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Dimensional International Value ETF
DFIV

Overview Fund Activity

416 hedge funds and large institutions have $4.78B invested in Dimensional International Value ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 213 increasing their positions, 105 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+12
Holders Change %
+2.97%
% of All Funds
6.63%
Holding in Top 10
74
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.63%
% of All Funds
1.18%
New
32
Increased
213
Reduced
105
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
Strategic Investment Solutions
Illinois
$124M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$69.5M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$304M
4
EWA
EP Wealth Advisors
California
$44.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$289M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
$24M
2
Jane Street
Jane Street
New York
$272M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$359K
4
LWM
LJI Wealth Management
Indiana
$948K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$6.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
226
Certified Advisory Corp
Florida
$1.15M -$63.8K -1,956 -5%
AAS
227
Avantax Advisory Services
Texas
$1.13M +$9.13K +280 +0.8%
SPIA
228
Steward Partners Investment Advisory
New York
$1.1M +$68.5K +2,101 +7%
EIG
229
Ellenbecker Investment Group
Wisconsin
$1.08M -$5.38K -165 -0.5%
CTWM
230
Cherry Tree Wealth Management
Minnesota
$1.07M -$29.4K -901 -3%
JFG
231
JMG Financial Group
Illinois
$1.02M +$1.02M +31,329 New
CAL
232
Capital Analysts LLC
Pennsylvania
$1.02M +$1.02M +31,140 New
VFA
233
Valeo Financial Advisors
Indiana
$1M +$26.5K +811 +3%
LWM
234
LJI Wealth Management
Indiana
$948K -$25.1M -769,290 -96%
LFS
235
Lutz Financial Services
Nebraska
$940K -$750 -23 -0.1%
2L
236
25 LLC
Missouri
$897K +$3.62K +111 +0.4%
Morgan Stanley
237
Morgan Stanley
New York
$891K +$161K +4,938 +22%
MWM
238
Mattern Wealth Management
Kansas
$890K -$748K -22,918 -46%
JSL
239
JT Stratford LLC
Georgia
$863K +$278K +8,532 +48%
DI
240
DFPG Investments
Utah
$855K -$77.8K -2,465 -8%
MWA
241
Mills Wealth Advisors
Texas
$826K – – –
Baird Financial Group
242
Baird Financial Group
Wisconsin
$825K +$33.7K +1,034 +4%
MW
243
Marcum Wealth
Ohio
$800K +$5.38K +165 +0.7%
QFA
244
Quantum Financial Advisors
California
$797K +$594K +18,203 +293%
FWTB
245
First Western Trust Bank
Colorado
$789K -$198K -6,073 -20%
BTWM
246
Baker Tilly Wealth Management
Wisconsin
$751K -$60K -1,838 -7%
PP
247
Prosperity Planning
Missouri
$729K -$2.12K -65 -0.3%
SPI
248
Sutton Place Investors
New York
$719K -$387K -11,877 -35%
Bank of New York Mellon
249
Bank of New York Mellon
New York
$704K -$47.3K -1,449 -6%
RCAG
250
Rehmann Capital Advisory Group
Michigan
$699K -$105K -3,206 -13%
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