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Dimensional International Value ETF
DFIV

531 hedge funds and large institutions have $6.9B invested in Dimensional International Value ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 245 increasing their positions, 147 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

67% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 147

12% more capital invested

Capital invested by funds: $6.17B → $6.9B (+$729M)

5% more funds holding

Funds holding: 504 → 531 (+27)

1.08% more ownership

Funds ownership: 83.98% → 85.07% (+1.1%)

4% less funds holding in top 10

Funds holding in top 10: 77 → 74 (-3)

Holders
531
Holders Change
+27
Holders Change %
+5.36%
% of All Funds
7.62%
Holding in Top 10
74
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.9%
% of All Funds
1.06%
New
47
Increased
245
Reduced
147
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$416M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$159M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$99.2M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$46.5M
5
KIM
Kestra Investment Management
Texas
+$39.4M

Top Sellers

1
Jane Street
Jane Street
New York
-$130M
2
FWP
Falcon Wealth Planning
California
-$25.1M
3
MHS
M Holdings Securities
Oregon
-$24.2M
4
I
INVST
Indiana
-$20.2M
5
WAM
WNY Asset Management
New York
-$6.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
KPP
151
Kings Path Partners
Texas
$5.55M +$300K +8,105 +6%
Mariner
152
Mariner
Kansas
$5.35M +$387K +10,464 +8%
LFG
153
Larson Financial Group
Missouri
$5.35M -$129K -3,496 -2%
SSW
154
Stone Summit Wealth
Florida
$5.35M +$252K +6,809 +5%
MCA
155
Maryland Capital Advisors
Maryland
$5.34M +$346K +9,358 +7%
SRB
156
Shotwell Rutter Baer
Michigan
$5.13M +$172K +4,661 +4%
TIM
157
Tortoise Investment Management
New York
$4.98M +$1.7M +46,077 +54%
VR
158
Valued Retirements
Texas
$4.95M +$116K +3,126 +2%
MFAM
159
M Financial Asset Management
Oregon
$4.86M +$324K +8,746 +7%
DSCM
160
Del-Sette Capital Management
New York
$4.85M -$607K -16,400 -11%
VWA
161
Visionary Wealth Advisors
Illinois
$4.69M +$360K +9,742 +9%
FIS
162
Fischer Investment Strategies
California
$4.62M +$241K +6,522 +6%
WT
163
Whittier Trust
California
$4.61M +$481 +13 +0%
GOCP
164
Great Oak Capital Partners
Massachusetts
$4.51M +$823K +22,251 +23%
PAG
165
Private Advisor Group
New Jersey
$4.44M -$756K -20,449 -15%
CAC
166
Certified Advisory Corp
Florida
$4.39M +$920K +24,881 +27%
LWP
167
Laurel Wealth Planning
Minnesota
$4.36M -$39.6K -1,070 -0.9%
RLWM
168
RF&L Wealth Management
Massachusetts
$4.25M +$62.6K +1,692 +2%
SPIA
169
Steward Partners Investment Advisory
New York
$4.16M +$216K +5,835 +6%
CFGF
170
Compass Financial Group (Florida)
Florida
$4.13M -$31.1K -840 -0.8%
GJIA
171
Glass Jacobson Investment Advisors
Maryland
$4.08M +$128K +3,448 +3%
Betterment LLC
172
Betterment LLC
New York
$4.06M -$512K -13,837 -11%
Envestnet Portfolio Solutions
173
Envestnet Portfolio Solutions
Illinois
$4.05M +$20.1K +544 +0.5%
EWA
174
EverSource Wealth Advisors
Alabama
$4.01M +$22.8K +615 +0.6%
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$3.96M +$287K +7,767 +8%
5 6
7
8 9

DFIV Hedge Fund Activity: Q3 2024 in Review

531 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q3 2024, worth a combined $6.9B — up 12% from $6.17B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new DFIV positions and 16 closed out — a net gain of 31 holders — while 245 added to existing stakes and 147 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $416M. The largest seller was Jane Street, cutting an estimated $130M.

  • 531 institutional investors held Dimensional International Value ETF (DFIV) as of Q3 2024, up from 504 in Q2 2024.
  • Funds reported $6.9B of Dimensional International Value ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 47 funds opened new Dimensional International Value ETF positions in Q3 2024 and 16 closed out, a net change of +31 holders.
  • The largest Dimensional International Value ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $416M added.
  • The largest Dimensional International Value ETF seller in Q3 2024 was Jane Street, an estimated $130M sold.

Based on aggregated 13F filings for Q3 2024.