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Dimensional International Value ETF

604 hedge funds and large institutions have $7.13B invested in Dimensional International Value ETF in 2024 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 266 increasing their positions, 139 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 28

91% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 139

20% more funds holding in top 10

Funds holding in top 10: 7489 (+15)

14% more funds holding

Funds holding: 531604 (+73)

3.17% more ownership

Funds ownership: 85.07%88.23% (+3.2%)

3% more capital invested

Capital invested by funds: $6.9B → $7.13B (+$230M)

Holders
604
Holders Change
+73
Holders Change %
+13.75%
% of All Funds
7.96%
Holding in Top 10
89
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+20.27%
% of All Funds
1.17%
New
107
Increased
266
Reduced
139
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WT
176
Whittier Trust
California
$4.23M -$72.3K -1,971 -2%
LWP
177
Laurel Wealth Planning
Minnesota
$4.17M +$110K +3,007 +3%
CFGA
178
Cambridge Financial Group (Arizona)
Arizona
$4.16M +$1.09M +29,659 +34%
SPIA
179
Steward Partners Investment Advisory
New York
$4.16M +$289K +7,870 +7%
RLWM
180
RF&L Wealth Management
Massachusetts
$4.16M +$201K +5,480 +5%
DSCM
181
Del-Sette Capital Management
New York
$4.07M -$459K -12,504 -10%
MFAM
182
M Financial Asset Management
Oregon
$4.07M -$481K -13,130 -10%
LG
183
LAM Group
Oregon
$3.99M +$539K +14,685 +15%
Betterment LLC
184
Betterment LLC
New York
$3.98M +$207K +5,650 +5%
PWM
185
Perigon Wealth Management
California
$3.96M +$659K +17,969 +20%
EWA
186
EQ Wealth Advisors
Texas
$3.94M +$4.07M +111,032 New
CWL
187
Causey Wealth LLC
Colorado
$3.92M +$4.05M +110,430 New
GJIA
188
Glass Jacobson Investment Advisors
Maryland
$3.81M +$3.89K +106 +0.1%
CFGF
189
Compass Financial Group (Florida)
Florida
$3.78M -$73.1K -1,993 -2%
WANY
190
Wealthspire Advisors (New York)
New York
$3.73M +$818K +22,318 +27%
CCM
191
Carlson Capital Management
Minnesota
$3.72M +$457K +12,468 +13%
Envestnet Portfolio Solutions
192
Envestnet Portfolio Solutions
Illinois
$3.69M -$85.8K -2,339 -2%
EWA
193
EverSource Wealth Advisors
Alabama
$3.68M -$59.8K -1,630 -2%
BOC
194
Blue Oak Capital
California
$3.65M +$3.78M +102,945 New
SWM
195
Spire Wealth Management
Virginia
$3.63M +$105K +2,875 +3%
PWIA
196
Porter White Investment Advisors
Alabama
$3.58M +$14.9K +407 +0.4%
BCG
197
Breakwater Capital Group
New Jersey
$3.57M +$344K +9,393 +10%
O3W
198
Omni 360 Wealth
New Jersey
$3.56M +$888K +24,221 +32%
SWM
199
Sterling Wealth Management
Illinois
$3.55M +$281K +7,674 +8%
ACM
200
Armbruster Capital Management
New York
$3.55M +$109K +2,973 +3%

DFIV Hedge Fund Activity: Q4 2024 in Review

604 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q4 2024, worth a combined $7.13B — up 3.3% from $6.9B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new DFIV positions and 28 closed out — a net gain of 79 holders — while 266 added to existing stakes and 139 trimmed.

The largest buyer was Macquarie Group, opening a new position worth an estimated $207M. The largest seller was Mercer Global Advisors, cutting an estimated $58.6M.

  • 604 institutional investors held Dimensional International Value ETF (DFIV) as of Q4 2024, up from 531 in Q3 2024.
  • Funds reported $7.13B of Dimensional International Value ETF stock for Q4 2024, up 3.3% quarter-over-quarter.
  • 107 funds opened new Dimensional International Value ETF positions in Q4 2024 and 28 closed out, a net change of +79 holders.
  • The largest Dimensional International Value ETF buyer in Q4 2024 was Macquarie Group, an estimated $207M added.
  • The largest Dimensional International Value ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $58.6M sold.

Based on aggregated 13F filings for Q4 2024.