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Dimensional International Value ETF

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: 7489 (+15)

14% more funds holding

Funds holding: 531604 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$726M +$55.5M +1,514,650 +8%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$631M -$58.6M -1,598,323 -8%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$412M +$12.9M +351,384 +3%
SC
4
Savant Capital
Illinois
$294M +$19.6M +534,106 +7%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$249M +$16.8M +457,487 +7%
Northern Trust
6
Northern Trust
Illinois
$238M -$1.13M -30,797 -0.5%
Macquarie Group
7
Macquarie Group
Australia
$201M +$207M +5,652,108 New
FPAS
8
Focus Partners Advisor Solutions
Missouri
$191M +$44.4M +1,209,645 +29%
IFA
9
Index Fund Advisors
California
$128M -$792K -21,609 -0.6%
Creative Planning
10
Creative Planning
Kansas
$126M -$555K -15,140 -0.4%
FG
11
Foster Group
Iowa
$125M -$555K -15,146 -0.4%
HighTower Advisors
12
HighTower Advisors
Illinois
$120M +$5.94M +161,855 +5%
Corient Private Wealth
13
Corient Private Wealth
Florida
$107M +$12.9M +350,882 +13%
Raymond James Financial
14
Raymond James Financial
Florida
$99.1M +$102M +2,792,405 New
PL
15
Plancorp LLC
Missouri
$96.6M +$2.79M +76,161 +3%
EWA
16
EP Wealth Advisors
California
$94.6M +$20.7M +564,915 +27%
MWM
17
Modera Wealth Management
New Jersey
$91.9M -$1.17M -32,017 -1%
Cerity Partners
18
Cerity Partners
New York
$91M +$3.28M +89,408 +4%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$70.4M +$2.75M +75,116 +4%
CL
20
Choreo LLC
Illinois
$65.3M +$2.89M +78,883 +4%
EWM
21
Empirical Wealth Management
Washington
$65.3M +$2.93M +79,768 +5%
TH
22
Team Hewins
California
$65.1M +$826K +22,513 +1%
JTWM
23
Jackson Thornton Wealth Management
Alabama
$61.3M +$1.28M +34,934 +2%
LPL Financial
24
LPL Financial
California
$58.5M +$4.03M +109,830 +7%
CWS
25
Confluence Wealth Services
Pennsylvania
$53.4M +$7.12M +194,153 +16%

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.