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Dimensional International Value ETF

405 hedge funds and large institutions have $4.49B invested in Dimensional International Value ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 184 increasing their positions, 123 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

50% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 123

24% more capital invested

Capital invested by funds: $3.63B → $4.49B (+$867M)

6.3% more ownership

Funds ownership: 73.63%79.93% (+6.3%)

4% more funds holding

Funds holding: 389405 (+16)

9% less funds holding in top 10

Funds holding in top 10: 7064 (-6)

Holders
405
Holders Change
+16
Holders Change %
+4.11%
% of All Funds
6.36%
Holding in Top 10
64
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.57%
% of All Funds
1%
New
37
Increased
184
Reduced
123
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
251
Collective Family Office
Pennsylvania
$683K -$260K -7,906 -28%
Betterment LLC
252
Betterment LLC
New York
$667K +$192K +5,840 +40%
ZF
253
Zhang Financial
Michigan
$660K +$11.8K +360 +2%
TFG
254
Tilson Financial Group
New Jersey
$658K +$67.9K +2,067 +12%
RPCA
255
Running Point Capital Advisors
California
$645K +$11.4K +346 +2%
ADL
256
Asset Dedication LLC
California
$624K -$1.31K -40 -0.2%
NHC
257
Nicholas Hoffman & Company
Georgia
$619K
KeyBank National Association
258
KeyBank National Association
Ohio
$618K
FOA
259
Five Oceans Advisors
California
$615K -$240K -7,303 -28%
JSL
260
JT Stratford LLC
Georgia
$589K +$167K +5,099 +40%
PP
261
PrairieView Partners
Minnesota
$588K -$2.56K -78 -0.4%
UA
262
Unison Advisors
District of Columbia
$582K +$9.2K +280 +2%
TC
263
TownSquare Capital
Utah
$578K -$200K -6,099 -26%
GLA
264
Good Life Advisors
Pennsylvania
$572K +$572K +17,412 New
CIAS
265
Capital Investment Advisory Services
North Carolina
$563K -$2.13K -65 -0.4%
AFS
266
Annapolis Financial Services
Maryland
$550K
DADC
267
D.A. Davidson & Co
Montana
$549K +$140K +4,258 +34%
SFG
268
Sovereign Financial Group
Connecticut
$544K +$19.6K +598 +4%
MA
269
Montag & Associates
Georgia
$532K +$9.06K +276 +2%
T
270
TCWP
Ohio
$527K
BJL
271
Brighton Jones LLC
Washington
$525K +$133K +4,053 +34%
IF
272
Ironwood Financial
Arizona
$523K
AA
273
Alesco Advisors
New York
$521K
DWT
274
Dorsey & Whitney Trust
South Dakota
$519K +$3.84K +117 +0.7%
HWM
275
Hemington Wealth Management
Virginia
$517K -$80.8K -2,459 -14%

DFIV Hedge Fund Activity: Q2 2023 in Review

405 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q2 2023, worth a combined $4.49B — up 24% from $3.63B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new DFIV positions and 17 closed out — a net gain of 20 holders — while 184 added to existing stakes and 123 trimmed.

The largest buyer was Jane Street, adding an estimated $269M. The largest seller was COWA LLC, cutting an estimated $35.2M.

  • 405 institutional investors held Dimensional International Value ETF (DFIV) as of Q2 2023, up from 389 in Q1 2023.
  • Funds reported $4.49B of Dimensional International Value ETF stock for Q2 2023, up 24% quarter-over-quarter.
  • 37 funds opened new Dimensional International Value ETF positions in Q2 2023 and 17 closed out, a net change of +20 holders.
  • The largest Dimensional International Value ETF buyer in Q2 2023 was Jane Street, an estimated $269M added.
  • The largest Dimensional International Value ETF seller in Q2 2023 was COWA LLC, an estimated $35.2M sold.

Based on aggregated 13F filings for Q2 2023.