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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
Cetera Investment Advisers
151
Cetera Investment Advisers
Illinois
$4.46M +$114K +3,486 +3%
SRB
152
Shotwell Rutter Baer
Michigan
$4.39M +$4.19M +128,555 New
MCA
153
Maryland Capital Advisors
Maryland
$4.3M +$318K +9,758 +8%
VWA
154
Visionary Wealth Advisors
Illinois
$4.28M +$6K +184 +0.1%
LWP
155
Laurel Wealth Planning
Minnesota
$4.27M +$55.8K +1,711 +1%
CI
156
Cordant Inc
Oregon
$4.26M -$195K -5,977 -5%
Cambridge Investment Research Advisors
157
Cambridge Investment Research Advisors
Iowa
$4.25M -$433K -13,271 -10%
OMC
158
Old Mission Capital
Illinois
$4.19M +$863K +26,434 +28%
WT
159
Whittier Trust
California
$4.16M +$620 +19 +0%
Mariner
160
Mariner
Kansas
$4.13M +$107K +3,289 +3%
LA
161
Lane & Associates
New Jersey
$4.04M +$383K +11,742 +11%
SSW
162
Stone Summit Wealth
Florida
$4.03M +$361K +11,065 +10%
MAA
163
Mraz Amerine & Associates
California
$4.02M +$370K +11,335 +11%
Envestnet Portfolio Solutions
164
Envestnet Portfolio Solutions
Illinois
$3.98M -$310K -9,487 -8%
VR
165
Valued Retirements
Texas
$3.96M +$3.76M +115,238 New
CFGF
166
Compass Financial Group (Florida)
Florida
$3.74M -$2.71K -83 -0.1%
WPW
167
Watershed Private Wealth
Illinois
$3.71M -$498K -15,265 -12%
EWA
168
EverSource Wealth Advisors
Alabama
$3.64M +$38K +1,165 +1%
RLWM
169
RF&L Wealth Management
Massachusetts
$3.59M +$41.7K +1,279 +1%
SWM
170
Spire Wealth Management
Virginia
$3.52M -$4.34K -133 -0.1%
PWIA
171
Porter White Investment Advisors
Alabama
$3.46M +$596K +18,277 +22%
GJIA
172
Glass Jacobson Investment Advisors
Maryland
$3.43M +$80.3K +2,460 +3%
MML Investors Services
173
MML Investors Services
Massachusetts
$3.42M +$693K +21,245 +27%
LG
174
LAM Group
Oregon
$3.37M -$85.9K -2,632 -3%
Osaic Holdings
175
Osaic Holdings
Arizona
$3.36M -$3.45M -105,621 -52%

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.