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Dimensional International Value ETF
DFIV

Overview Fund Activity

389 hedge funds and large institutions have $3.63B invested in Dimensional International Value ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 179 increasing their positions, 104 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+19
Holders Change %
+5.14%
% of All Funds
6.23%
Holding in Top 10
70
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.06%
% of All Funds
1.12%
New
45
Increased
179
Reduced
104
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$60.5M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$175M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$187M
4
Jane Street
Jane Street
New York
$37.1M
5
Northern Trust
Northern Trust
Illinois
$212M

Top Sellers

1
EWA
EP Wealth Advisors
California
$228K
2
Creative Planning
Creative Planning
Kansas
$89.6M
3
TWP
TFO Wealth Partners
Ohio
$1.65M
4
PFO
Pathstone Family Office
New Jersey
$10.7M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$33M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTWM
226
Baker Tilly Wealth Management
Wisconsin
$806K -$22.9K -712 -3%
FWP
227
Falcon Wealth Planning
California
$785K -$4.93K -153 -0.6%
MW
228
Marcum Wealth
Ohio
$774K +$2.68K +83 +0.3%
Bank of New York Mellon
229
Bank of New York Mellon
New York
$764K +$187K +5,816 +33%
TC
230
TownSquare Capital
Utah
$764K +$25.8K +799 +3%
RCAG
231
Rehmann Capital Advisory Group
Michigan
$733K -$44.1K -1,368 -6%
PP
232
Prosperity Planning
Missouri
$712K +$84.6K +2,626 +13%
LFA
233
Level Financial Advisors
New York
$687K -$47K -1,458 -6%
ASI
234
Advisory Services & Investments
Oregon
$676K +$33.8K +1,049 +5%
ZF
235
Zhang Financial
Michigan
$636K +$2.93K +91 +0.5%
RPCA
236
Running Point Capital Advisors
California
$622K +$2.77K +86 +0.4%
Morgan Stanley
237
Morgan Stanley
New York
$621K -$73.9K -2,292 -11%
ADL
238
Asset Dedication LLC
California
$613K +$515 +16 +0.1%
PCA
239
Pallas Capital Advisors
Massachusetts
$608K +$608K +18,209 New
NHC
240
Nicholas Hoffman & Company
Georgia
$607K -$109K -3,376 -15%
KeyBank National Association
241
KeyBank National Association
Ohio
$606K – – –
HWM
242
Hemington Wealth Management
Virginia
$586K -$10.2K -316 -2%
PP
243
PrairieView Partners
Minnesota
$580K -$32.2K -1,000 -5%
TFG
244
Tilson Financial Group
New Jersey
$579K +$114K +3,546 +25%
BAM
245
Belpointe Asset Management
Nevada
$577K +$45K +1,397 +8%
UA
246
Unison Advisors
District of Columbia
$562K +$2.32K +72 +0.4%
CIAS
247
Capital Investment Advisory Services
North Carolina
$554K +$332K +10,300 +149%
LNC
248
Lincoln National Corp
Pennsylvania
$543K -$46.9K -1,456 -8%
Koshinski Asset Management
249
Koshinski Asset Management
Illinois
$543K +$7.7K +239 +1%
AFS
250
Annapolis Financial Services
Maryland
$539K – – –
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