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Dimensional International Value ETF

481 hedge funds and large institutions have $5.22B invested in Dimensional International Value ETF in 2023 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 208 increasing their positions, 132 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 21

58% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 132

15% more funds holding

Funds holding: 417481 (+64)

9% more capital invested

Capital invested by funds: $4.79B → $5.22B (+$429M)

1% more funds holding in top 10

Funds holding in top 10: 7475 (+1)

0.93% less ownership

Funds ownership: 82.38%81.46% (-0.93%)

Holders
481
Holders Change
+64
Holders Change %
+15.35%
% of All Funds
7.01%
Holding in Top 10
75
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.35%
% of All Funds
1.09%
New
89
Increased
208
Reduced
132
Closed
21
Calls
$14K
Puts
Net Calls
+$14K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
BSW
1
Buckingham Strategic Wealth
Missouri
$379M -$16.1M -492,813 -4%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$359M +$36.9M +1,130,524 +12%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$341M +$34.7M +1,062,925 +12%
Northern Trust
4
Northern Trust
Illinois
$223M +$221K +6,778 +0.1%
SC
5
Savant Capital
Illinois
$208M +$15.4M +473,177 +8%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$163M +$155M +4,739,235 +57,662%
Jane Street
7
Jane Street
New York
$139M -$140M -4,283,195 -51%
IFA
8
Index Fund Advisors
California
$127M +$522K +15,998 +0.4%
MWM
9
Modera Wealth Management
New Jersey
$92.5M +$73.8K +2,261 +0.1%
Creative Planning
10
Creative Planning
Kansas
$91.4M -$1.54M -47,338 -2%
PL
11
Plancorp LLC
Missouri
$90.1M +$669K +20,502 +0.8%
RCG
12
Resource Consulting Group
Florida
$79.5M +$1.67M +51,041 +2%
Corient Private Wealth
13
Corient Private Wealth
Florida
$75.7M +$1.65M +50,542 +2%
FPAS
14
Focus Partners Advisor Solutions
Missouri
$75M -$47.2M -1,446,322 -40%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$71.4M -$1.72M -52,581 -2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$70.9M +$6.85M +209,773 +11%
Cerity Partners
17
Cerity Partners
New York
$66.1M +$1.4M +42,796 +2%
FG
18
Foster Group
Iowa
$62.7M
TH
19
Team Hewins
California
$60.4M +$1.26M +38,639 +2%
EWM
20
Empirical Wealth Management
Washington
$59.7M +$547K +16,755 +1%
CL
21
Choreo LLC
Illinois
$56.3M +$58.8K +1,801 +0.1%
EWA
22
EP Wealth Advisors
California
$51.4M +$3.92M +120,225 +9%
JTWM
23
Jackson Thornton Wealth Management
Alabama
$50.7M -$4.39M -134,645 -8%
DFS
24
Dixon Fnancial Services
California
$48.7M -$249K -7,626 -0.5%
PWS
25
Paragon Wealth Strategies
Florida
$43M +$40.9M +1,252,443 New

DFIV Hedge Fund Activity: Q4 2023 in Review

481 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q4 2023, worth a combined $5.22B — up 9% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new DFIV positions and 21 closed out — a net gain of 68 holders — while 208 added to existing stakes and 132 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $155M. The largest seller was Jane Street, cutting an estimated $140M.

  • 481 institutional investors held Dimensional International Value ETF (DFIV) as of Q4 2023, up from 417 in Q3 2023.
  • Funds reported $5.22B of Dimensional International Value ETF stock for Q4 2023, up 9% quarter-over-quarter.
  • 89 funds opened new Dimensional International Value ETF positions in Q4 2023 and 21 closed out, a net change of +68 holders.
  • The largest Dimensional International Value ETF buyer in Q4 2023 was PNC Financial Services Group, an estimated $155M added.
  • The largest Dimensional International Value ETF seller in Q4 2023 was Jane Street, an estimated $140M sold.

Based on aggregated 13F filings for Q4 2023.