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Dimensional International Value ETF
DFIV

Overview Fund Activity

484 hedge funds and large institutions have $5.81B invested in Dimensional International Value ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 214 increasing their positions, 152 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+5
Holders Change %
+1.04%
% of All Funds
7.02%
Holding in Top 10
75
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.09%
New
36
Increased
214
Reduced
152
Closed
20
Calls
$15K
Puts
–
Net Calls
+$15K
Net Calls Change
+$1K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$161M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$107M
3
HighTower Advisors
HighTower Advisors
Illinois
+$77.6M
4
FPAS
Focus Partners Advisor Solutions
Missouri
+$69.7M
5
FWP
Falcon Wealth Planning
California
+$25.6M

Top Sellers

1
Jane Street
Jane Street
New York
-$94.8M
2
CCM
Carlson Capital Management
Minnesota
-$23.3M
3
MPM
MBB Public Markets
Illinois
-$17.2M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$15.2M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFGAS
201
Allegiance Financial Group Advisory Services
Virginia
$2.44M -$71K -1,933 -3%
AA
202
Addison Advisors
Vermont
$2.38M +$488K +13,270 +26%
FIM
203
Freedom Investment Management
Connecticut
$2.31M -$21.5K -584 -0.9%
TIM
204
Tortoise Investment Management
New York
$2.29M +$616K +16,754 +37%
FSWA
205
Financial Synergies Wealth Advisors
Texas
$2.15M +$303K +8,255 +16%
ST
206
Sentinel Trust
Texas
$2.14M -$331K -9,000 -13%
VP
207
Verum Partners
North Carolina
$2.1M -$96.5K -2,625 -4%
BCG
208
Breakwater Capital Group
New Jersey
$2.09M -$104K -2,821 -5%
SC
209
Schubert & Co
Texas
$2.07M +$244K +6,643 +13%
DPI
210
Diversified Portfolios Inc
Michigan
$2.03M -$24K -653 -1%
SWM
211
Sterling Wealth Management
Illinois
$2.01M +$248K +6,744 +14%
JC
212
Jentner Corp
Ohio
$2M +$662 +18 +0%
FLI
213
Family Legacy Inc
South Carolina
$2M +$17.3K +470 +0.9%
ACP
214
Aviance Capital Partners
Florida
$1.98M +$69.2K +1,883 +4%
AI
215
Atria Investments
North Carolina
$1.97M +$55.1K +1,498 +3%
CFO
216
CVA Family Office
Colorado
$1.96M -$331K -9,010 -14%
Osaic Holdings
217
Osaic Holdings
Arizona
$1.94M -$1.65M -44,924 -46%
FC
218
Family CFO
California
$1.92M +$221K +6,025 +13%
LA
219
LexAurum Advisors
Kansas
$1.92M +$214K +5,825 +13%
ATI
220
ARK & TLK Investments
Oklahoma
$1.87M -$98.6K -2,684 -5%
FFA
221
Farther Finance Advisors
California
$1.85M +$1.39K +38 +0.1%
HWMT
222
Heritage Wealth Management (Texas)
Texas
$1.83M -$164K -4,471 -8%
LWM
223
Lodestone Wealth Management
Washington
$1.82M +$79.3K +2,158 +5%
VCM
224
Versant Capital Management
Arizona
$1.78M -$108K -2,952 -6%
KPWS
225
Kestra Private Wealth Services
Texas
$1.78M -$270K -7,341 -13%
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