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Dimensional International Value ETF

604 hedge funds and large institutions have $7.13B invested in Dimensional International Value ETF in 2024 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 266 increasing their positions, 139 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 28

91% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 139

20% more funds holding in top 10

Funds holding in top 10: 7489 (+15)

14% more funds holding

Funds holding: 531604 (+73)

3.17% more ownership

Funds ownership: 85.07%88.23% (+3.2%)

3% more capital invested

Capital invested by funds: $6.9B → $7.13B (+$230M)

Holders
604
Holders Change
+73
Holders Change %
+13.75%
% of All Funds
7.96%
Holding in Top 10
89
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+20.27%
% of All Funds
1.17%
New
107
Increased
266
Reduced
139
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAM
101
Kraft Asset Management
Tennessee
$11.4M +$15.3K +416 +0.1%
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$11.3M +$24K +655 +0.2%
MWM
103
Meritas Wealth Management
California
$11M +$842K +22,962 +8%
EFP
104
EnRich Financial Partners
Wisconsin
$11M +$110 +3 +0%
JWM
105
JDH Wealth Management
California
$10.9M +$11.3M +308,458 New
CA
106
Clune & Associates
Illinois
$10.9M +$11.3M +307,854 New
KAS
107
Kestra Advisory Services
Texas
$10.4M -$2.21M -60,197 -17%
KCM
108
KM Capital Management
Texas
$10.4M +$974K +26,574 +10%
SFP
109
Sterling Financial Planning
New Jersey
$10M -$251K -6,840 -2%
MWA
110
Monograph Wealth Advisors
California
$9.86M -$101K -2,759 -1%
LFA
111
Lauterbach Financial Advisors
Texas
$9.71M -$51.3K -1,400 -0.5%
VPWA
112
Vestia Personal Wealth Advisors
Indiana
$9.65M +$1.05M +28,682 +12%
IWC
113
Integrated Wealth Concepts
Massachusetts
$9.64M -$6.36M -173,542 -39%
CPA
114
Cardiff Park Advisors
California
$9.56M +$81K +2,209 +0.8%
CWMA
115
Capstone Wealth Management (Alabama)
Alabama
$9.46M +$9.78M +266,768 New
FCG
116
Financial Connections Group
California
$9.46M +$286K +7,807 +3%
DPW
117
DiNuzzo Private Wealth
Pennsylvania
$9.25M -$195K -5,305 -2%
Stifel Financial
118
Stifel Financial
Missouri
$9.24M +$709K +19,347 +8%
PCA
119
Pallas Capital Advisors
Massachusetts
$9.11M +$156K +4,247 +2%
DI
120
Disciplined Investments
Oklahoma
$8.86M +$495K +13,486 +6%
Cambridge Investment Research Advisors
121
Cambridge Investment Research Advisors
Iowa
$8.84M +$1.23M +33,443 +16%
RF
122
Robinswood Financial
Washington
$8.79M +$222K +6,054 +3%
EWA
123
Elevate Wealth Advisory
Georgia
$8.68M +$570K +15,551 +7%
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
$8.54M +$332K +9,059 +4%
MPM
125
MBB Public Markets
Illinois
$8.52M -$7.92K -216 -0.1%

DFIV Hedge Fund Activity: Q4 2024 in Review

604 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q4 2024, worth a combined $7.13B — up 3.3% from $6.9B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new DFIV positions and 28 closed out — a net gain of 79 holders — while 266 added to existing stakes and 139 trimmed.

The largest buyer was Macquarie Group, opening a new position worth an estimated $207M. The largest seller was Mercer Global Advisors, cutting an estimated $58.6M.

  • 604 institutional investors held Dimensional International Value ETF (DFIV) as of Q4 2024, up from 531 in Q3 2024.
  • Funds reported $7.13B of Dimensional International Value ETF stock for Q4 2024, up 3.3% quarter-over-quarter.
  • 107 funds opened new Dimensional International Value ETF positions in Q4 2024 and 28 closed out, a net change of +79 holders.
  • The largest Dimensional International Value ETF buyer in Q4 2024 was Macquarie Group, an estimated $207M added.
  • The largest Dimensional International Value ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $58.6M sold.

Based on aggregated 13F filings for Q4 2024.