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Dimensional International Value ETF
DFIV

Overview Fund Activity

302 hedge funds and large institutions have $2.5B invested in Dimensional International Value ETF in 2022 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 121 increasing their positions, 70 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+38
Holders Change %
+14.39%
% of All Funds
5.11%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
0.81%
New
68
Increased
121
Reduced
70
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$23.4M
2
Northern Trust
2
Northern Trust
Illinois
$141M
3
FMWA
3
Forvis Mazars Wealth Advisors
Missouri
$20M
4
TLFA
4
True Link Financial Advisors
California
$18.8M
5
MSWMA
5
Market Street Wealth Management Advisors
Indiana
$16.4M

Top Sellers

1
WA
1
Wealth Architects
California
$18.2M
2
EVM
2
Eaton Vance Management
Massachusetts
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$6.76M
4
RVPG
4
Relative Value Partners Group
$7.45M
5
JTWM
5
Jackson Thornton Wealth Management
Alabama
$38.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
26
Evanson Asset Management
California
$22.6M +$2.16M +74,902 +11%
MPM
27
MBB Public Markets
Illinois
$20.5M +$1.12M +38,845 +6%
WCWM
28
Willow Creek Wealth Management
California
$20.3M +$658K +22,761 +3%
KAM
29
KEB Asset Management
Illinois
$20.2M +$909K +31,461 +5%
MWM
30
Merriman Wealth Management
Washington
$20.2M +$3.67M +127,172 +22%
FMWA
31
Forvis Mazars Wealth Advisors
Missouri
$20M +$20M +691,869 New
CCM
32
Carlson Capital Management
Minnesota
$19.6M -$110K -3,794 -0.6%
MRWM
33
ML&R Wealth Management
Texas
$19.6M +$331K +11,457 +2%
TLFA
34
True Link Financial Advisors
California
$18.8M +$18.8M +649,103 New
WA
35
Wealth Architects
California
$18.2M -$19.6M -678,269 -52%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$16.8M +$15.4M +532,781 +1,078%
MSWMA
37
Market Street Wealth Management Advisors
Indiana
$16.4M +$16.4M +566,930 New
BAM
38
Bayshore Asset Management
Florida
$16.1M +$1.05M +36,318 +7%
CPA
39
Capital Performance Advisors
California
$15.7M -$40.2K -1,392 -0.3%
PCI
40
Planning Center Inc
Illinois
$14.4M +$14.4M +519,610 New
SFA
41
Sequoia Financial Advisors
Ohio
$13.6M +$88.1K +3,051 +0.7%
OMC
42
Old Mission Capital
Illinois
$13.4M +$11.6M +402,271 +652%
RK
43
Rather & Kittrell
Tennessee
$13.2M +$2.42M +83,657 +22%
PWM
44
PBMares Wealth Management
Virginia
$12.3M +$12.3M +424,534 New
FFM
45
Forum Financial Management
Illinois
$12.2M -$314K -10,858 -3%
MAM
46
McLean Asset Management
Virginia
$12.1M +$12.1M +437,482 New
LPL Financial
47
LPL Financial
California
$11.7M +$11.7M +405,442 New
KAM
48
Kraft Asset Management
Tennessee
$11.7M -$103K -3,576 -0.9%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$11.3M -$13.1K -453 -0.1%
SC
50
Shearwater Capital
Colorado
$11.2M +$7.97K +276 +0.1%
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