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Dimensional International Value ETF
DFIV

531 hedge funds and large institutions have $6.9B invested in Dimensional International Value ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 245 increasing their positions, 147 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

67% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 147

12% more capital invested

Capital invested by funds: $6.17B → $6.9B (+$729M)

5% more funds holding

Funds holding: 504 → 531 (+27)

1.08% more ownership

Funds ownership: 83.98% → 85.07% (+1.1%)

4% less funds holding in top 10

Funds holding in top 10: 77 → 74 (-3)

Holders
531
Holders Change
+27
Holders Change %
+5.36%
% of All Funds
7.62%
Holding in Top 10
74
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.9%
% of All Funds
1.06%
New
47
Increased
245
Reduced
147
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$416M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$159M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$99.2M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$46.5M
5
KIM
Kestra Investment Management
Texas
+$39.4M

Top Sellers

1
Jane Street
Jane Street
New York
-$130M
2
FWP
Falcon Wealth Planning
California
-$25.1M
3
MHS
M Holdings Securities
Oregon
-$24.2M
4
I
INVST
Indiana
-$20.2M
5
WAM
WNY Asset Management
New York
-$6.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$14M +$221K +5,965 +2%
DEM
77
Disciplined Equity Management
Florida
$13.9M -$342K -9,257 -2%
FCAS
78
First Command Advisory Services
Texas
$13.8M +$568K +15,347 +4%
SWA
79
Sax Wealth Advisors
New Jersey
$13.8M +$1.71M +46,213 +15%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$13.8M +$533K +14,400 +4%
JP Morgan Chase
81
JP Morgan Chase
New York
$13.7M -$763K -20,637 -5%
SC
82
Shearwater Capital
Colorado
$13.5M -$104K -2,802 -0.8%
SIMC
83
Squire Investment Management Company
Utah
$13.5M +$848K +22,932 +7%
KAS
84
Kestra Advisory Services
Texas
$13.4M -$696K -18,805 -5%
RK
85
Rather & Kittrell
Tennessee
$13.1M +$188K +5,089 +2%
FWM
86
Fortress Wealth Management
California
$12.9M +$348K +9,396 +3%
CA
87
Claris Advisors
Missouri
$12.8M +$252K +6,821 +2%
FFA
88
Farther Finance Advisors
California
$12.3M +$10.1M +273,211 +537%
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$12.1M -$389K -10,515 -3%
QC
90
Quent Capital
New York
$12.1M +$499K +13,495 +4%
RWM
91
Ruedi Wealth Management
Illinois
$12.1M +$330K +8,915 +3%
KAM
92
Kraft Asset Management
Tennessee
$12M -$60.5K -1,635 -0.5%
EH
93
Equitable Holdings
New York
$11.8M +$301K +8,145 +3%
EFP
94
EnRich Financial Partners
Wisconsin
$11.8M +$159K +4,288 +1%
AR
95
Apeiron RIA
Texas
$11.5M +$470K +12,718 +4%
THL
96
Tillman Hartley LLC
Colorado
$11.5M +$2.24M +60,644 +25%
LFP
97
Lakeshore Financial Planning
Michigan
$11.5M -$6.11M -165,289 -35%
RJA
98
Raymond James & Associates
Florida
$11.4M +$1.08M +29,152 +11%
TFA
99
Tobias Financial Advisors
Florida
$11.3M +$575K +15,534 +6%
SFP
100
Sterling Financial Planning
New Jersey
$11M +$1.14M +30,760 +12%
2 3
4
5 6

DFIV Hedge Fund Activity: Q3 2024 in Review

531 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q3 2024, worth a combined $6.9B — up 12% from $6.17B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new DFIV positions and 16 closed out — a net gain of 31 holders — while 245 added to existing stakes and 147 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $416M. The largest seller was Jane Street, cutting an estimated $130M.

  • 531 institutional investors held Dimensional International Value ETF (DFIV) as of Q3 2024, up from 504 in Q2 2024.
  • Funds reported $6.9B of Dimensional International Value ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 47 funds opened new Dimensional International Value ETF positions in Q3 2024 and 16 closed out, a net change of +31 holders.
  • The largest Dimensional International Value ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $416M added.
  • The largest Dimensional International Value ETF seller in Q3 2024 was Jane Street, an estimated $130M sold.

Based on aggregated 13F filings for Q3 2024.