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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
AIM
76
Acropolis Investment Management
Missouri
$13.2M +$794K +24,331 +7%
KCM
77
KM Capital Management
Texas
$12.8M +$305K +9,355 +3%
IWC
78
Integrated Wealth Concepts
Massachusetts
$12.8M -$254K -7,778 -2%
CAN
79
Cetera Advisor Networks
California
$12.6M +$2.27M +69,653 +23%
DEM
80
Disciplined Equity Management
Florida
$12.6M +$621K +19,040 +5%
FWM
81
FMFE Wealth Management
New York
$12.5M +$11.8M +363,122 New
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$12.4M +$149K +4,570 +1%
SC
83
Shearwater Capital
Colorado
$12.4M -$49.2K -1,508 -0.4%
PCM
84
Peirce Capital Management
Texas
$12.2M +$11.6M +355,401 New
RK
85
Rather & Kittrell
Tennessee
$12.1M +$296K +9,057 +3%
DWM
86
Dopkins Wealth Management
New York
$12M -$1.45M -44,510 -11%
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$11.9M +$90.5K +2,775 +0.8%
Wells Fargo
88
Wells Fargo
California
$11.5M +$5.36M +164,119 +96%
CA
89
Claris Advisors
Missouri
$11.4M -$380K -11,656 -3%
KAM
90
Kraft Asset Management
Tennessee
$11.4M +$69.4K +2,126 +0.6%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$10.6M -$1.49M -45,590 -13%
FWM
92
Fortress Wealth Management
California
$10.6M -$2.42M -74,032 -19%
EFP
93
EnRich Financial Partners
Wisconsin
$10.6M +$10M +307,195 New
AR
94
Apeiron RIA
Texas
$10M +$234K +7,163 +3%
SP
95
Symmetry Partners
Connecticut
$9.48M -$400K -12,265 -4%
DPW
96
DiNuzzo Private Wealth
Pennsylvania
$9.45M +$8.98M +275,090 New
EH
97
Equitable Holdings
New York
$9.44M +$729K +22,337 +9%
FIS
98
Fischer Investment Strategies
California
$9.4M +$6.22M +190,614 +230%
LFA
99
Lauterbach Financial Advisors
Texas
$9.4M -$43.1K -1,321 -0.5%
SIMC
100
Squire Investment Management Company
Utah
$9.18M +$8.71M +267,075 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.