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Dimensional International Value ETF

504 hedge funds and large institutions have $6.17B invested in Dimensional International Value ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 236 increasing their positions, 136 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 27

74% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 136

6% more capital invested

Capital invested by funds: $5.82B → $6.17B (+$347M)

4% more funds holding

Funds holding: 486504 (+18)

3% more funds holding in top 10

Funds holding in top 10: 7577 (+2)

2.11% more ownership

Funds ownership: 81.87%83.98% (+2.1%)

Holders
504
Holders Change
+18
Holders Change %
+3.7%
% of All Funds
7.28%
Holding in Top 10
77
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.67%
% of All Funds
1.11%
New
50
Increased
236
Reduced
136
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
201
Cresset Asset Management
Illinois
$2.83M -$7.18K -195 -0.2%
RLIM
202
Red Lighthouse Investment Management
New York
$2.81M -$96.3K -2,616 -3%
PO
203
Private Ocean
California
$2.79M -$95.4K -2,590 -3%
AA
204
Axiom Advisory
California
$2.74M +$2.74M +74,281 New
AA
205
Addison Advisors
Vermont
$2.72M +$398K +10,809 +17%
FEG
206
Fund Evaluation Group
Ohio
$2.68M +$45K +1,221 +2%
MWM
207
Mattern Wealth Management
Kansas
$2.67M +$1.37M +37,069 +100%
AP
208
Adero Partners
California
$2.62M -$10.6K -288 -0.4%
Financial Engines Advisors
209
Financial Engines Advisors
California
$2.62M +$2.68M +72,889 New
BCG
210
Breakwater Capital Group
New Jersey
$2.62M +$591K +16,039 +28%
SWP
211
Stratos Wealth Partners
Ohio
$2.59M +$23.5K +638 +0.9%
RFC
212
Regions Financial Corp
Alabama
$2.56M -$4.97K -135 -0.2%
AFGAS
213
Allegiance Financial Group Advisory Services
Virginia
$2.45M +$68.8K +1,869 +3%
SA
214
Sanctuary Advisors
Indiana
$2.4M +$2.42M +65,582 New
RSWM
215
Robertson Stephens Wealth Management
California
$2.38M -$115K -3,129 -5%
SWM
216
Sterling Wealth Management
Illinois
$2.37M +$414K +11,248 +21%
M&T Bank
217
M&T Bank
New York
$2.31M -$392K -10,644 -14%
FIM
218
Freedom Investment Management
Connecticut
$2.29M +$37.3K +1,014 +2%
Osaic Holdings
219
Osaic Holdings
Arizona
$2.24M +$348K +9,443 +18%
FSWA
220
Financial Synergies Wealth Advisors
Texas
$2.14M +$40.1K +1,089 +2%
ST
221
Sentinel Trust
Texas
$2.09M
SC
222
Schubert & Co
Texas
$2.07M
AI
223
Atria Investments
North Carolina
$2M +$69.1K +1,876 +3%
VP
224
Verum Partners
North Carolina
$1.99M -$65.3K -1,772 -3%
FLI
225
Family Legacy Inc
South Carolina
$1.99M +$33.5K +911 +2%

DFIV Hedge Fund Activity: Q2 2024 in Review

504 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q2 2024, worth a combined $6.17B — up 6% from $5.82B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new DFIV positions and 27 closed out — a net gain of 23 holders — while 236 added to existing stakes and 136 trimmed.

The largest buyer was Jane Street, adding an estimated $91.7M. The largest seller was Relative Value Partners Group, exiting entirely with an estimated $34.5M sold.

  • 504 institutional investors held Dimensional International Value ETF (DFIV) as of Q2 2024, up from 486 in Q1 2024.
  • Funds reported $6.17B of Dimensional International Value ETF stock for Q2 2024, up 6% quarter-over-quarter.
  • 50 funds opened new Dimensional International Value ETF positions in Q2 2024 and 27 closed out, a net change of +23 holders.
  • The largest Dimensional International Value ETF buyer in Q2 2024 was Jane Street, an estimated $91.7M added.
  • The largest Dimensional International Value ETF seller in Q2 2024 was Relative Value Partners Group, an estimated $34.5M sold.

Based on aggregated 13F filings for Q2 2024.