Management
Missouri
$14.7M +$595K +17,182 +4%
DWM
71
Dopkins Wealth Management
New York
$14.1M +$1.19M +34,471 +10%
IWC
72
Integrated Wealth Concepts
Massachusetts
$13.9M +$243K +7,010 +2%
Pathstone Holdings
73
Pathstone Holdings
New Jersey
$13.7M -$521K -15,021 -4%
DEM
74
Disciplined Equity Management
Florida
$13.6M +$117K +3,372 +0.9%
Wells Fargo
75
Wells Fargo
California
$13.6M +$1.23M +35,595 +11%