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Dimensional International Value ETF

481 hedge funds and large institutions have $5.22B invested in Dimensional International Value ETF in 2023 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 208 increasing their positions, 132 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 21

58% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 132

15% more funds holding

Funds holding: 417481 (+64)

9% more capital invested

Capital invested by funds: $4.79B → $5.22B (+$429M)

1% more funds holding in top 10

Funds holding in top 10: 7475 (+1)

0.93% less ownership

Funds ownership: 82.38%81.46% (-0.93%)

Holders
481
Holders Change
+64
Holders Change %
+15.35%
% of All Funds
7.01%
Holding in Top 10
75
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.35%
% of All Funds
1.09%
New
89
Increased
208
Reduced
132
Closed
21
Calls
$14K
Puts
Net Calls
+$14K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
126
Pallas Capital Advisors
Massachusetts
$6.8M -$4.5M -137,853 -41%
AAM
127
Austin Asset Management
Texas
$6.75M +$30.2K +925 +0.5%
CPCP
128
Cedar Point Capital Partners
Iowa
$6.65M +$6.32M +193,546 New
1WM
129
1900 Wealth Management
Texas
$6.64M -$5.76M -176,418 -48%
DI
130
Disciplined Investments
Oklahoma
$6.64M +$680K +20,852 +12%
AFG
131
Altiora Financial Group
Ohio
$6.6M +$5.92M +181,451 +1,684%
Truist Financial
132
Truist Financial
North Carolina
$6.33M +$4.08M +125,173 +212%
PCM
133
Perritt Capital Management
Illinois
$6.32M +$186K +5,713 +3%
FF
134
Financial Futures
New Jersey
$6.25M +$777K +23,799 +15%
EWA
135
Elevate Wealth Advisory
Georgia
$6.06M +$5.76M +176,469 New
FWS
136
FinDec Wealth Services
California
$6.02M +$133K +4,088 +2%
NWM
137
Northwest Wealth Management
Iowa
$5.41M +$536K +16,436 +12%
MFAM
138
M Financial Asset Management
Oregon
$5.21M -$19.4K -595 -0.4%
LFG
139
Larson Financial Group
Missouri
$5.16M -$54.7K -1,676 -1%
SIS
140
Strategic Investment Solutions
Illinois
$5.15M -$117M -3,575,203 -96%
OA
141
Oceanside Advisors
South Carolina
$5.14M +$4.88M +149,555 New
PFM
142
Phillips Financial Management
Indiana
$5.09M +$447K +13,698 +10%
M&T Bank
143
M&T Bank
New York
$5.05M -$388K -11,904 -7%
WRPWM
144
Werba Rubin Papier Wealth Management
California
$4.86M -$40.6K -1,245 -0.9%
ACP
145
Aveo Capital Partners
Colorado
$4.84M +$293K +8,974 +7%
GCM
146
G2 Capital Management
Ohio
$4.64M +$33.6K +1,030 +0.8%
AWM
147
AE Wealth Management
Kansas
$4.63M +$796K +24,386 +22%
AF
148
Allworth Financial
California
$4.55M -$182K -5,585 -4%
FWM
149
Fonville Wealth Management
Virginia
$4.54M +$4.31M +132,019 New
AA
150
Advisory Alpha
Michigan
$4.53M +$154K +4,720 +4%

DFIV Hedge Fund Activity: Q4 2023 in Review

481 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q4 2023, worth a combined $5.22B — up 9% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new DFIV positions and 21 closed out — a net gain of 68 holders — while 208 added to existing stakes and 132 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $155M. The largest seller was Jane Street, cutting an estimated $140M.

  • 481 institutional investors held Dimensional International Value ETF (DFIV) as of Q4 2023, up from 417 in Q3 2023.
  • Funds reported $5.22B of Dimensional International Value ETF stock for Q4 2023, up 9% quarter-over-quarter.
  • 89 funds opened new Dimensional International Value ETF positions in Q4 2023 and 21 closed out, a net change of +68 holders.
  • The largest Dimensional International Value ETF buyer in Q4 2023 was PNC Financial Services Group, an estimated $155M added.
  • The largest Dimensional International Value ETF seller in Q4 2023 was Jane Street, an estimated $140M sold.

Based on aggregated 13F filings for Q4 2023.