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Dimensional International Value ETF
DFIV

Overview Fund Activity

678 hedge funds and large institutions have $10.6B invested in Dimensional International Value ETF in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 297 increasing their positions, 193 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
+45
Holders Change %
+7.11%
% of All Funds
9.09%
Holding in Top 10
96
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.13%
% of All Funds
1.29%
New
75
Increased
297
Reduced
193
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$995M
2
KIM
Kestra Investment Management
Texas
+$111M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$47.3M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$42.3M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$35.1M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$33M
2
Jane Street
Jane Street
New York
-$30.3M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$24.1M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$8.54M
5
Osaic Holdings
Osaic Holdings
Arizona
-$5.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
201
Betterment LLC
New York
$4.64M +$187K +4,363 +4%
CFGF
202
Compass Financial Group (Florida)
Florida
$4.58M -$27.8K -649 -0.6%
BCM
203
Brookstone Capital Management
Illinois
$4.51M +$883K +20,626 +24%
WANY
204
Wealthspire Advisors (New York)
New York
$4.5M +$47.6K +1,111 +1%
SWM
205
Sterling Wealth Management
Illinois
$4.46M +$4.46M +104,199 New
BOC
206
Blue Oak Capital
California
$4.45M -$775K -18,084 -15%
O3W
207
Omni 360 Wealth
New Jersey
$4.45M -$82K -1,915 -2%
BPFA
208
Barnes Pettey Financial Advisors
Mississippi
$4.34M -$11K -257 -0.3%
Envestnet Portfolio Solutions
209
Envestnet Portfolio Solutions
Illinois
$4.33M -$104K -2,431 -2%
ACM
210
Armbruster Capital Management
New York
$4.31M +$134K +3,125 +3%
GCM
211
Graver Capital Management
Ohio
$4.29M +$269K +6,292 +7%
PWIA
212
Porter White Investment Advisors
Alabama
$4.26M -$476K -11,110 -10%
TFG
213
Tilson Financial Group
New Jersey
$4.23M -$177K -4,124 -4%
AWM
214
Avior Wealth Management
Nebraska
$4.22M +$153K +3,570 +4%
DSCM
215
Del-Sette Capital Management
New York
$4.19M -$708K -16,523 -14%
SWM
216
Sculati Wealth Management
Michigan
$4.16M +$3.78M +88,174 +973%
SWM
217
Spire Wealth Management
Virginia
$4.15M +$2.18K +51 +0.1%
BFA
218
Benningfield Financial Advisors
California
$4.13M -$92.8K -2,166 -2%
KFG
219
Kelly Financial Group
Connecticut
$4.13M +$319K +7,451 +8%
EW
220
Evoke Wealth
California
$4.09M +$285K +6,652 +7%
MFT
221
Moisand Fitzgerald Tamayo
Florida
$4.04M -$120K -2,798 -3%
AA
222
Advisory Alpha
Michigan
$4.01M +$211K +4,922 +6%
VP
223
Verum Partners
North Carolina
$3.98M +$1.71M +39,888 +75%
KPWS
224
Kestra Private Wealth Services
Texas
$3.97M +$189K +4,402 +5%
BH
225
Burk Holdings
Oklahoma
$3.97M +$64.4K +1,504 +2%
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