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Dimensional International Value ETF
DFIV

531 hedge funds and large institutions have $6.9B invested in Dimensional International Value ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 245 increasing their positions, 147 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

67% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 147

12% more capital invested

Capital invested by funds: $6.17B → $6.9B (+$729M)

5% more funds holding

Funds holding: 504 → 531 (+27)

1.08% more ownership

Funds ownership: 83.98% → 85.07% (+1.1%)

4% less funds holding in top 10

Funds holding in top 10: 77 → 74 (-3)

Holders
531
Holders Change
+27
Holders Change %
+5.36%
% of All Funds
7.62%
Holding in Top 10
74
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.9%
% of All Funds
1.06%
New
47
Increased
245
Reduced
147
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$416M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$159M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$99.2M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$46.5M
5
KIM
Kestra Investment Management
Texas
+$39.4M

Top Sellers

1
Jane Street
Jane Street
New York
-$130M
2
FWP
Falcon Wealth Planning
California
-$25.1M
3
MHS
M Holdings Securities
Oregon
-$24.2M
4
I
INVST
Indiana
-$20.2M
5
WAM
WNY Asset Management
New York
-$6.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$734M +$99.2M +2,681,244 +16%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$721M +$159M +4,288,210 +29%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$429M +$416M +11,252,710 New
SC
4
Savant Capital
Illinois
$295M +$17.8M +481,516 +7%
Northern Trust
5
Northern Trust
Illinois
$257M +$1.55M +41,777 +0.6%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$250M +$16.5M +444,755 +7%
FPAS
7
Focus Partners Advisor Solutions
Missouri
$159M -$1.84M -49,783 -1%
IFA
8
Index Fund Advisors
California
$139M -$1.05M -28,405 -0.8%
Creative Planning
9
Creative Planning
Kansas
$136M -$1.98M -53,561 -1%
FG
10
Foster Group
Iowa
$135M -$581K -15,718 -0.4%
HighTower Advisors
11
HighTower Advisors
Illinois
$123M +$15.1M +408,378 +14%
Corient Private Wealth
12
Corient Private Wealth
Florida
$101M +$9.32M +252,067 +10%
PL
13
Plancorp LLC
Missouri
$101M +$76.1K +2,057 +0.1%
MWM
14
Modera Wealth Management
New Jersey
$99.9M -$106K -2,861 -0.1%
Cerity Partners
15
Cerity Partners
New York
$94.2M +$7.22M +195,233 +9%
EWA
16
EP Wealth Advisors
California
$80M +$13.5M +364,359 +21%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$72.7M -$5.29M -142,939 -7%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$71M +$5.06M +136,735 +8%
TH
19
Team Hewins
California
$69M +$421K +11,370 +0.6%
EWM
20
Empirical Wealth Management
Washington
$67M -$593K -16,037 -0.9%
CL
21
Choreo LLC
Illinois
$66.7M +$1.22M +32,860 +2%
JTWM
22
Jackson Thornton Wealth Management
Alabama
$64.5M +$3.06M +82,767 +5%
LPL Financial
23
LPL Financial
California
$58.6M -$491K -13,270 -0.9%
DFS
24
Dixon Fnancial Services
California
$53.2M -$362K -9,799 -0.7%
TWA
25
TCI Wealth Advisors
Arizona
$50M +$2.46M +66,601 +5%
1
2 3 4 5

DFIV Hedge Fund Activity: Q3 2024 in Review

531 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q3 2024, worth a combined $6.9B — up 12% from $6.17B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new DFIV positions and 16 closed out — a net gain of 31 holders — while 245 added to existing stakes and 147 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $416M. The largest seller was Jane Street, cutting an estimated $130M.

  • 531 institutional investors held Dimensional International Value ETF (DFIV) as of Q3 2024, up from 504 in Q2 2024.
  • Funds reported $6.9B of Dimensional International Value ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 47 funds opened new Dimensional International Value ETF positions in Q3 2024 and 16 closed out, a net change of +31 holders.
  • The largest Dimensional International Value ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $416M added.
  • The largest Dimensional International Value ETF seller in Q3 2024 was Jane Street, an estimated $130M sold.

Based on aggregated 13F filings for Q3 2024.