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Dimensional International Value ETF

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: 504531 (+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: 7774 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
PWIA
176
Porter White Investment Advisors
Alabama
$3.83M -$12.8K -345 -0.3%
Goldman Sachs
177
Goldman Sachs
New York
$3.83M +$3.72M +100,500 New
SWM
178
Spire Wealth Management
Virginia
$3.78M -$277K -7,497 -7%
LG
179
LAM Group
Oregon
$3.72M -$18.5K -500 -0.5%
MFT
180
Moisand Fitzgerald Tamayo
Florida
$3.71M -$2.44K -66 -0.1%
BPFA
181
Barnes Pettey Financial Advisors
Mississippi
$3.7M +$74.3K +2,009 +2%
ACM
182
Armbruster Capital Management
New York
$3.7M +$204K +5,503 +6%
IAG
183
Investmark Advisory Group
Connecticut
$3.55M +$195K +5,258 +6%
CCM
184
Carlson Capital Management
Minnesota
$3.52M +$271K +7,315 +9%
SWM
185
Sterling Wealth Management
Illinois
$3.52M +$987K +26,679 +41%
PGFC
186
Peapack-Gladstone Financial Corp
New Jersey
$3.5M -$105K -2,847 -3%
PWM
187
Perigon Wealth Management
California
$3.5M -$407K -11,009 -11%
BHWA
188
Beacon Harbor Wealth Advisors
Virginia
$3.49M +$79.8K +2,156 +2%
BCG
189
Breakwater Capital Group
New Jersey
$3.48M +$686K +18,547 +25%
TFG
190
Tilson Financial Group
New Jersey
$3.46M +$297K +8,024 +10%
AWM
191
Ariadne Wealth Management
California
$3.46M -$55.4K -1,497 -2%
AWM
192
Avior Wealth Management
Nebraska
$3.43M +$96.8K +2,616 +3%
CFGA
193
Cambridge Financial Group (Arizona)
Arizona
$3.33M +$205K +5,531 +7%
TCM
194
TruNorth Capital Management
Michigan
$3.31M +$21.7K +586 +0.7%
AC
195
AWM Capital
Arizona
$3.27M -$206K -5,563 -6%
AA
196
Addison Advisors
Vermont
$3.27M +$385K +10,401 +14%
AA
197
Advisory Alpha
Michigan
$3.26M +$149K +4,021 +5%
SP
198
Symmetry Partners
Connecticut
$3.19M -$3.87M -104,548 -56%
FWM
199
FMB Wealth Management
California
$3.19M -$34.1K -921 -1%
WANY
200
Wealthspire Advisors (New York)
New York
$3.16M +$3.07M +82,859 New

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.