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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
NWM
126
Northwest Wealth Management
Iowa
$8.16M +$2.07M +56,541 +33%
ALWM
127
Andrews Lucia Wealth Management
California
$7.95M -$6.49K -177 -0.1%
BBNB
128
Baker Boyer National Bank
Washington
$7.92M -$465K -12,680 -5%
MAA
129
Mraz Amerine & Associates
California
$7.9M +$1.17M +32,020 +17%
GOCP
130
Great Oak Capital Partners
Massachusetts
$7.85M +$3.79M +103,219 +87%
WRPWM
131
Werba Rubin Papier Wealth Management
California
$7.56M +$41.1K +1,121 +0.5%
AL
132
Aspiriant LLC
California
$7.54M +$47.3K +1,291 +0.6%
FWM
133
Fonville Wealth Management
Virginia
$7.51M +$1.14M +31,018 +17%
AAM
134
Austin Asset Management
Texas
$7.41M -$701K -19,117 -8%
DWP
135
Destiny Wealth Partners
Florida
$7.35M +$217K +5,926 +3%
CPCP
136
Cedar Point Capital Partners
Iowa
$7.33M +$190K +5,176 +3%
LFP
137
Lakeshore Financial Planning
Michigan
$7.29M -$3.5M -95,423 -32%
NEWAS
138
N.E.W. Advisory Services
Wisconsin
$7.26M -$2.67M -72,834 -26%
PCM
139
Perritt Capital Management
Illinois
$7.22M +$341K +9,296 +5%
MML Investors Services
140
MML Investors Services
Massachusetts
$7.16M +$311K +8,485 +4%
Truist Financial
141
Truist Financial
North Carolina
$6.74M -$41.3K -1,126 -0.6%
MCA
142
Maryland Capital Advisors
Maryland
$6.71M +$1.79M +48,729 +35%
AFG
143
Altiora Financial Group
Ohio
$6.68M
KWA
144
Kondo Wealth Advisors
California
$6.49M +$6.71M +183,010 New
AWM
145
AE Wealth Management
Kansas
$6.49M +$653K +17,817 +11%
PFM
146
Phillips Financial Management
Indiana
$6.08M +$711K +19,402 +13%
OA
147
Oceanside Advisors
South Carolina
$6.05M +$318K +8,662 +5%
LA
148
Lane & Associates
New Jersey
$5.98M -$593K -16,184 -9%
WA
149
Waverly Advisors
Alabama
$5.89M +$117K +3,203 +2%
SIS
150
Strategic Investment Solutions
Illinois
$5.86M +$209K +5,690 +4%

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.