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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
CIA
326
Capital Investment Advisors
Georgia
$270K
BAMG
327
Brand Asset Management Group
Missouri
$265K
FT
328
Fiduciary Trust
Massachusetts
$265K -$17.3K -527 -6%
RCI
329
RS Crum Inc
California
$256K -$14.5K -440 -5%
PPP
330
Private Portfolio Partners
New Jersey
$254K +$14.6K +445 +6%
LB
331
Leo Brokerage
Texas
$251K -$13.5K -412 -5%
ZIM
332
Zacks Investment Management
Illinois
$250K +$131 +4 +0.1%
EA
333
Efficient Advisors
Ohio
$249K +$4.17K +127 +2%
PIFP
334
Partners in Financial Planning
Virginia
$243K -$16.5K -502 -6%
RTL
335
Red Tortoise LLC
Georgia
$239K -$197 -6 -0.1%
CB
336
Commerce Bank
Missouri
$234K
GA
337
Goldstein Advisors
Wisconsin
$234K
BSWA
338
Bromfield Sneider Wealth Advisors
Massachusetts
$233K +$4.17K +127 +2%
SDWIA
339
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$231K
CCFM
340
Clear Creek Financial Management
Washington
$228K +$228K +6,948 New
SRC
341
Shufro Rose & Co
New York
$225K
VWA
342
VERITY Wealth Advisors
United States
$222K
CA
343
CGN Advisors
Kansas
$220K +$11.2K +341 +5%
SMA
344
Sage Mountain Advisors
Georgia
$218K
PWA
345
Physician Wealth Advisors
Utah
$213K -$3.32K -101 -2%
ATC
346
Argent Trust Co
Tennessee
$212K +$212K +6,450 New
LNWWM
347
Laird Norton Wetherby Wealth Management
California
$212K
LEFP
348
Leading Edge Financial Planning
Tennessee
$208K +$33 +1 +0%
WCFA
349
Walkner Condon Financial Advisors
Wisconsin
$207K +$1.77K +54 +0.9%
WAP
350
Wealthcare Advisory Partners
Pennsylvania
$206K -$70.6K -2,149 -26%

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.