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Dimensional International Value ETF

486 hedge funds and large institutions have $5.82B invested in Dimensional International Value ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 216 increasing their positions, 152 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

42% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 152

12% more capital invested

Capital invested by funds: $5.22B → $5.82B (+$602M)

1% more funds holding

Funds holding: 481486 (+5)

0.42% more ownership

Funds ownership: 81.46%81.87% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 7575 (0)

Holders
486
Holders Change
+5
Holders Change %
+1.04%
% of All Funds
7%
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.08%
New
36
Increased
216
Reduced
152
Closed
20
Calls
$15K
Puts
Net Calls
+$15K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
BPFA
201
Barnes Pettey Financial Advisors
Mississippi
$2.5M -$654K -18,872 -22%
SWM
202
Soundmark Wealth Management
Washington
$2.48M -$12.8K -370 -0.5%
AFGAS
203
Allegiance Financial Group Advisory Services
Virginia
$2.44M -$67K -1,933 -3%
AA
204
Addison Advisors
Vermont
$2.38M +$460K +13,270 +26%
FIM
205
Freedom Investment Management
Connecticut
$2.31M -$20.2K -584 -0.9%
TIM
206
Tortoise Investment Management
New York
$2.29M +$581K +16,754 +37%
FSWA
207
Financial Synergies Wealth Advisors
Texas
$2.15M +$286K +8,255 +16%
ST
208
Sentinel Trust
Texas
$2.14M -$312K -9,000 -13%
VP
209
Verum Partners
North Carolina
$2.1M -$91K -2,625 -4%
BCG
210
Breakwater Capital Group
New Jersey
$2.09M -$97.8K -2,821 -5%
SC
211
Schubert & Co
Texas
$2.07M +$230K +6,643 +13%
DPI
212
Diversified Portfolios Inc
Michigan
$2.03M -$22.6K -653 -1%
SWM
213
Sterling Wealth Management
Illinois
$2.01M +$234K +6,744 +14%
JC
214
Jentner Corp
Ohio
$2M +$624 +18 +0%
FLI
215
Family Legacy Inc
South Carolina
$2M +$16.3K +470 +0.9%
ACP
216
Aviance Capital Partners
Florida
$1.98M +$65.3K +1,883 +4%
AI
217
Atria Investments
North Carolina
$1.97M +$51.9K +1,498 +3%
CFO
218
CVA Family Office
Colorado
$1.96M -$312K -9,010 -14%
Osaic Holdings
219
Osaic Holdings
Arizona
$1.94M -$1.56M -44,924 -46%
FC
220
Family CFO
California
$1.92M +$209K +6,025 +13%
LA
221
LexAurum Advisors
Kansas
$1.92M +$202K +5,825 +13%
ATI
222
ARK & TLK Investments
Oklahoma
$1.87M -$93K -2,684 -5%
FFA
223
Farther Finance Advisors
California
$1.85M +$1.32K +38 +0.1%
HWMT
224
Heritage Wealth Management (Texas)
Texas
$1.83M -$155K -4,471 -8%
LWM
225
Lodestone Wealth Management
Washington
$1.82M +$74.8K +2,158 +5%