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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 %
EF
301
Exeter Financial
Arizona
$256K +$2.46K +81 +1%
WSTAM
302
Wilbanks Smith & Thomas Asset Management
Virginia
$253K +$1K +33 +0.4%
RCI
303
RS Crum Inc
California
$250K – – –
CIA
304
Capital Investment Advisors
Georgia
$250K – – –
SWM
305
Seaside Wealth Management
California
$250K +$2.28K +75 +0.9%
CWM
306
Curi Wealth Management
North Carolina
$248K +$2.25K +74 +0.9%
BAMG
307
Brand Asset Management Group
Missouri
$245K – – –
PP
308
Pacifica Partners
Canada
$242K – – –
PIFP
309
Partners in Financial Planning
Virginia
$242K +$704 +23 +0.3%
CFGS
310
Concourse Financial Group Securities
Alabama
$236K – – –
WAP
311
Wealthcare Advisory Partners
Pennsylvania
$234K -$36.1K -1,189 -13%
ZIM
312
Zacks Investment Management
Illinois
$233K +$233K +7,674 New
WP
313
Westmount Partners
California
$226K +$226K +7,443 New
AC
314
Anson Capital
Georgia
$225K +$225K +7,388 New
Betterment LLC
315
Betterment LLC
New York
$222K +$222K +7,288 New
RTL
316
Red Tortoise LLC
Georgia
$222K +$222K +7,294 New
GA
317
Goldstein Advisors
Wisconsin
$216K +$216K +7,116 New
SWG
318
Summit Wealth Group
Vermont
$215K +$215K +7,082 New
PWA
319
Physician Wealth Advisors
Utah
$215K +$215K +6,545 New
EA
320
Efficient Advisors
Ohio
$214K +$214K +7,036 New
SDWIA
321
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$213K +$213K +7,021 New
MWM
322
Mission Wealth Management
California
$213K +$213K +6,998 New
CIAS
323
Capital Investment Advisory Services
North Carolina
$210K – – –
SRC
324
Shufro Rose & Co
New York
$208K +$208K +6,838 New
VWA
325
VERITY Wealth Advisors
United States
$206K +$206K +6,771 New
11 12
13
14 15