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Dimensional International Value ETF

481 hedge funds and large institutions have $5.22B invested in Dimensional International Value ETF in 2023 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 208 increasing their positions, 132 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 21

58% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 132

15% more funds holding

Funds holding: 417481 (+64)

9% more capital invested

Capital invested by funds: $4.79B → $5.22B (+$429M)

1% more funds holding in top 10

Funds holding in top 10: 7475 (+1)

0.93% less ownership

Funds ownership: 82.38%81.46% (-0.93%)

Holders
481
Holders Change
+64
Holders Change %
+15.35%
% of All Funds
7.01%
Holding in Top 10
75
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.35%
% of All Funds
1.09%
New
89
Increased
208
Reduced
132
Closed
21
Calls
$14K
Puts
Net Calls
+$14K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
O3W
201
Omni 360 Wealth
New Jersey
$2.51M +$2.38M +73,041 New
SWP
202
Stratos Wealth Partners
Ohio
$2.47M -$27.8K -852 -1%
RFC
203
Regions Financial Corp
Alabama
$2.45M -$4.96K -152 -0.2%
SFM
204
Signet Financial Management
New Jersey
$2.43M +$216K +6,620 +10%
RFG
205
REAP Financial Group
Texas
$2.36M +$2.24M +68,786 New
AFGAS
206
Allegiance Financial Group Advisory Services
Virginia
$2.34M +$24.5K +750 +1%
SWM
207
Soundmark Wealth Management
Washington
$2.33M +$5.91K +181 +0.3%
ST
208
Sentinel Trust
Texas
$2.31M -$4.01M -123,000 -65%
FIM
209
Freedom Investment Management
Connecticut
$2.18M +$2.07M +63,385 New
FTS
210
Fifth Third Securities
Ohio
$2.18M +$253K +7,768 +14%
CFGA
211
Cambridge Financial Group (Arizona)
Arizona
$2.15M +$2.04M +62,626 New
CFO
212
CVA Family Office
Colorado
$2.15M -$106K -3,247 -5%
VP
213
Verum Partners
North Carolina
$2.06M -$31.2K -956 -2%
Morgan Stanley
214
Morgan Stanley
New York
$2.03M +$1.04M +31,776 +116%
BCG
215
Breakwater Capital Group
New Jersey
$2M +$118K +3,603 +6%
KPWS
216
Kestra Private Wealth Services
Texas
$1.92M -$288K -8,830 -14%
DPI
217
Diversified Portfolios Inc
Michigan
$1.92M
TFG
218
Tilson Financial Group
New Jersey
$1.91M +$1.13M +34,527 +164%
JC
219
Jentner Corp
Ohio
$1.87M -$44.7K -1,369 -2%
HWMT
220
Heritage Wealth Management (Texas)
Texas
$1.86M +$10.1K +309 +0.6%
FLI
221
Family Legacy Inc
South Carolina
$1.86M +$46.6K +1,429 +3%
AF
222
Advisornet Financial
Minnesota
$1.85M +$19.4K +594 +1%
ATI
223
ARK & TLK Investments
Oklahoma
$1.84M +$1.75M +53,529 New
AI
224
Atria Investments
North Carolina
$1.79M +$169K +5,168 +11%
ACP
225
Aviance Capital Partners
Florida
$1.79M +$33.4K +1,023 +2%

DFIV Hedge Fund Activity: Q4 2023 in Review

481 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q4 2023, worth a combined $5.22B — up 9% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new DFIV positions and 21 closed out — a net gain of 68 holders — while 208 added to existing stakes and 132 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $155M. The largest seller was Jane Street, cutting an estimated $140M.

  • 481 institutional investors held Dimensional International Value ETF (DFIV) as of Q4 2023, up from 417 in Q3 2023.
  • Funds reported $5.22B of Dimensional International Value ETF stock for Q4 2023, up 9% quarter-over-quarter.
  • 89 funds opened new Dimensional International Value ETF positions in Q4 2023 and 21 closed out, a net change of +68 holders.
  • The largest Dimensional International Value ETF buyer in Q4 2023 was PNC Financial Services Group, an estimated $155M added.
  • The largest Dimensional International Value ETF seller in Q4 2023 was Jane Street, an estimated $140M sold.

Based on aggregated 13F filings for Q4 2023.