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Dimensional International Value ETF

248 hedge funds and large institutions have $2.46B invested in Dimensional International Value ETF in 2021 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 85 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

585% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 13

113% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 40

105% more funds holding in top 10

Funds holding in top 10: 2143 (+22)

50% more capital invested

Capital invested by funds: $1.65B → $2.46B (+$817M)

43% more funds holding

Funds holding: 173248 (+75)

20.32% more ownership

Funds ownership: 47.75%68.07% (+20%)

Holders
248
Holders Change
+75
Holders Change %
+43.35%
% of All Funds
3.82%
Holding in Top 10
43
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+104.76%
% of All Funds
0.66%
New
89
Increased
85
Reduced
40
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAM
26
KEB Asset Management
Illinois
$21.7M +$22M +662,136 New
WCWM
27
Willow Creek Wealth Management
California
$21.7M -$73.5K -2,215 -0.3%
MWM
28
Merriman Wealth Management
Washington
$21.2M -$199K -5,995 -0.9%
SC
29
Schoolcraft Capital
Colorado
$20.7M +$479K +14,424 +2%
BHWM
30
Beaird Harris Wealth Management
Texas
$20.3M +$20.5M +618,646 New
MRWM
31
ML&R Wealth Management
Texas
$20.3M +$20.5M +617,075 New
BAM
32
Bayshore Asset Management
Florida
$19.7M +$19.9M +600,472 New
Jane Street
33
Jane Street
New York
$19.3M +$19.2M +578,045 +5,233%
WA
34
Wealth Architects
California
$19.1M +$1.54M +46,328 +9%
CPA
35
Capital Performance Advisors
California
$18.1M +$17.9M +538,790 New
PCI
36
Planning Center Inc
Illinois
$16.7M +$16M +483,365 New
MAM
37
McLean Asset Management
Virginia
$15.2M +$41.8K +1,260 +0.3%
SFA
38
Sequoia Financial Advisors
Ohio
$15M +$15.2M +456,558 New
FFM
39
Forum Financial Management
Illinois
$14.2M +$14.4M +432,447 New
KAM
40
Kraft Asset Management
Tennessee
$12.8M +$12.9M +389,113 New
SC
41
Shearwater Capital
Colorado
$12.7M +$12.8M +386,793 New
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$12.4M +$2.31M +69,720 +23%
PWM
43
PBMares Wealth Management
Virginia
$12.3M +$59.9K +1,803 +0.5%
LPL Financial
44
LPL Financial
California
$12M -$19.8M -595,777 -62%
WFAG
45
Wescott Financial Advisory Group
Pennsylvania
$11.6M +$496K +14,927 +4%
MPM
46
MBB Public Markets
Illinois
$11.6M +$11.7M +352,110 New
DEM
47
Disciplined Equity Management
Florida
$11.2M +$11.3M +341,416 New
DWM
48
Dopkins Wealth Management
New York
$11.1M +$11.3M +339,409 New
RK
49
Rather & Kittrell
Tennessee
$10.6M +$10.7M +322,215 New
CA
50
Claris Advisors
Missouri
$10.4M +$10.6M +318,029 New

DFIV Hedge Fund Activity: Q4 2021 in Review

248 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q4 2021, worth a combined $2.46B — up 50% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new DFIV positions and 13 closed out — a net gain of 76 holders — while 85 added to existing stakes and 40 trimmed.

The largest buyer was Jane Street, adding an estimated $19.2M. The largest seller was LPL Financial, cutting an estimated $19.8M.

  • 248 institutional investors held Dimensional International Value ETF (DFIV) as of Q4 2021, up from 173 in Q3 2021.
  • Funds reported $2.46B of Dimensional International Value ETF stock for Q4 2021, up 50% quarter-over-quarter.
  • 89 funds opened new Dimensional International Value ETF positions in Q4 2021 and 13 closed out, a net change of +76 holders.
  • The largest Dimensional International Value ETF buyer in Q4 2021 was Jane Street, an estimated $19.2M added.
  • The largest Dimensional International Value ETF seller in Q4 2021 was LPL Financial, an estimated $19.8M sold.

Based on aggregated 13F filings for Q4 2021.