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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
CPA
101
Cardiff Park Advisors
California
$9.13M +$37.5K +1,149 +0.4%
YCG
102
Yeomans Consulting Group
Georgia
$9.01M +$8.56M +262,294 New
RWM
103
Ruedi Wealth Management
Illinois
$8.85M +$540K +16,538 +7%
KAS
104
Kestra Advisory Services
Texas
$8.84M +$447K +13,691 +6%
BBNB
105
Baker Boyer National Bank
Washington
$8.5M -$558K -17,086 -6%
MWM
106
Meritas Wealth Management
California
$8.42M -$1.27M -38,926 -14%
AL
107
Aspiriant LLC
California
$8.22M -$117K -3,595 -1%
CL
108
COWA LLC
Oklahoma
$8.18M +$809K +24,796 +12%
THL
109
Tillman Hartley LLC
Colorado
$8.13M -$16.1K -494 -0.2%
RJA
110
Raymond James & Associates
Florida
$8.08M +$253K +7,747 +3%
SWA
111
ShankerValleau Wealth Advisors
Illinois
$8.07M +$266K +8,145 +4%
Stifel Financial
112
Stifel Financial
Missouri
$7.92M -$20.7K -633 -0.3%
FCG
113
Financial Connections Group
California
$7.8M -$21.9K -672 -0.3%
SFP
114
Sterling Financial Planning
New Jersey
$7.79M +$1M +30,682 +16%
RF
115
Robinswood Financial
Washington
$7.56M +$51.5K +1,578 +0.7%
TFA
116
Tobias Financial Advisors
Florida
$7.54M +$939K +28,774 +15%
DWP
117
Destiny Wealth Partners
Florida
$7.53M +$544K +16,660 +8%
RFP
118
Root Financial Partners
California
$7.11M +$1.77M +54,255 +36%
SWA
119
Sax Wealth Advisors
New Jersey
$7.09M +$664K +20,343 +11%
MWA
120
Monograph Wealth Advisors
California
$7.06M +$291K +8,910 +5%
V
121
VeraBank
Texas
$7.01M +$338K +10,347 +5%
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
$7.01M +$20.6K +631 +0.3%
QC
123
Quent Capital
New York
$7M +$323K +9,910 +5%
ALWM
124
Andrews Lucia Wealth Management
California
$6.97M +$231K +7,086 +4%
WAM
125
WNY Asset Management
New York
$6.86M +$100K +3,068 +2%

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.