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Dimensional International Value ETF
DFIV

504 hedge funds and large institutions have $6.17B invested in Dimensional International Value ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 236 increasing their positions, 136 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 27

74% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 136

6% more capital invested

Capital invested by funds: $5.82B → $6.17B (+$347M)

4% more funds holding

Funds holding: 486 → 504 (+18)

3% more funds holding in top 10

Funds holding in top 10: 75 → 77 (+2)

2.11% more ownership

Funds ownership: 81.87% → 83.98% (+2.1%)

Holders
504
Holders Change
+18
Holders Change %
+3.7%
% of All Funds
7.28%
Holding in Top 10
77
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.67%
% of All Funds
1.11%
New
50
Increased
236
Reduced
136
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$91.7M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$69.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$67.5M
4
FG
Foster Group
Iowa
+$60M
5
Creative Planning
Creative Planning
Kansas
+$37.6M

Top Sellers

1
RVPG
Relative Value Partners Group
-$34.5M
2
EF
Empowered Funds
Pennsylvania
-$23.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$8.19M
4
FCAS
First Command Advisory Services
Texas
-$7.04M
5
NEWAS
N.E.W. Advisory Services
Wisconsin
-$5.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
101
Raymond James & Associates
Florida
$9.74M +$614K +16,667 +7%
DPW
102
DiNuzzo Private Wealth
Pennsylvania
$9.7M -$132K -3,586 -1%
MWM
103
Meritas Wealth Management
California
$9.67M -$20.3K -552 -0.2%
LFA
104
Lauterbach Financial Advisors
Texas
$9.6M +$257K +6,978 +3%
OMC
105
Old Mission Capital
Illinois
$9.53M -$1.45M -39,356 -13%
SFP
106
Sterling Financial Planning
New Jersey
$9.28M +$659K +17,898 +7%
FCG
107
Financial Connections Group
California
$8.92M +$74.1K +2,013 +0.8%
MWA
108
Monograph Wealth Advisors
California
$8.81M +$1.83M +49,785 +25%
THL
109
Tillman Hartley LLC
Colorado
$8.68M +$116K +3,137 +1%
BBNB
110
Baker Boyer National Bank
Washington
$8.63M -$60.3K -1,637 -0.7%
Stifel Financial
111
Stifel Financial
Missouri
$8.59M +$74.9K +2,035 +0.9%
VPWA
112
Vestia Personal Wealth Advisors
Indiana
$8.58M +$8.79M +238,666 New
SWA
113
ShankerValleau Wealth Advisors
Illinois
$8.38M -$138K -3,757 -2%
PCA
114
Pallas Capital Advisors
Massachusetts
$8.37M +$441K +11,987 +6%
RF
115
Robinswood Financial
Washington
$8.26M +$277K +7,525 +3%
EWA
116
Elevate Wealth Advisory
Georgia
$8.21M +$771K +20,938 +10%
AAM
117
Austin Asset Management
Texas
$7.95M +$865K +23,487 +12%
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$7.85M +$373K +10,133 +5%
AL
119
Aspiriant LLC
California
$7.78M -$423K -11,487 -5%
DI
120
Disciplined Investments
Oklahoma
$7.72M +$265K +7,189 +3%
V
121
VeraBank
Texas
$7.69M +$124K +3,376 +2%
ALWM
122
Andrews Lucia Wealth Management
California
$7.49M – – –
DWP
123
Destiny Wealth Partners
Florida
$7.19M +$196K +5,325 +3%
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$7.16M +$1.48M +40,113 +25%
CPCP
125
Cedar Point Capital Partners
Iowa
$7.16M +$14.9K +404 +0.2%
3 4
5
6 7

DFIV Hedge Fund Activity: Q2 2024 in Review

504 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q2 2024, worth a combined $6.17B — up 6% from $5.82B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new DFIV positions and 27 closed out — a net gain of 23 holders — while 236 added to existing stakes and 136 trimmed.

The largest buyer was Jane Street, adding an estimated $91.7M. The largest seller was Relative Value Partners Group, exiting entirely with an estimated $34.5M sold.

  • 504 institutional investors held Dimensional International Value ETF (DFIV) as of Q2 2024, up from 486 in Q1 2024.
  • Funds reported $6.17B of Dimensional International Value ETF stock for Q2 2024, up 6% quarter-over-quarter.
  • 50 funds opened new Dimensional International Value ETF positions in Q2 2024 and 27 closed out, a net change of +23 holders.
  • The largest Dimensional International Value ETF buyer in Q2 2024 was Jane Street, an estimated $91.7M added.
  • The largest Dimensional International Value ETF seller in Q2 2024 was Relative Value Partners Group, an estimated $34.5M sold.

Based on aggregated 13F filings for Q2 2024.