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Dimensional International Value ETF
DFIV

Overview Fund Activity

479 hedge funds and large institutions have $5.21B invested in Dimensional International Value ETF in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 207 increasing their positions, 132 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+63
Holders Change %
+15.14%
% of All Funds
7.02%
Holding in Top 10
75
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.35%
% of All Funds
1.1%
New
88
Increased
207
Reduced
132
Closed
21
Calls
$14K
Puts
–
Net Calls
+$14K
Net Calls Change
+$14K

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$163M
2
PWS
Paragon Wealth Strategies
Florida
$43M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$359M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$341M
5
CWS
Confluence Wealth Services
Pennsylvania
$33.1M

Top Sellers

1
Jane Street
Jane Street
New York
$139M
2
SIS
Strategic Investment Solutions
Illinois
$5.15M
3
FPAS
Focus Partners Advisor Solutions
Missouri
$75M
4
I
INVST
Indiana
$0
5
BSW
Buckingham Strategic Wealth
Missouri
$379M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
201
Stratos Wealth Partners
Ohio
$2.47M -$29.3K -852 -1%
RFC
202
Regions Financial Corp
Alabama
$2.45M -$5.22K -152 -0.2%
SFM
203
Signet Financial Management
New Jersey
$2.43M +$227K +6,620 +10%
RFG
204
REAP Financial Group
Texas
$2.36M +$2.36M +68,786 New
AFGAS
205
Allegiance Financial Group Advisory Services
Virginia
$2.34M +$25.8K +750 +1%
SWM
206
Soundmark Wealth Management
Washington
$2.33M +$6.22K +181 +0.3%
ST
207
Sentinel Trust
Texas
$2.31M -$4.23M -123,000 -65%
FIM
208
Freedom Investment Management
Connecticut
$2.18M +$2.18M +63,385 New
FTS
209
Fifth Third Securities
Ohio
$2.18M +$267K +7,768 +14%
CFO
210
CVA Family Office
Colorado
$2.15M -$112K -3,247 -5%
VP
211
Verum Partners
North Carolina
$2.06M -$32.8K -956 -2%
Morgan Stanley
212
Morgan Stanley
New York
$2.03M +$1.09M +31,776 +116%
BCG
213
Breakwater Capital Group
New Jersey
$2M +$121K +3,603 +6%
KPWS
214
Kestra Private Wealth Services
Texas
$1.92M -$303K -8,830 -14%
DPI
215
Diversified Portfolios Inc
Michigan
$1.92M – – –
TFG
216
Tilson Financial Group
New Jersey
$1.91M +$1.19M +34,527 +164%
JC
217
Jentner Corp
Ohio
$1.87M -$47K -1,369 -2%
HWMT
218
Heritage Wealth Management (Texas)
Texas
$1.86M +$10.6K +309 +0.6%
FLI
219
Family Legacy Inc
South Carolina
$1.86M +$49.1K +1,429 +3%
AF
220
Advisornet Financial
Minnesota
$1.85M +$20.4K +594 +1%
ATI
221
ARK & TLK Investments
Oklahoma
$1.84M +$1.84M +53,529 New
AI
222
Atria Investments
North Carolina
$1.79M +$178K +5,168 +11%
ACP
223
Aviance Capital Partners
Florida
$1.79M +$35.2K +1,023 +2%
TWP
224
Tempus Wealth Planning
California
$1.79M -$111K -3,221 -6%
VCM
225
Versant Capital Management
Arizona
$1.77M -$154K -4,469 -8%
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