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Dimensional International Value ETF
DFIV

Overview Fund Activity

370 hedge funds and large institutions have $3.32B invested in Dimensional International Value ETF in 2022 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 149 increasing their positions, 92 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+62
Holders Change %
+20.13%
% of All Funds
5.97%
Holding in Top 10
66
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+43.48%
% of All Funds
1.06%
New
87
Increased
149
Reduced
92
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$105M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$39.5M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$129M
4
Bank of America
4
Bank of America
North Carolina
$26M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$142M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$58.5M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$89.5M
3
CIAS
3
CFS Investment Advisory Services
New Jersey
$11.5M
4
Jane Street
4
Jane Street
New York
$570K
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAG
251
Safeguard Investment Advisory Group
California
$498K -$17.9K -589 -3%
RA
252
RFG Advisory
Alabama
$494K -$4.68M -142,519 -90%
DAS
253
Dynamic Advisor Solutions
Arizona
$491K – – –
T
254
TCWP
Ohio
$488K -$45.3K -1,490 -8%
IF
255
Ironwood Financial
Arizona
$484K – – –
MA
256
Montag & Associates
Georgia
$482K +$4.35K +143 +0.9%
IA
257
IFG Advisors
Missouri
$478K -$43.2K -1,420 -8%
LA
258
LexAurum Advisors
Kansas
$445K +$113K +3,730 +34%
HSG
259
Helen Stephens Group
Texas
$444K +$3.34K +110 +0.8%
TFG
260
Tilson Financial Group
New Jersey
$439K +$439K +14,427 New
SHWM
261
Silicon Hills Wealth Management
Texas
$439K – – –
W
262
WealthOne
New York
$439K +$821 +27 +0.2%
BFPW
263
BOK Financial Private Wealth
Colorado
$434K -$1.03M -34,010 -70%
BCM
264
Blume Capital Management
California
$430K +$91.2K +3,000 +27%
US Bancorp
265
US Bancorp
Minnesota
$429K +$363K +11,952 +556%
AFG
266
Altiora Financial Group
Ohio
$424K +$424K +13,958 New
HFS
267
Heritage Financial Services
Massachusetts
$421K +$421K +13,842 New
TFO
268
Tarbox Family Office
California
$393K – – –
JSL
269
JT Stratford LLC
Georgia
$389K +$27.5K +906 +8%
SPP
270
Single Point Partners
Massachusetts
$387K +$387K +12,720 New
BP
271
Ballentine Partners
Massachusetts
$386K – – –
WW
272
Waterfront Wealth
Kansas
$377K – – –
SFG
273
Sovereign Financial Group
Connecticut
$376K +$139K +4,561 +58%
DWT
274
Dorsey & Whitney Trust
South Dakota
$374K -$206K -6,782 -36%
IWC
275
Integrated Wealth Concepts
Massachusetts
$365K +$1.67K +55 +0.5%
9 10
11
12 13