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Dimensional International Value ETF
DFIV

Overview Fund Activity

302 hedge funds and large institutions have $2.5B invested in Dimensional International Value ETF in 2022 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 121 increasing their positions, 70 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+38
Holders Change %
+14.39%
% of All Funds
5.11%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
0.81%
New
68
Increased
121
Reduced
70
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFO
Pathstone Family Office
New Jersey
+$23.4M
2
Northern Trust
Northern Trust
Illinois
+$21.5M
3
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$20M
4
TLFA
True Link Financial Advisors
California
+$18.8M
5
MSWMA
Market Street Wealth Management Advisors
Indiana
+$16.4M

Top Sellers

1
WA
Wealth Architects
California
-$19.6M
2
EVM
Eaton Vance Management
Massachusetts
-$13.1M
3
HighTower Advisors
HighTower Advisors
Illinois
-$10.4M
4
RVPG
Relative Value Partners Group
-$8.55M
5
JTWM
Jackson Thornton Wealth Management
Alabama
-$7.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
301
ACG Wealth
Georgia
$1K +$1K +43 New
AR
302
Apeiron RIA
Texas
$668 +$668 +231,095 New
EVM
303
Eaton Vance Management
Massachusetts
– -$13.1M -390,551 Closed
WF
304
WoodTrust Financial
Wisconsin
– -$4.4M -131,301 Closed
CWM
305
Congress Wealth Management
Massachusetts
– -$3.1M -92,584 Closed
BWM
306
BlackDiamond Wealth Management
New York
– -$1.81M -54,102 Closed
MG
307
Mather Group
Illinois
– -$1.29M -38,496 Closed
GAM
308
Gemmer Asset Management
California
– -$983K -29,387 Closed
PWA
309
Physician Wealth Advisors
Utah
– -$403K -12,332 Closed
PWM
310
Perigon Wealth Management
California
– -$382K -11,420 Closed
Brown Advisory
311
Brown Advisory
Maryland
– -$258K -7,695 Closed
SWP
312
Stratos Wealth Partners
Ohio
– -$233K -6,955 Closed
SRC
313
Shufro Rose & Co
New York
– -$229K -6,838 Closed
VWA
314
VERITY Wealth Advisors
United States
– -$227K -6,771 Closed
Stifel Financial
315
Stifel Financial
Missouri
– -$224K -6,679 Closed
LNWWM
316
Laird Norton Wetherby Wealth Management
California
– -$216K -6,443 Closed
IF
317
Intrua Financial
Texas
– -$213K -6,368 Closed
SDH
318
Sloy Dahl & Holst
Washington
– -$212K -6,327 Closed
VCP
319
Vista Capital Partners
Oregon
– -$211K -6,295 Closed
HIG
320
Heritage Investment Group
Florida
– -$208K -6,204 Closed
WFA
321
Websterrogers Financial Advisors
South Carolina
– -$209K -6,163 Closed
WCFA
322
Walkner Condon Financial Advisors
Wisconsin
– -$205K -6,120 Closed
PFA
323
Pure Financial Advisors
California
– -$202K -6,022 Closed
MIC
324
Meridian Investment Counsel
California
– -$201K -6,005 Closed
BA
325
Bridgewater Advisors
New York
– -$201K -5,999 Closed
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