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Dimensional International Value ETF
DFIV

Overview Fund Activity

528 hedge funds and large institutions have $6.88B invested in Dimensional International Value ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 242 increasing their positions, 147 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
528
Holders Change
+27
Holders Change %
+5.39%
% of All Funds
7.64%
Holding in Top 10
74
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.9%
% of All Funds
1.07%
New
47
Increased
242
Reduced
147
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$429M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$721M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$734M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$47.7M
5
KIM
5
Kestra Investment Management
Texas
$40.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$16.6M
2
FWP
2
Falcon Wealth Planning
California
$43.2M
3
MHS
3
M Holdings Securities
Oregon
$0
4
I
4
INVST
Indiana
$0
5
WAM
5
WNY Asset Management
New York
$298K
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
176
Goldman Sachs
New York
$3.83M +$3.83M +100,500 New
SWM
177
Spire Wealth Management
Virginia
$3.78M -$285K -7,497 -7%
LG
178
LAM Group
Oregon
$3.72M -$19K -500 -0.5%
MFT
179
Moisand Fitzgerald Tamayo
Florida
$3.71M -$2.51K -66 -0.1%
BPFA
180
Barnes Pettey Financial Advisors
Mississippi
$3.7M +$76.5K +2,009 +2%
ACM
181
Armbruster Capital Management
New York
$3.7M +$210K +5,503 +6%
IAG
182
Investmark Advisory Group
Connecticut
$3.55M +$200K +5,258 +6%
CCM
183
Carlson Capital Management
Minnesota
$3.52M +$279K +7,315 +9%
SWM
184
Sterling Wealth Management
Illinois
$3.52M +$1.02M +26,679 +41%
PGFC
185
Peapack-Gladstone Financial Corp
New Jersey
$3.5M -$108K -2,847 -3%
PWM
186
Perigon Wealth Management
California
$3.5M -$419K -11,009 -11%
BHWA
187
Beacon Harbor Wealth Advisors
Virginia
$3.49M +$82.1K +2,156 +2%
BCG
188
Breakwater Capital Group
New Jersey
$3.48M +$706K +18,547 +25%
TFG
189
Tilson Financial Group
New Jersey
$3.46M +$306K +8,024 +10%
AWM
190
Ariadne Wealth Management
California
$3.46M -$56K -1,497 -2%
AWM
191
Avior Wealth Management
Nebraska
$3.43M +$99.6K +2,616 +3%
TCM
192
TruNorth Capital Management
Michigan
$3.31M +$22.3K +586 +0.7%
AC
193
AWM Capital
Arizona
$3.27M -$212K -5,563 -6%
AA
194
Addison Advisors
Vermont
$3.27M +$396K +10,401 +14%
AA
195
Advisory Alpha
Michigan
$3.26M +$153K +4,021 +5%
SP
196
Symmetry Partners
Connecticut
$3.19M -$3.98M -104,548 -56%
FWM
197
FMB Wealth Management
California
$3.19M -$35.1K -921 -1%
WANY
198
Wealthspire Advisors (New York)
New York
$3.16M +$3.16M +82,859 New
MWM
199
Mattern Wealth Management
Kansas
$3.1M +$273K +7,176 +10%
AQR Capital Management
200
AQR Capital Management
Connecticut
$3.06M +$1.07M +28,177 +54%
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