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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 %
CL
101
COWA LLC
Oklahoma
$9.6M +$852K +23,183 +10%
QC
102
Quent Capital
New York
$9.47M +$1.99M +54,171 +27%
RJA
103
Raymond James & Associates
Florida
$9.35M +$701K +19,063 +8%
RFP
104
Root Financial Partners
California
$9.31M +$1.71M +46,483 +22%
FCG
105
Financial Connections Group
California
$9.05M +$705K +19,194 +8%
TFA
106
Tobias Financial Advisors
Florida
$8.99M +$932K +25,358 +12%
BBNB
107
Baker Boyer National Bank
Washington
$8.88M -$211K -5,743 -2%
SFP
108
Sterling Financial Planning
New Jersey
$8.83M +$498K +13,555 +6%
THL
109
Tillman Hartley LLC
Colorado
$8.76M +$65.6K +1,786 +0.8%
SWA
110
ShankerValleau Wealth Advisors
Illinois
$8.7M +$71.4K +1,943 +0.8%
Stifel Financial
111
Stifel Financial
Missouri
$8.7M +$237K +6,438 +3%
AL
112
Aspiriant LLC
California
$8.37M -$420K -11,415 -5%
Balyasny Asset Management
113
Balyasny Asset Management
Illinois
$8.19M +$5.5M +149,727 +205%
PCA
114
Pallas Capital Advisors
Massachusetts
$7.84M +$567K +15,433 +8%
V
115
VeraBank
Texas
$7.74M +$241K +6,553 +3%
Thrivent Financial for Lutherans
116
Thrivent Financial for Lutherans
Minnesota
$7.66M +$161K +4,391 +2%
DI
117
Disciplined Investments
Oklahoma
$7.63M +$526K +14,317 +7%
EWA
118
Elevate Wealth Advisory
Georgia
$7.62M +$1.14M +30,902 +18%
ALWM
119
Andrews Lucia Wealth Management
California
$7.49M +$38.8K +1,055 +0.5%
WAM
120
WNY Asset Management
New York
$7.31M -$26.3K -715 -0.4%
CPCP
121
Cedar Point Capital Partners
Iowa
$7.3M +$189K +5,145 +3%
AAM
122
Austin Asset Management
Texas
$7.27M +$47.4K +1,290 +0.7%
MWA
123
Monograph Wealth Advisors
California
$7.18M -$373K -10,160 -5%
DWP
124
Destiny Wealth Partners
Florida
$7.15M -$954K -25,972 -12%
AFG
125
Altiora Financial Group
Ohio
$6.96M -$100K -2,730 -1%
3 4
5
6 7