Dimensional International Value ETF
DFIV
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.
521% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 14
62% more repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 92
43% more funds holding in top 10
Funds holding in top 10: 46 → 66 (+20)
38% more capital invested
Capital invested by funds: $2.41B → $3.32B (+$913M)
20% more funds holding
Funds holding: 308 → 370 (+62)
2.26% more ownership
Funds ownership: 71.29% → 73.55% (+2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$65.2M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$31.1M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$29.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$24.7M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$23.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
-$51.4M |
| 2 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
-$42M |
| 3 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$7.36M |
| 4 |
Jane Street
New York
|
-$5.95M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$4.68M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWM
376
Congress Wealth Management
Boston,
Massachusetts
| – | -$208K | -8,079 | Closed |
|
|
S
377
SignatureFD
Atlanta,
Georgia
| – | -$128K | -4,967 | Closed |
|
|
SOS
378
Silver Oak Securities
Jackson,
Tennessee
| – | -$149K | -4,566 | Closed |
|
|
CWM
379
Castle Wealth Management
West Palm Beach,
Florida
| – | -$60K | -2,335 | Closed |
|
|
DBG
380
De Burlo Group
Boston,
Massachusetts
| – | -$39.4K | -1,530 | Closed |
|
381
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$28K | -1,077 | Closed |
|
|
MAM
382
Meeder Asset Management
Dublin,
Ohio
| – | -$10K | -370 | Closed |
|
|
BA
383
Bellwether Advisors
Lincoln,
Nebraska
| – | -$9K | -364 | Closed |
|
|
FCT
384
First Community Trust
Dubuque,
Iowa
| – | -$1K | -37 | Closed |
|
DFIV Hedge Fund Activity: Q4 2022 in Review
370 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q4 2022, worth a combined $3.32B — up 38% from $2.41B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new DFIV positions and 14 closed out — a net gain of 73 holders — while 149 added to existing stakes and 92 trimmed.
The largest buyer was Creative Planning, adding an estimated $65.2M. The largest seller was Cerity Partners, cutting an estimated $51.4M.
- 370 institutional investors held Dimensional International Value ETF (DFIV) as of Q4 2022, up from 308 in Q3 2022.
- Funds reported $3.32B of Dimensional International Value ETF stock for Q4 2022, up 38% quarter-over-quarter.
- 87 funds opened new Dimensional International Value ETF positions in Q4 2022 and 14 closed out, a net change of +73 holders.
- The largest Dimensional International Value ETF buyer in Q4 2022 was Creative Planning, an estimated $65.2M added.
- The largest Dimensional International Value ETF seller in Q4 2022 was Cerity Partners, an estimated $51.4M sold.
Based on aggregated 13F filings for Q4 2022.