DFIV icon

Dimensional International Value ETF
DFIV

Overview Fund Activity

484 hedge funds and large institutions have $5.81B invested in Dimensional International Value ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 214 increasing their positions, 152 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+5
Holders Change %
+1.04%
% of All Funds
7.02%
Holding in Top 10
75
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.09%
New
36
Increased
214
Reduced
152
Closed
20
Calls
$15K
Puts
–
Net Calls
+$15K
Net Calls Change
+$1K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$161M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$107M
3
HighTower Advisors
HighTower Advisors
Illinois
+$77.6M
4
FPAS
Focus Partners Advisor Solutions
Missouri
+$69.7M
5
FWP
Falcon Wealth Planning
California
+$25.6M

Top Sellers

1
Jane Street
Jane Street
New York
-$94.8M
2
CCM
Carlson Capital Management
Minnesota
-$23.3M
3
MPM
MBB Public Markets
Illinois
-$17.2M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$15.2M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
176
Brookstone Capital Management
Illinois
$3.21M +$1.66M +45,068 +107%
TCM
177
TruNorth Capital Management
Michigan
$3.19M +$3.19M +86,685 New
FWM
178
FMB Wealth Management
California
$3.15M – – –
CCM
179
Carlson Capital Management
Minnesota
$3.14M -$23.3M -634,280 -88%
AWM
180
Avior Wealth Management
Nebraska
$3.06M +$62.2K +1,692 +2%
RA
181
RFG Advisory
Alabama
$3.06M -$105K -2,857 -3%
MG
182
Mather Group
Illinois
$3M +$11.4K +333 +0.4%
RLIM
183
Red Lighthouse Investment Management
New York
$2.96M – – –
PO
184
Private Ocean
California
$2.95M -$27.2K -741 -0.9%
BFC
185
Bedel Financial Consulting
Indiana
$2.95M -$31.1K -846 -1%
SFM
186
Signet Financial Management
New Jersey
$2.94M +$341K +9,281 +13%
CAM
187
Cresset Asset Management
Illinois
$2.9M +$165K +4,481 +6%
IAG
188
Investmark Advisory Group
Connecticut
$2.88M -$180K -4,890 -6%
SPIA
189
Steward Partners Investment Advisory
New York
$2.88M +$1.08M +29,377 +60%
O3W
190
Omni 360 Wealth
New Jersey
$2.86M +$178K +4,850 +7%
DWA
191
Delap Wealth Advisory
Oregon
$2.79M -$345K -9,400 -11%
M&T Bank
192
M&T Bank
New York
$2.76M -$2.65M -72,045 -49%
TFG
193
Tilson Financial Group
New Jersey
$2.72M +$678K +18,458 +33%
FEG
194
Fund Evaluation Group
Ohio
$2.7M -$50.7K -1,380 -2%
AP
195
Adero Partners
California
$2.69M -$10.9K -296 -0.4%
RFC
196
Regions Financial Corp
Alabama
$2.63M – – –
SWP
197
Stratos Wealth Partners
Ohio
$2.62M -$14K -382 -0.5%
RSWM
198
Robertson Stephens Wealth Management
California
$2.54M -$968K -26,352 -28%
BPFA
199
Barnes Pettey Financial Advisors
Mississippi
$2.5M -$694K -18,872 -22%
SWM
200
Soundmark Wealth Management
Washington
$2.48M -$13.6K -370 -0.5%
6 7
8
9 10