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Dimensional International Value ETF
DFIV

173 hedge funds and large institutions have $1.65B invested in Dimensional International Value ETF in 2021 Q3 according to their latest regulatory filings, with 173 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

47.75% more ownership

Funds ownership: 0% → 47.75% (+48%)

Holders
173
Holders Change
+173
Holders Change %
–
% of All Funds
3.03%
Holding in Top 10
21
Holding in Top 10 Change
+21
Holding in Top 10 Change %
% of All Funds
0.37%
New
173
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BSW
Buckingham Strategic Wealth
Missouri
+$321M
2
Northern Trust
Northern Trust
Illinois
+$154M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$126M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$100M
5
SC
Savant Capital
Illinois
+$86.7M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
26
Wescott Financial Advisory Group
Pennsylvania
$11.1M +$11.2M +338,314 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$10.1M +$10.2M +309,548 New
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$9.91M +$10M +302,660 New
PSUF
29
People's United Financial
Connecticut
$8.76M +$8.84M +267,434 New
SP
30
Symmetry Partners
Connecticut
$8.03M +$8.08M +244,513 New
1WM
31
1900 Wealth Management
Texas
$7.44M +$7.51M +227,211 New
HighTower Advisors
32
HighTower Advisors
Illinois
$7.15M +$7.22M +218,418 New
AC
33
AWM Capital
Arizona
$7.06M +$6.93M +209,597 New
KWP
34
Keystone Wealth Partners
Arizona
$6.52M +$6.58M +199,054 New
LFG
35
Larson Financial Group
Missouri
$6.08M +$6.13M +185,622 New
AL
36
Aspiriant LLC
California
$5.61M +$5.66M +171,436 New
AF
37
Allworth Financial
California
$5.38M +$5.42M +164,174 New
Osaic Holdings
38
Osaic Holdings
Arizona
$5.02M +$5.07M +153,401 New
WF
39
WoodTrust Financial
Wisconsin
$4.3M +$4.34M +131,302 New
MFT
40
Moisand Fitzgerald Tamayo
Florida
$4.11M +$4.15M +125,650 New
FEG
41
Fund Evaluation Group
Ohio
$4.08M +$4.11M +124,528 New
WT
42
Whittier Trust
California
$3.9M +$3.94M +119,178 New
CAM
43
Cresset Asset Management
Illinois
$3.27M +$3.3M +99,924 New
MFAM
44
M Financial Asset Management
Oregon
$3.09M +$3.12M +94,352 New
AWP
45
Abacus Wealth Partners
California
$3.05M +$3.08M +93,274 New
AP
46
Adero Partners
California
$3.04M +$3.07M +93,006 New
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$2.87M +$2.9M +87,691 New
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$2.78M +$2.8M +84,819 New
SWM
49
Soundmark Wealth Management
Washington
$2.69M +$2.72M +82,178 New
PO
50
Private Ocean
California
$2.67M +$2.69M +81,545 New
1
2
3 4 5

DFIV Hedge Fund Activity: Q3 2021 in Review

173 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q3 2021, worth a combined $1.65B.

Buyers outnumbered sellers: 173 funds opened new DFIV positions and 0 closed out — a net gain of 173 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Buckingham Strategic Wealth, opening a new position worth an estimated $321M.

  • 173 institutional investors held Dimensional International Value ETF (DFIV) as of Q3 2021, up from 0 in Q2 2021.
  • Funds reported $1.65B of Dimensional International Value ETF stock for Q3 2021.
  • 173 funds opened new Dimensional International Value ETF positions in Q3 2021 and 0 closed out, a net change of +173 holders.
  • The largest Dimensional International Value ETF buyer in Q3 2021 was Buckingham Strategic Wealth, an estimated $321M added.

Based on aggregated 13F filings for Q3 2021.