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Dimensional International Value ETF
DFIV

Overview Fund Activity

389 hedge funds and large institutions have $3.63B invested in Dimensional International Value ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 179 increasing their positions, 104 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+19
Holders Change %
+5.14%
% of All Funds
6.23%
Holding in Top 10
70
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.06%
% of All Funds
1.12%
New
45
Increased
179
Reduced
104
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$60.5M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$175M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$187M
4
Jane Street
Jane Street
New York
$37.1M
5
Northern Trust
Northern Trust
Illinois
$212M

Top Sellers

1
EWA
EP Wealth Advisors
California
$228K
2
Creative Planning
Creative Planning
Kansas
$89.6M
3
TWP
TFO Wealth Partners
Ohio
$1.65M
4
PFO
Pathstone Family Office
New Jersey
$10.7M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$33M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
301
Oakworth Capital
Alabama
$276K +$276K +8,574 New
EF
302
Exeter Financial
Arizona
$276K +$1.24K +38 +0.5%
DAS
303
Dynamic Advisor Solutions
Arizona
$275K -$245K -7,617 -47%
WP
304
Westmount Partners
California
$272K +$32.2K +1,000 +13%
WAP
305
Wealthcare Advisory Partners
Pennsylvania
$271K +$22.8K +707 +9%
SPP
306
Single Point Partners
Massachusetts
$267K -$144K -4,450 -35%
SWM
307
Seaside Wealth Management
California
$266K +$1.16K +36 +0.4%
RCI
308
RS Crum Inc
California
$265K – – –
CIA
309
Capital Investment Advisors
Georgia
$265K – – –
CWM
310
Curi Wealth Management
North Carolina
$264K +$1.13K +35 +0.4%
BAMG
311
Brand Asset Management Group
Missouri
$260K – – –
LB
312
Leo Brokerage
Texas
$259K +$259K +8,038 New
PIFP
313
Partners in Financial Planning
Virginia
$255K +$355 +11 +0.1%
ZIM
314
Zacks Investment Management
Illinois
$245K -$1.97K -61 -0.8%
PP
315
Pacifica Partners
Canada
$241K – – –
EA
316
Efficient Advisors
Ohio
$240K +$13.1K +405 +6%
SIAG
317
Safeguard Investment Advisory Group
California
$239K -$289K -8,962 -55%
AWM
318
Axxcess Wealth Management
California
$238K +$238K +7,394 New
AC
319
Anson Capital
Georgia
$238K – – –
PPP
320
Private Portfolio Partners
New Jersey
$235K +$235K +7,295 New
RTL
321
Red Tortoise LLC
Georgia
$235K – – –
CB
322
Commerce Bank
Missouri
$230K -$129K -3,999 -36%
GA
323
Goldstein Advisors
Wisconsin
$229K – – –
EWA
324
EP Wealth Advisors
California
$228K -$31.4M -733,269 -99%
LWM
325
Lodestone Wealth Management
Washington
$227K +$227K +7,043 New
11 12
13
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