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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
HIGP
51
Hill Investment Group Partners
Missouri
$23.4M -$1.84M -50,211 -7%
EWA
52
Exencial Wealth Advisors
Oklahoma
$23.1M +$1.52M +41,436 +7%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$22.6M +$1.62M +44,081 +7%
RFP
54
Root Financial Partners
California
$21.8M +$5.41M +147,467 +32%
TFA
55
Trinity Financial Advisors
Ohio
$21.2M -$673K -18,351 -3%
EFA
56
Efficient Frontier Advisors
Connecticut
$20.9M +$448K +12,226 +2%
CPA
57
Capital Performance Advisors
California
$20M +$321K +8,766 +2%
SFA
58
Sequoia Financial Advisors
Ohio
$19.7M -$247K -6,744 -1%
PA
59
Prism Advisors
California
$19.1M +$1.7M +46,298 +9%
Bank of America
60
Bank of America
North Carolina
$19M -$895K -24,419 -4%
AF
61
Allworth Financial
California
$18.5M +$12.6M +344,679 +216%
RA
62
Riversedge Advisors
Delaware
$18.4M +$151K +4,128 +0.8%
CIAS
63
CFS Investment Advisory Services
New Jersey
$17.1M +$17.9K +488 +0.1%
FFM
64
Forum Financial Management
Illinois
$17M +$1.52M +41,418 +9%
AIM
65
Acropolis Investment Management
Missouri
$16.9M +$1.07M +29,168 +7%
JP Morgan Chase
66
JP Morgan Chase
New York
$16.7M +$4.08M +111,301 +31%
BAM
67
Bayshore Asset Management
Florida
$16.4M -$9.2K -251 -0.1%
SWA
68
ShankerValleau Wealth Advisors
Illinois
$16.3M +$8.27M +225,494 +96%
MSWMA
69
Market Street Wealth Management Advisors
Indiana
$16.2M +$153K +4,184 +0.9%
MWM
70
McMill Wealth Management
Nebraska
$16M +$16.5M +451,203 New
PWM
71
PBMares Wealth Management
Virginia
$15.9M +$60.1K +1,639 +0.4%
FFG
72
Fiduciary Financial Group
California
$15.7M -$4.29K -117 -0%
SWA
73
Sax Wealth Advisors
New Jersey
$15.6M +$2.81M +76,723 +21%
DWM
74
Dopkins Wealth Management
New York
$15.2M +$5.77M +157,443 +58%
Jones Financial Companies
75
Jones Financial Companies
Missouri
$15M +$6.9M +188,193 +81%

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.