We are live on ! Find out more
DFIV icon

Dimensional International Value ETF

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

162% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 26

73% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 70

14% more funds holding

Funds holding: 264302 (+38)

14% more funds holding in top 10

Funds holding in top 10: 4248 (+6)

1.8% more ownership

Funds ownership: 65.86%67.66% (+1.8%)

4% less capital invested

Capital invested by funds: $2.61B → $2.5B (-$109M)

Holders
302
Holders Change
+38
Holders Change %
+14.39%
% of All Funds
5.09%
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
Name Holding Trade Value Shares
Change
Change in
Stake
AW
301
ACG Wealth
Georgia
$1K +$1.37K +43 New
AR
302
Apeiron RIA
Texas
$668 +$7.37M +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

DFIV Hedge Fund Activity: Q2 2022 in Review

302 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q2 2022, worth a combined $2.5B — down 4.2% from $2.61B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new DFIV positions and 26 closed out — a net gain of 42 holders — while 121 added to existing stakes and 70 trimmed.

The largest buyer was Pathstone Family Office, opening a new position worth an estimated $25.8M. The largest seller was Wealth Architects, cutting an estimated $21.6M.

  • 302 institutional investors held Dimensional International Value ETF (DFIV) as of Q2 2022, up from 264 in Q1 2022.
  • Funds reported $2.5B of Dimensional International Value ETF stock for Q2 2022, down 4.2% quarter-over-quarter.
  • 68 funds opened new Dimensional International Value ETF positions in Q2 2022 and 26 closed out, a net change of +42 holders.
  • The largest Dimensional International Value ETF buyer in Q2 2022 was Pathstone Family Office, an estimated $25.8M added.
  • The largest Dimensional International Value ETF seller in Q2 2022 was Wealth Architects, an estimated $21.6M sold.

Based on aggregated 13F filings for Q2 2022.