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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
KPP
151
Kings Path Partners
Texas
$5.82M +$669K +18,252 +13%
TIM
152
Tortoise Investment Management
New York
$5.78M +$1.18M +32,155 +25%
FWS
153
FinDec Wealth Services
California
$5.76M -$571K -15,577 -9%
FF
154
Financial Futures
New Jersey
$5.74M -$615K -16,761 -9%
GCM
155
G2 Capital Management
Ohio
$5.34M +$123K +3,360 +2%
CI
156
Cordant Inc
Oregon
$5.33M -$203K -5,530 -4%
ACP
157
Aveo Capital Partners
Colorado
$5.3M +$43.9K +1,197 +0.8%
RFG
158
REAP Financial Group
Texas
$5.27M +$60.3K +1,645 +1%
TFO
159
Timonier Family Office
North Carolina
$5.2M +$5.37M +146,429 New
SSW
160
Stone Summit Wealth
Florida
$5.08M +$99.1K +2,703 +2%
Mariner
161
Mariner
Kansas
$5.04M +$52.1K +1,422 +1%
Morgan Stanley
162
Morgan Stanley
New York
$4.99M +$2.96M +80,803 +135%
AFG
163
ABLE Financial Group
Arizona
$4.97M +$5.14M +140,167 New
VWA
164
Visionary Wealth Advisors
Illinois
$4.97M +$620K +16,906 +14%
LFG
165
Larson Financial Group
Missouri
$4.96M -$31.4K -855 -0.6%
Financial Engines Advisors
166
Financial Engines Advisors
California
$4.92M +$2.45M +66,797 +93%
SRB
167
Shotwell Rutter Baer
Michigan
$4.89M +$123K +3,345 +2%
V
168
VeraBank
Texas
$4.86M -$2.42M -65,941 -32%
AA
169
Armis Advisers
Georgia
$4.78M +$4.94M +134,633 New
MWM
170
Mission Wealth Management
California
$4.7M +$4.65M +126,678 +2,175%
1WM
171
1900 Wealth Management
Texas
$4.65M -$883K -24,091 -16%
AWM
172
Ariadne Wealth Management
California
$4.47M +$947K +25,815 +28%
HWA
173
HMV Wealth Advisors
Louisiana
$4.42M +$4.56M +124,445 New
VR
174
Valued Retirements
Texas
$4.38M -$238K -6,502 -5%
CAC
175
Certified Advisory Corp
Florida
$4.32M +$238K +6,480 +6%

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.