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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
MWM
101
Meritas Wealth Management
California
$10.9M +$639K +17,269 +6%
MWA
102
Monograph Wealth Advisors
California
$10.7M +$1.31M +35,353 +14%
NEWAS
103
N.E.W. Advisory Services
Wisconsin
$10.6M -$750K -20,267 -7%
LFA
104
Lauterbach Financial Advisors
Texas
$10.5M +$186K +5,028 +2%
DWM
105
Dopkins Wealth Management
New York
$10.3M -$4.25M -114,850 -30%
CPA
106
Cardiff Park Advisors
California
$10.2M -$239K -6,459 -2%
DPW
107
DiNuzzo Private Wealth
Pennsylvania
$10.1M -$143K -3,856 -1%
KCM
108
KM Capital Management
Texas
$10.1M -$1.15M -31,142 -10%
OMC
109
Old Mission Capital
Illinois
$9.88M -$213K -5,754 -2%
FCG
110
Financial Connections Group
California
$9.86M +$398K +10,764 +4%
PCA
111
Pallas Capital Advisors
Massachusetts
$9.32M +$1M +27,079 +12%
VPWA
112
Vestia Personal Wealth Advisors
Indiana
$9.26M +$169K +4,562 +2%
RF
113
Robinswood Financial
Washington
$9.2M +$432K +11,681 +5%
Stifel Financial
114
Stifel Financial
Missouri
$9.18M +$85.9K +2,321 +1%
MPM
115
MBB Public Markets
Illinois
$9.15M -$3.02M -81,657 -25%
DI
116
Disciplined Investments
Oklahoma
$9M +$800K +21,623 +10%
BBNB
117
Baker Boyer National Bank
Washington
$8.98M -$155K -4,188 -2%
SWA
118
ShankerValleau Wealth Advisors
Illinois
$8.96M +$78.7K +2,127 +0.9%
Jones Financial Companies
119
Jones Financial Companies
Missouri
$8.92M +$5.32M +143,765 +160%
EWA
120
Elevate Wealth Advisory
Georgia
$8.85M +$156K +4,217 +2%
AAM
121
Austin Asset Management
Texas
$8.68M +$245K +6,631 +3%
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
$8.5M +$173K +4,664 +2%
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
$8.21M +$610K +16,497 +8%
WRPWM
124
Werba Rubin Papier Wealth Management
California
$8.07M +$479K +12,957 +7%
AL
125
Aspiriant LLC
California
$8.04M -$192K -5,179 -2%
3 4
5
6 7

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.