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Dimensional International Value ETF
DFIV

Overview Fund Activity

501 hedge funds and large institutions have $6.16B invested in Dimensional International Value ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 234 increasing their positions, 136 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+17
Holders Change %
+3.51%
% of All Funds
7.29%
Holding in Top 10
77
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.67%
% of All Funds
1.12%
New
49
Increased
234
Reduced
136
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$142M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$527M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$553M
4
FG
Foster Group
Iowa
$128M
5
Creative Planning
Creative Planning
Kansas
$130M

Top Sellers

1
RVPG
Relative Value Partners Group
$0
2
EF
Empowered Funds
Pennsylvania
$0
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
FCAS
First Command Advisory Services
Texas
$12.5M
5
NEWAS
N.E.W. Advisory Services
Wisconsin
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
201
Private Ocean
California
$2.79M -$93.1K -2,590 -3%
AA
202
Axiom Advisory
California
$2.74M +$2.74M +74,281 New
AA
203
Addison Advisors
Vermont
$2.72M +$388K +10,809 +17%
FEG
204
Fund Evaluation Group
Ohio
$2.68M +$43.9K +1,221 +2%
MWM
205
Mattern Wealth Management
Kansas
$2.67M +$1.33M +37,069 +100%
AP
206
Adero Partners
California
$2.62M -$10.4K -288 -0.4%
Financial Engines Advisors
207
Financial Engines Advisors
California
$2.62M +$2.62M +72,889 New
BCG
208
Breakwater Capital Group
New Jersey
$2.62M +$576K +16,039 +28%
SWP
209
Stratos Wealth Partners
Ohio
$2.59M +$22.9K +638 +0.9%
RFC
210
Regions Financial Corp
Alabama
$2.56M -$4.85K -135 -0.2%
AFGAS
211
Allegiance Financial Group Advisory Services
Virginia
$2.45M +$67.2K +1,869 +3%
SA
212
Sanctuary Advisors
Indiana
$2.4M +$2.4M +65,582 New
RSWM
213
Robertson Stephens Wealth Management
California
$2.38M -$112K -3,129 -5%
SWM
214
Sterling Wealth Management
Illinois
$2.37M +$404K +11,248 +21%
M&T Bank
215
M&T Bank
New York
$2.31M -$383K -10,644 -14%
FIM
216
Freedom Investment Management
Connecticut
$2.29M +$36.4K +1,014 +2%
Osaic Holdings
217
Osaic Holdings
Arizona
$2.24M +$339K +9,443 +18%
FSWA
218
Financial Synergies Wealth Advisors
Texas
$2.14M +$39.1K +1,089 +2%
ST
219
Sentinel Trust
Texas
$2.09M – – –
SC
220
Schubert & Co
Texas
$2.07M – – –
AI
221
Atria Investments
North Carolina
$2M +$67.4K +1,876 +3%
VP
222
Verum Partners
North Carolina
$1.99M -$63.7K -1,772 -3%
FLI
223
Family Legacy Inc
South Carolina
$1.99M +$32.7K +911 +2%
LA
224
LexAurum Advisors
Kansas
$1.99M +$115K +3,201 +6%
JC
225
Jentner Corp
Ohio
$1.96M +$3.81K +106 +0.2%
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9
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