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Dimensional International Value ETF
DFIV

Overview Fund Activity

479 hedge funds and large institutions have $5.21B invested in Dimensional International Value ETF in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 207 increasing their positions, 132 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+63
Holders Change %
+15.14%
% of All Funds
7.02%
Holding in Top 10
75
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.35%
% of All Funds
1.1%
New
88
Increased
207
Reduced
132
Closed
21
Calls
$14K
Puts
–
Net Calls
+$14K
Net Calls Change
+$14K

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$163M
2
PWS
Paragon Wealth Strategies
Florida
$43M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$359M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$341M
5
CWS
Confluence Wealth Services
Pennsylvania
$33.1M

Top Sellers

1
Jane Street
Jane Street
New York
$139M
2
SIS
Strategic Investment Solutions
Illinois
$5.15M
3
FPAS
Focus Partners Advisor Solutions
Missouri
$75M
4
I
INVST
Indiana
$0
5
BSW
Buckingham Strategic Wealth
Missouri
$379M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
126
Austin Asset Management
Texas
$6.75M +$31.8K +925 +0.5%
CPCP
127
Cedar Point Capital Partners
Iowa
$6.65M +$6.65M +193,546 New
1WM
128
1900 Wealth Management
Texas
$6.64M -$6.06M -176,418 -48%
DI
129
Disciplined Investments
Oklahoma
$6.64M +$716K +20,852 +12%
AFG
130
Altiora Financial Group
Ohio
$6.6M +$6.23M +181,451 +1,684%
Truist Financial
131
Truist Financial
North Carolina
$6.33M +$4.3M +125,173 +212%
PCM
132
Perritt Capital Management
Illinois
$6.32M +$196K +5,713 +3%
FF
133
Financial Futures
New Jersey
$6.25M +$818K +23,799 +15%
EWA
134
Elevate Wealth Advisory
Georgia
$6.06M +$6.06M +176,469 New
FWS
135
FinDec Wealth Services
California
$6.02M +$140K +4,088 +2%
NWM
136
Northwest Wealth Management
Iowa
$5.41M +$565K +16,436 +12%
MFAM
137
M Financial Asset Management
Oregon
$5.21M -$20.4K -595 -0.4%
LFG
138
Larson Financial Group
Missouri
$5.16M -$57.6K -1,676 -1%
SIS
139
Strategic Investment Solutions
Illinois
$5.15M -$123M -3,575,203 -96%
OA
140
Oceanside Advisors
South Carolina
$5.14M +$5.14M +149,555 New
PFM
141
Phillips Financial Management
Indiana
$5.09M +$471K +13,698 +10%
M&T Bank
142
M&T Bank
New York
$5.05M -$409K -11,904 -7%
WRPWM
143
Werba Rubin Papier Wealth Management
California
$4.86M -$42.8K -1,245 -0.9%
ACP
144
Aveo Capital Partners
Colorado
$4.84M +$308K +8,974 +7%
GCM
145
G2 Capital Management
Ohio
$4.64M +$35.4K +1,030 +0.8%
AWM
146
AE Wealth Management
Kansas
$4.63M +$828K +24,386 +22%
AF
147
Allworth Financial
California
$4.55M -$192K -5,585 -4%
FWM
148
Fonville Wealth Management
Virginia
$4.54M +$4.54M +132,019 New
AA
149
Advisory Alpha
Michigan
$4.53M +$162K +4,720 +4%
Cetera Investment Advisers
150
Cetera Investment Advisers
Illinois
$4.46M +$120K +3,486 +3%
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