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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
EWP
401
Elevation Wealth Partners
California
$10.8K
NA
402
NewEdge Advisors
Louisiana
$10.2K +$10.1K +309 New
OLVIG
403
Oliver Lagore Vanvalin Investment Group
Michigan
$8.67K +$493 +15 +6%
NIC
404
Northwest Investment Counselors
Oregon
$5.26K
FA
405
Fiduciary Alliance
South Carolina
$854 +$854 +26 New
AWM
406
Angeles Wealth Management
California
$8
SWG
407
Summit Wealth Group
Vermont
-$7K -228,695 Closed
BCM
408
Basso Capital Management
Connecticut
-$809K -25,105 Closed
MOS
409
MGO One Seven
Ohio
-$517K -16,054 Closed
HSG
410
Helen Stephens Group
Texas
-$473K -14,673 Closed
GA
411
Greenspring Advisors
Maryland
-$336K -10,432 Closed
AWM
412
Axxcess Wealth Management
California
-$238K -7,394 Closed
AC
413
Anson Capital
Georgia
-$238K -7,388 Closed
PP
414
Pacifica Partners
Canada
-$241K -7,278 Closed
MWM
415
Mission Wealth Management
California
-$226K -6,998 Closed
FA
416
Fortis Advisors
Pennsylvania
-$179K -5,543 Closed
MWC
417
MBM Wealth Consultants
Missouri
-$166K -5,138 Closed
IFS
418
Intelligent Financial Strategies
Minnesota
-$94.6K -2,935 Closed
Qube Research & Technologies (QRT)
419
Qube Research & Technologies (QRT)
United Kingdom
-$74.7K -2,317 Closed
OCM
420
Orion Capital Management
California
-$72.3K -2,244 Closed
AAS
421
Ameritas Advisory Services
Nebraska
-$61K -1,893 Closed
MAWA
422
Moss Adams Wealth Advisors
Washington
-$31.7K -984 Closed
Citigroup
423
Citigroup
New York
-$193 -6 Closed

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.