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Dimensional International Value ETF
DFIV

Overview Fund Activity

484 hedge funds and large institutions have $5.81B invested in Dimensional International Value ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 214 increasing their positions, 152 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+5
Holders Change %
+1.04%
% of All Funds
7.02%
Holding in Top 10
75
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.09%
New
36
Increased
214
Reduced
152
Closed
20
Calls
$15K
Puts
–
Net Calls
+$15K
Net Calls Change
+$1K

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$545M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$471M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$102M
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$150M
5
FWP
5
Falcon Wealth Planning
California
$40.6M

Top Sellers

1
Jane Street
1
Jane Street
New York
$53.8M
2
CCM
2
Carlson Capital Management
Minnesota
$3.14M
3
MPM
3
MBB Public Markets
Illinois
$13.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$60.5M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
51
Wealth Architects
California
$23.4M +$1.47M +39,935 +7%
TFA
52
Trinity Financial Advisors
Ohio
$21.7M +$839K +22,833 +4%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$21.6M +$16.8M +457,200 +352%
EFA
54
Efficient Frontier Advisors
Connecticut
$20.8M +$693K +18,862 +3%
SFA
55
Sequoia Financial Advisors
Ohio
$20.7M +$162K +4,418 +0.8%
CPA
56
Capital Performance Advisors
California
$20.5M -$17.5K -477 -0.1%
EWA
57
Exencial Wealth Advisors
Oklahoma
$20.1M +$2.13M +57,974 +12%
FCAS
58
First Command Advisory Services
Texas
$19.8M -$8.28M -225,220 -29%
BAM
59
Bayshore Asset Management
Florida
$17.9M -$809K -22,021 -4%
CIAS
60
CFS Investment Advisory Services
New Jersey
$17.6M -$273K -7,440 -2%
LFP
61
Lakeshore Financial Planning
Michigan
$16.9M +$89.7K +2,441 +0.5%
NEWAS
62
N.E.W. Advisory Services
Wisconsin
$16.7M +$463K +12,607 +3%
FFM
63
Forum Financial Management
Illinois
$16.6M -$138K -3,760 -0.8%
MSWMA
64
Market Street Wealth Management Advisors
Indiana
$16.3M -$294K -8,000 -2%
PWM
65
PBMares Wealth Management
Virginia
$16.2M +$277K +7,535 +2%
WFAG
66
Wescott Financial Advisory Group
Pennsylvania
$15.8M +$340K +9,246 +2%
CAN
67
Cetera Advisor Networks
California
$15.7M +$2.14M +58,176 +16%
MAM
68
McLean Asset Management
Virginia
$15.6M -$201K -5,396 -1%
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$14.9M -$645K -17,561 -4%
AIM
70
Acropolis Investment Management
Missouri
$14.7M +$631K +17,182 +4%
DWM
71
Dopkins Wealth Management
New York
$14.1M +$1.27M +34,471 +10%
IWC
72
Integrated Wealth Concepts
Massachusetts
$13.9M +$258K +7,010 +2%
Pathstone Holdings
73
Pathstone Holdings
New Jersey
$13.7M -$552K -15,021 -4%
DEM
74
Disciplined Equity Management
Florida
$13.6M +$124K +3,372 +0.9%
Wells Fargo
75
Wells Fargo
California
$13.6M +$1.31M +35,595 +11%
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