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Dimensional International Value ETF

504 hedge funds and large institutions have $6.17B invested in Dimensional International Value ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 236 increasing their positions, 136 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 27

74% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 136

6% more capital invested

Capital invested by funds: $5.82B → $6.17B (+$347M)

4% more funds holding

Funds holding: 486504 (+18)

3% more funds holding in top 10

Funds holding in top 10: 7577 (+2)

2.11% more ownership

Funds ownership: 81.87%83.98% (+2.1%)

Holders
504
Holders Change
+18
Holders Change %
+3.7%
% of All Funds
7.28%
Holding in Top 10
77
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.67%
% of All Funds
1.11%
New
50
Increased
236
Reduced
136
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFT
176
Moisand Fitzgerald Tamayo
Florida
$3.5M +$52.3K +1,419 +1%
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$3.46M +$3.04M +82,579 +607%
GOCP
178
Great Oak Capital Partners
Massachusetts
$3.42M +$3.55M +96,423 New
BPFA
179
Barnes Pettey Financial Advisors
Mississippi
$3.42M +$995K +27,017 +40%
PGFC
180
Peapack-Gladstone Financial Corp
New Jersey
$3.41M -$371K -10,088 -10%
AWM
181
Ariadne Wealth Management
California
$3.38M +$3.46M +93,958 New
ACM
182
Armbruster Capital Management
New York
$3.29M -$41.2K -1,118 -1%
AC
183
AWM Capital
Arizona
$3.29M -$35.6K -968 -1%
CAC
184
Certified Advisory Corp
Florida
$3.25M +$1.99M +53,986 +148%
Jones Financial Companies
185
Jones Financial Companies
Missouri
$3.22M +$2.52M +68,378 +320%
BHWA
186
Beacon Harbor Wealth Advisors
Virginia
$3.22M +$73.6K +2,000 +2%
IAG
187
Investmark Advisory Group
Connecticut
$3.16M +$353K +9,583 +12%
AWM
188
Avior Wealth Management
Nebraska
$3.14M +$146K +3,972 +5%
MG
189
Mather Group
Illinois
$3.12M -$81.2K -2,206 -3%
O3W
190
Omni 360 Wealth
New Jersey
$3.12M +$327K +8,878 +11%
TCM
191
TruNorth Capital Management
Michigan
$3.1M -$11.8K -321 -0.4%
CCM
192
Carlson Capital Management
Minnesota
$3.06M -$5.19K -141 -0.2%
TIM
193
Tortoise Investment Management
New York
$3.04M +$827K +22,471 +36%
FWM
194
FMB Wealth Management
California
$3.04M -$38.7K -1,052 -1%
RA
195
RFG Advisory
Alabama
$2.99M -$1.29K -35 -0%
TFG
196
Tilson Financial Group
New Jersey
$2.98M +$323K +8,772 +12%
CFGA
197
Cambridge Financial Group (Arizona)
Arizona
$2.95M +$413K +11,208 +16%
AA
198
Advisory Alpha
Michigan
$2.93M -$2.25M -61,118 -43%
BFC
199
Bedel Financial Consulting
Indiana
$2.87M -$8.21K -223 -0.3%
SFM
200
Signet Financial Management
New Jersey
$2.85M -$27K -734 -0.9%

DFIV Hedge Fund Activity: Q2 2024 in Review

504 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q2 2024, worth a combined $6.17B — up 6% from $5.82B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new DFIV positions and 27 closed out — a net gain of 23 holders — while 236 added to existing stakes and 136 trimmed.

The largest buyer was Jane Street, adding an estimated $91.7M. The largest seller was Relative Value Partners Group, exiting entirely with an estimated $34.5M sold.

  • 504 institutional investors held Dimensional International Value ETF (DFIV) as of Q2 2024, up from 486 in Q1 2024.
  • Funds reported $6.17B of Dimensional International Value ETF stock for Q2 2024, up 6% quarter-over-quarter.
  • 50 funds opened new Dimensional International Value ETF positions in Q2 2024 and 27 closed out, a net change of +23 holders.
  • The largest Dimensional International Value ETF buyer in Q2 2024 was Jane Street, an estimated $91.7M added.
  • The largest Dimensional International Value ETF seller in Q2 2024 was Relative Value Partners Group, an estimated $34.5M sold.

Based on aggregated 13F filings for Q2 2024.