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Dimensional International Value ETF
DFIV

Overview Fund Activity

404 hedge funds and large institutions have $4.49B invested in Dimensional International Value ETF in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 184 increasing their positions, 123 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+15
Holders Change %
+3.86%
% of All Funds
6.37%
Holding in Top 10
64
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.57%
% of All Funds
1.01%
New
36
Increased
184
Reduced
123
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$307M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$253M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$265M
4
MWM
Merriman Wealth Management
Washington
$68.8M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$48.7M

Top Sellers

1
CL
COWA LLC
Oklahoma
$5.84M
2
Bank of America
Bank of America
North Carolina
$14.1M
3
ST
Sentinel Trust
Texas
$7.27M
4
DWP
Destiny Wealth Partners
Florida
$6.41M
5
BFC
Bedel Financial Consulting
Indiana
$2.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAG
351
Safeguard Investment Advisory Group
California
$205K -$39.3K -1,196 -16%
QFA
352
Quantum Financial Advisors
California
$204K – – –
PB
353
Pinnacle Bancorp
Nebraska
$204K -$4.86K -148 -2%
IAG
354
Investment Advisory Group
Massachusetts
$202K +$202K +6,159 New
RMDI
355
R.M. Davis Inc
Maine
$202K +$202K +6,139 New
WIA
356
World Investment Advisors
California
$202K +$202K +6,147 New
TRCT
357
Tower Research Capital (TRC)
New York
$201K +$201K +6,124 New
IF
358
Intrua Financial
Texas
$200K – – –
HI
359
Harbour Investments
Wisconsin
$193K +$174K +5,305 +908%
RBC
360
Roble Belko & Company
Pennsylvania
$170K – – –
ICM
361
Intrepid Capital Management
Florida
$128K +$128K +3,898 New
ME
362
McIlrath & Eck
Washington
$121K – – –
NSG
363
Nalls Sherbakoff Group
Tennessee
$116K – – –
TWD
364
True Wealth Design
Ohio
$112K – – –
Franklin Resources
365
Franklin Resources
California
$99.7K +$1.77K +54 +2%
RI
366
Ridgewood Investments
New Jersey
$99.3K +$1.31K +40 +1%
CSB
367
City State Bank
Iowa
$99K +$99K +3,000 New
TFM
368
TFC Financial Management
Massachusetts
$93.2K +$1.68K +51 +2%
GWM
369
Geneos Wealth Management
Colorado
$88.8K – – –
AC
370
AlphaCore Capital
California
$80.3K +$1.45K +44 +2%
PFBT
371
Parkside Financial Bank & Trust
Missouri
$78.7K +$1.31K +40 +2%
LWP
372
Lumature Wealth Partners
Georgia
$77.7K +$77.7K +2,364 New
BC
373
Bartlett & Co
Ohio
$74K – – –
BCWM
374
Bartlett & Co Wealth Management
Ohio
$73.8K – – –
PTC
375
Private Trust Company
Ohio
$73.7K -$13.5K -411 -15%
13 14
15
16 17