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Dimensional International Value ETF

486 hedge funds and large institutions have $5.82B invested in Dimensional International Value ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 216 increasing their positions, 152 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

42% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 152

12% more capital invested

Capital invested by funds: $5.22B → $5.82B (+$602M)

1% more funds holding

Funds holding: 481486 (+5)

0.42% more ownership

Funds ownership: 81.46%81.87% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 7575 (0)

Holders
486
Holders Change
+5
Holders Change %
+1.04%
% of All Funds
7%
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.08%
New
36
Increased
216
Reduced
152
Closed
20
Calls
$15K
Puts
Net Calls
+$15K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$545M +$152M +4,386,250 +42%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$471M +$101M +2,901,557 +29%
BSW
3
Buckingham Strategic Wealth
Missouri
$415M +$8.99M +259,293 +2%
Northern Trust
4
Northern Trust
Illinois
$240M +$1.04M +30,034 +0.5%
SC
5
Savant Capital
Illinois
$232M +$8.66M +249,861 +4%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$200M +$24M +693,210 +15%
FPAS
7
Focus Partners Advisor Solutions
Missouri
$150M +$65.7M +1,895,799 +87%
IFA
8
Index Fund Advisors
California
$134M -$1.71M -49,206 -1%
HighTower Advisors
9
HighTower Advisors
Illinois
$102M +$73.2M +2,112,694 +316%
MWM
10
Modera Wealth Management
New Jersey
$97.7M -$1.22M -35,272 -1%
PL
11
Plancorp LLC
Missouri
$96.2M -$118K -3,400 -0.1%
Creative Planning
12
Creative Planning
Kansas
$95.4M -$2.19M -63,270 -2%
Corient Private Wealth
13
Corient Private Wealth
Florida
$84.9M +$3.71M +106,976 +5%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$75M -$1.2M -34,722 -2%
Cerity Partners
15
Cerity Partners
New York
$71.9M +$1.12M +32,302 +2%
FG
16
Foster Group
Iowa
$70.6M -$1.63K -47 -0%
TH
17
Team Hewins
California
$66.4M +$1.68M +48,491 +3%
EWM
18
Empirical Wealth Management
Washington
$65.7M +$1.77M +50,987 +3%
CL
19
Choreo LLC
Illinois
$61.2M +$929K +26,808 +2%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$60.5M -$14.4M -414,893 -20%
EWA
21
EP Wealth Advisors
California
$57.6M +$2.49M +71,954 +5%
JTWM
22
Jackson Thornton Wealth Management
Alabama
$54.6M +$315K +9,099 +0.6%
Jane Street
23
Jane Street
New York
$53.8M -$89.4M -2,580,395 -64%
DFS
24
Dixon Fnancial Services
California
$51.9M -$111K -3,197 -0.2%
LPL Financial
25
LPL Financial
California
$44.7M +$2.23M +64,455 +6%