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Dimensional International Value ETF
DFIV

Overview Fund Activity

598 hedge funds and large institutions have $7.11B invested in Dimensional International Value ETF in 2024 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 263 increasing their positions, 139 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
598
Holders Change
+70
Holders Change %
+13.26%
% of All Funds
7.96%
Holding in Top 10
88
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+18.92%
% of All Funds
1.17%
New
104
Increased
263
Reduced
139
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$201M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$726M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$191M
4
EWA
4
EP Wealth Advisors
California
$94.6M
5
SC
5
Savant Capital
Illinois
$294M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$631M
2
Jane Street
2
Jane Street
New York
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$9.64M
5
FIS
5
Fischer Investment Strategies
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWP
176
Laurel Wealth Planning
Minnesota
$4.17M +$107K +3,007 +3%
SPIA
177
Steward Partners Investment Advisory
New York
$4.16M +$279K +7,870 +7%
RLWM
178
RF&L Wealth Management
Massachusetts
$4.16M +$194K +5,480 +5%
DSCM
179
Del-Sette Capital Management
New York
$4.07M -$444K -12,504 -10%
MFAM
180
M Financial Asset Management
Oregon
$4.07M -$466K -13,130 -10%
LG
181
LAM Group
Oregon
$3.99M +$521K +14,685 +15%
Betterment LLC
182
Betterment LLC
New York
$3.98M +$200K +5,650 +5%
PWM
183
Perigon Wealth Management
California
$3.96M +$649K +17,969 +20%
EWA
184
EQ Wealth Advisors
Texas
$3.94M +$3.94M +111,032 New
GJIA
185
Glass Jacobson Investment Advisors
Maryland
$3.81M +$3.76K +106 +0.1%
CFGF
186
Compass Financial Group (Florida)
Florida
$3.78M -$70.7K -1,993 -2%
WANY
187
Wealthspire Advisors (New York)
New York
$3.73M +$792K +22,318 +27%
CCM
188
Carlson Capital Management
Minnesota
$3.72M +$442K +12,468 +13%
Envestnet Portfolio Solutions
189
Envestnet Portfolio Solutions
Illinois
$3.69M -$83K -2,339 -2%
EWA
190
EverSource Wealth Advisors
Alabama
$3.68M -$57.8K -1,630 -2%
BOC
191
Blue Oak Capital
California
$3.65M +$3.65M +102,945 New
SWM
192
Spire Wealth Management
Virginia
$3.63M +$102K +2,875 +3%
PWIA
193
Porter White Investment Advisors
Alabama
$3.58M +$14.4K +407 +0.4%
BCG
194
Breakwater Capital Group
New Jersey
$3.57M +$333K +9,393 +10%
O3W
195
Omni 360 Wealth
New Jersey
$3.56M +$859K +24,221 +32%
SWM
196
Sterling Wealth Management
Illinois
$3.55M +$272K +7,674 +8%
ACM
197
Armbruster Capital Management
New York
$3.55M +$105K +2,973 +3%
TFG
198
Tilson Financial Group
New Jersey
$3.51M +$288K +8,122 +9%
BFA
199
Benningfield Financial Advisors
California
$3.51M +$3.51M +98,797 New
BHWA
200
Beacon Harbor Wealth Advisors
Virginia
$3.46M +$207K +5,846 +6%
6 7
8
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