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Dimensional International Value ETF
DFIV

604 hedge funds and large institutions have $7.13B invested in Dimensional International Value ETF in 2024 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 266 increasing their positions, 139 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 28

91% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 139

20% more funds holding in top 10

Funds holding in top 10: 74 → 89 (+15)

14% more funds holding

Funds holding: 531 → 604 (+73)

3.17% more ownership

Funds ownership: 85.07% → 88.23% (+3.2%)

3% more capital invested

Capital invested by funds: $6.9B → $7.13B (+$230M)

Holders
604
Holders Change
+73
Holders Change %
+13.75%
% of All Funds
7.96%
Holding in Top 10
89
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+20.27%
% of All Funds
1.17%
New
107
Increased
266
Reduced
139
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
+$207M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.5M
3
FPAS
Focus Partners Advisor Solutions
Missouri
+$44.4M
4
EWA
EP Wealth Advisors
California
+$20.7M
5
SC
Savant Capital
Illinois
+$19.6M

Top Sellers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$58.6M
2
Jane Street
Jane Street
New York
-$16.6M
3
OMC
Old Mission Capital
Illinois
-$9.88M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$6.36M
5
FIS
Fischer Investment Strategies
California
-$4.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFG
201
Tilson Financial Group
New Jersey
$3.51M +$298K +8,122 +9%
BFA
202
Benningfield Financial Advisors
California
$3.51M +$3.62M +98,797 New
BHWA
203
Beacon Harbor Wealth Advisors
Virginia
$3.46M +$214K +5,846 +6%
MFT
204
Moisand Fitzgerald Tamayo
Florida
$3.45M -$2.71K -74 -0.1%
BPFA
205
Barnes Pettey Financial Advisors
Mississippi
$3.43M -$18.7K -511 -0.5%
IAG
206
Investmark Advisory Group
Connecticut
$3.43M +$125K +3,417 +4%
AWM
207
Avior Wealth Management
Nebraska
$3.35M +$158K +4,313 +5%
PAG
208
Poinciana Advisors Group
Florida
$3.3M +$3.41M +92,980 New
AA
209
Advisory Alpha
Michigan
$3.25M +$218K +5,956 +7%
GCM
210
Graver Capital Management
Ohio
$3.2M +$3.31M +90,248 New
AA
211
Addison Advisors
Vermont
$3.2M +$151K +4,119 +5%
KFG
212
Kelly Financial Group
Connecticut
$3.17M +$3.27M +89,282 New
BFC
213
Bedel Financial Consulting
Indiana
$3.12M +$121K +3,288 +4%
AC
214
AWM Capital
Arizona
$3.07M +$23.9K +651 +0.8%
SP
215
Symmetry Partners
Connecticut
$3.07M +$103K +2,815 +3%
AQR Capital Management
216
AQR Capital Management
Connecticut
$3.07M +$221K +6,016 +7%
PGFC
217
Peapack-Gladstone Financial Corp
New Jersey
$3.02M -$246K -6,708 -7%
TCM
218
TruNorth Capital Management
Michigan
$3.02M -$70.4K -1,921 -2%
FWM
219
FMB Wealth Management
California
$2.96M -$9.46K -258 -0.3%
KPWS
220
Kestra Private Wealth Services
Texas
$2.84M +$319K +8,694 +12%
SA
221
Sanctuary Advisors
Indiana
$2.83M +$61.4K +1,673 +2%
MWM
222
Mattern Wealth Management
Kansas
$2.82M -$68.4K -1,865 -2%
SFM
223
Signet Financial Management
New Jersey
$2.79M +$65.2K +1,779 +2%
CFO
224
CVA Family Office
Colorado
$2.78M +$1.19M +32,500 +71%
RLIM
225
Red Lighthouse Investment Management
New York
$2.77M -$18.7K -509 -0.6%
7 8
9
10 11

DFIV Hedge Fund Activity: Q4 2024 in Review

604 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q4 2024, worth a combined $7.13B — up 3.3% from $6.9B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new DFIV positions and 28 closed out — a net gain of 79 holders — while 266 added to existing stakes and 139 trimmed.

The largest buyer was Macquarie Group, opening a new position worth an estimated $207M. The largest seller was Mercer Global Advisors, cutting an estimated $58.6M.

  • 604 institutional investors held Dimensional International Value ETF (DFIV) as of Q4 2024, up from 531 in Q3 2024.
  • Funds reported $7.13B of Dimensional International Value ETF stock for Q4 2024, up 3.3% quarter-over-quarter.
  • 107 funds opened new Dimensional International Value ETF positions in Q4 2024 and 28 closed out, a net change of +79 holders.
  • The largest Dimensional International Value ETF buyer in Q4 2024 was Macquarie Group, an estimated $207M added.
  • The largest Dimensional International Value ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $58.6M sold.

Based on aggregated 13F filings for Q4 2024.