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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 %
SMA
326
Sage Mountain Advisors
Georgia
$202K -$58.2K -1,916 -22%
Carson Wealth (CWM LLC)
327
Carson Wealth (CWM LLC)
Nebraska
$201K -$12.1K -397 -6%
PB
328
Pinnacle Bancorp
Nebraska
$194K +$89.2K +2,937 +85%
BSWA
329
Bromfield Sneider Wealth Advisors
Massachusetts
$169K +$169K +5,553 New
FA
330
Fortis Advisors
Pennsylvania
$168K +$1.58K +52 +1%
RBC
331
Roble Belko & Company
Pennsylvania
$158K – – –
MWC
332
MBM Wealth Consultants
Missouri
$157K – – –
IFS
333
Intelligent Financial Strategies
Minnesota
$144K -$53.3K -1,752 -27%
AIM
334
Acropolis Investment Management
Missouri
$131K – – –
USCWA
335
U.S. Capital Wealth Advisors
Texas
$126K -$135K -4,428 -52%
ME
336
McIlrath & Eck
Washington
$112K – – –
TFM
337
TFC Financial Management
Massachusetts
$106K -$192K -6,303 -64%
TWD
338
True Wealth Design
Ohio
$104K +$104K +3,409 New
Franklin Resources
339
Franklin Resources
California
$90.2K +$851 +28 +1%
OFG
340
Oxford Financial Group
Indiana
$88.2K – – –
GWM
341
Geneos Wealth Management
Colorado
$82.2K – – –
PTC
342
Private Trust Company
Ohio
$81K +$81K +2,656 New
AC
343
AlphaCore Capital
California
$72.7K +$699 +23 +1%
BCWM
344
Bartlett & Co Wealth Management
Ohio
$68.3K – – –
OCM
345
Orion Capital Management
California
$68.1K -$14.5K -476 -18%
BC
346
Bartlett & Co
Ohio
$68K – – –
WFA
347
WestHill Financial Advisors
California
$63K +$18.5K +608 +42%
HIA
348
Harbor Investment Advisory
Maryland
$60.8K +$60.8K +2,000 New
PFBT
349
Parkside Financial Bank & Trust
Missouri
$59.2K +$59.2K +1,947 New
CPG
350
Cornerstone Planning Group
New Jersey
$58.2K +$58.2K +1,797 New
12 13
14
15 16