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Dimensional International Value ETF

797 hedge funds and large institutions have $13.4B invested in Dimensional International Value ETF in 2025 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 328 increasing their positions, 218 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 27

50% more repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 218

23% more funds holding in top 10

Funds holding in top 10: 99122 (+23)

22% more capital invested

Capital invested by funds: $11B → $13.4B (+$2.4B)

11% more funds holding

Funds holding: 719797 (+78)

4.45% more ownership

Funds ownership: 80.39%84.84% (+4.5%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $259K

Holders
797
Holders Change
+78
Holders Change %
+10.85%
% of All Funds
9.7%
Holding in Top 10
122
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+23.23%
% of All Funds
1.48%
New
120
Increased
328
Reduced
218
Closed
27
Calls
Puts
$259K
Net Calls
-$259K
Net Calls Change
-$259K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Clune & Associates
Illinois
$19.6M +$1.28M +26,951 +7%
NWM
102
Navigoe Wealth Management
California
$19.4M -$168K -3,525 -0.9%
MSWMA
103
Market Street Wealth Management Advisors
Indiana
$19.4M -$583K -12,276 -3%
LI
104
LRI Investments
Florida
$19.3M +$767K +16,142 +4%
FFM
105
Forum Financial Management
Illinois
$19.1M -$244K -5,139 -1%
EFG
106
Embree Financial Group
Illinois
$18.9M +$3.5M +73,689 +24%
SWA
107
ShankerValleau Wealth Advisors
Illinois
$18.9M -$413K -8,698 -2%
MML Investors Services
108
MML Investors Services
Massachusetts
$18.8M +$564K +11,860 +3%
MAM
109
McLean Asset Management
Virginia
$18.6M -$466K -9,797 -3%
CA
110
Claris Advisors
Missouri
$18.4M -$374K -7,864 -2%
CL
111
COWA LLC
Oklahoma
$18.2M -$3.95M -83,040 -19%
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$18.2M +$968K +20,373 +6%
VPWA
113
Vestia Personal Wealth Advisors
Indiana
$18.1M +$184K +3,863 +1%
TA
114
TruWealth Advisors
Louisiana
$18M +$365K +7,690 +2%
AR
115
Apeiron RIA
Texas
$17.9M -$7.6K -160 -0%
CAL
116
Capital Analysts LLC
Pennsylvania
$17.9M +$661K +13,918 +4%
MGIA
117
Moneta Group Investment Advisors
Missouri
$17.8M +$211K +4,430 +1%
Pathstone Holdings
118
Pathstone Holdings
New Jersey
$17.5M +$3.93M +82,749 +31%
Baird Financial Group
119
Baird Financial Group
Wisconsin
$17.2M +$2.74M +57,593 +20%
SC
120
Shearwater Capital
Colorado
$17.1M -$61.2K -1,287 -0.4%
PCM
121
Peirce Capital Management
Texas
$16.9M -$173K -3,639 -1%
RK
122
Rather & Kittrell
Tennessee
$16.8M -$458K -9,632 -3%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$16.6M -$193K -4,060 -1%
FCG
124
Financial Connections Group
California
$16.6M +$1.39M +29,173 +10%
MWM
125
Meritas Wealth Management
California
$16.5M -$20.6K -433 -0.1%