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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
ASN
351
Advisory Services Network
Georgia
$205K -$1.04M -31,693 -84%
SIAG
352
Safeguard Investment Advisory Group
California
$205K -$39.3K -1,196 -16%
QFA
353
Quantum Financial Advisors
California
$204K
PB
354
Pinnacle Bancorp
Nebraska
$204K -$4.86K -148 -2%
IAG
355
Investment Advisory Group
Massachusetts
$202K +$202K +6,159 New
RMDI
356
R.M. Davis Inc
Maine
$202K +$202K +6,139 New
WIA
357
World Investment Advisors
California
$202K +$202K +6,147 New
TRCT
358
Tower Research Capital (TRC)
New York
$201K +$201K +6,124 New
IF
359
Intrua Financial
Texas
$200K
HI
360
Harbour Investments
Wisconsin
$193K +$174K +5,305 +908%
RBC
361
Roble Belko & Company
Pennsylvania
$170K
ICM
362
Intrepid Capital Management
Florida
$128K +$128K +3,898 New
ME
363
McIlrath & Eck
Washington
$121K
NSG
364
Nalls Sherbakoff Group
Tennessee
$116K
TWD
365
True Wealth Design
Ohio
$112K
Franklin Resources
366
Franklin Resources
California
$99.7K +$1.77K +54 +2%
RI
367
Ridgewood Investments
New Jersey
$99.3K +$1.31K +40 +1%
CSB
368
City State Bank
Iowa
$99K +$98.5K +3,000 New
TFM
369
TFC Financial Management
Massachusetts
$93.2K +$1.68K +51 +2%
GWM
370
Geneos Wealth Management
Colorado
$88.8K
AC
371
AlphaCore Capital
California
$80.3K +$1.45K +44 +2%
PFBT
372
Parkside Financial Bank & Trust
Missouri
$78.7K +$1.31K +40 +2%
LWP
373
Lumature Wealth Partners
Georgia
$77.7K +$77.6K +2,364 New
BC
374
Bartlett & Co
Ohio
$74K
BCWM
375
Bartlett & Co Wealth Management
Ohio
$73.8K

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.