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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 %
SRB
151
Shotwell Rutter Baer
Michigan
$4.39M +$4.39M +128,555 New
MCA
152
Maryland Capital Advisors
Maryland
$4.3M +$335K +9,758 +8%
VWA
153
Visionary Wealth Advisors
Illinois
$4.28M +$6.32K +184 +0.1%
LWP
154
Laurel Wealth Planning
Minnesota
$4.27M +$58.8K +1,711 +1%
CI
155
Cordant Inc
Oregon
$4.26M -$205K -5,977 -5%
Cambridge Investment Research Advisors
156
Cambridge Investment Research Advisors
Iowa
$4.25M -$456K -13,271 -10%
OMC
157
Old Mission Capital
Illinois
$4.19M +$908K +26,434 +28%
WT
158
Whittier Trust
California
$4.16M +$653 +19 +0%
Mariner
159
Mariner
Kansas
$4.13M +$113K +3,289 +3%
LA
160
Lane & Associates
New Jersey
$4.04M +$403K +11,742 +11%
SSW
161
Stone Summit Wealth
Florida
$4.03M +$380K +11,065 +10%
MAA
162
Mraz Amerine & Associates
California
$4.02M +$389K +11,335 +11%
Envestnet Portfolio Solutions
163
Envestnet Portfolio Solutions
Illinois
$3.98M -$326K -9,487 -8%
VR
164
Valued Retirements
Texas
$3.96M +$3.96M +115,238 New
CFGF
165
Compass Financial Group (Florida)
Florida
$3.74M -$2.85K -83 -0.1%
WPW
166
Watershed Private Wealth
Illinois
$3.71M -$525K -15,265 -12%
EWA
167
EverSource Wealth Advisors
Alabama
$3.64M +$40K +1,165 +1%
RLWM
168
RF&L Wealth Management
Massachusetts
$3.59M +$43.9K +1,279 +1%
SWM
169
Spire Wealth Management
Virginia
$3.52M -$4.45K -133 -0.1%
PWIA
170
Porter White Investment Advisors
Alabama
$3.46M +$628K +18,277 +22%
GJIA
171
Glass Jacobson Investment Advisors
Maryland
$3.43M +$84.5K +2,460 +3%
MML Investors Services
172
MML Investors Services
Massachusetts
$3.42M +$730K +21,245 +27%
LG
173
LAM Group
Oregon
$3.37M -$90.4K -2,632 -3%
Osaic Holdings
174
Osaic Holdings
Arizona
$3.36M -$3.63M -105,621 -52%
PAG
175
Private Advisor Group
New Jersey
$3.32M +$463K +13,462 +16%
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