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Dimensional International Value ETF
DFIV

Overview Fund Activity

528 hedge funds and large institutions have $6.88B invested in Dimensional International Value ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 242 increasing their positions, 147 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
528
Holders Change
+27
Holders Change %
+5.39%
% of All Funds
7.64%
Holding in Top 10
74
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.9%
% of All Funds
1.07%
New
47
Increased
242
Reduced
147
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$429M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$721M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$734M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$47.7M
5
KIM
Kestra Investment Management
Texas
$40.5M

Top Sellers

1
Jane Street
Jane Street
New York
$16.6M
2
FWP
Falcon Wealth Planning
California
$43.2M
3
MHS
M Holdings Securities
Oregon
$0
4
I
INVST
Indiana
$0
5
WAM
WNY Asset Management
New York
$298K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
201
Bedel Financial Consulting
Indiana
$3.04M +$419 +11 +0%
CAM
202
Cresset Asset Management
Illinois
$3M +$3.2K +84 +0.1%
RLIM
203
Red Lighthouse Investment Management
New York
$2.99M +$15.3K +402 +0.5%
SFM
204
Signet Financial Management
New Jersey
$2.93M -$97K -2,546 -3%
FEG
205
Fund Evaluation Group
Ohio
$2.91M +$67K +1,760 +2%
O3W
206
Omni 360 Wealth
New Jersey
$2.9M -$408K -10,703 -12%
TIAM2
207
Tru Independence Asset Management 2
Oregon
$2.87M +$2.87M +75,264 New
AA
208
Axiom Advisory
California
$2.84M +$95.2K +2,575 +3%
AP
209
Adero Partners
California
$2.75M -$26.5K -695 -1%
RA
210
RFG Advisory
Alabama
$2.74M -$424K -11,123 -13%
Financial Engines Advisors
211
Financial Engines Advisors
California
$2.74M -$38.3K -1,007 -1%
SWP
212
Stratos Wealth Partners
Ohio
$2.73M -$17.4K -456 -0.6%
DWA
213
Delap Wealth Advisory
Oregon
$2.72M -$2.89M -75,968 -52%
RFC
214
Regions Financial Corp
Alabama
$2.72M – – –
KPWS
215
Kestra Private Wealth Services
Texas
$2.71M +$738K +19,376 +37%
SA
216
Sanctuary Advisors
Indiana
$2.69M +$299K +8,189 +12%
AFGAS
217
Allegiance Financial Group Advisory Services
Virginia
$2.62M +$22.3K +585 +0.9%
Osaic Holdings
218
Osaic Holdings
Arizona
$2.46M +$86.7K +2,276 +4%
RSWM
219
Robertson Stephens Wealth Management
California
$2.45M -$72.4K -1,902 -3%
M&T Bank
220
M&T Bank
New York
$2.33M -$123K -3,226 -5%
FIM
221
Freedom Investment Management
Connecticut
$2.32M -$111K -2,909 -5%
SC
222
Schubert & Co
Texas
$2.32M +$172K +4,521 +8%
Morgan Stanley
223
Morgan Stanley
New York
$2.28M +$369K +9,701 +19%
FSWA
224
Financial Synergies Wealth Advisors
Texas
$2.22M -$47.6K -1,249 -2%
ST
225
Sentinel Trust
Texas
$2.21M – – –
7 8
9
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