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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
CFG
301
Citizens Financial Group
Rhode Island
$345K +$6.17K +188 +2%
ECM
302
Evergreen Capital Management
Washington
$334K
DAS
303
Dynamic Advisor Solutions
Arizona
$333K +$52.4K +1,597 +19%
RIP
304
RAM Investment Partners
Washington
$331K
SOAG
305
Silver Oak Advisory Group
Oregon
$330K +$5.09K +155 +2%
NFP
306
Narus Financial Partners
Utah
$330K -$119K -3,614 -26%
OFG
307
Oxford Financial Group
Indiana
$329K +$233K +7,100 +245%
KA
308
Klingman & Associates
New York
$319K
CSWM
309
Cassady Schiller Wealth Management
Ohio
$319K +$16.4K +500 +5%
RFA
310
RTD Financial Advisors
Pennsylvania
$318K -$13.8K -421 -4%
SW
311
SVB Wealth
Massachusetts
$314K +$2.04K +62 +0.7%
TP
312
Tranquility Partners
Tennessee
$306K +$15.1K +459 +5%
LGWM
313
Litman Gregory Wealth Management
California
$304K +$304K +9,264 New
EW
314
Evoke Wealth
California
$302K +$81.7K +2,488 +37%
FFM
315
Flagstone Financial Management
Nebraska
$299K
Koshinski Asset Management
316
Koshinski Asset Management
Illinois
$298K -$255K -7,763 -46%
Carson Wealth (CWM LLC)
317
Carson Wealth (CWM LLC)
Nebraska
$296K +$77.9K +2,371 +36%
EF
318
Exeter Financial
Arizona
$284K +$5.06K +154 +2%
OC
319
Oakworth Capital
Alabama
$282K
CFGS
320
Concourse Financial Group Securities
Alabama
$280K -$111K -3,382 -28%
WP
321
Westmount Partners
California
$277K
SWM
322
Seaside Wealth Management
California
$276K +$4.7K +143 +2%
CWM
323
Curi Wealth Management
North Carolina
$274K +$4.66K +142 +2%
SPP
324
Single Point Partners
Massachusetts
$272K
PNC Financial Services Group
325
PNC Financial Services Group
Pennsylvania
$270K -$30.3K -924 -10%

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.