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Dimensional International Value ETF
DFIV

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+62
Holders Change %
+20.13%
% of All Funds
5.97%
Holding in Top 10
66
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+43.48%
% of All Funds
1.06%
New
87
Increased
149
Reduced
92
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$105M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$39.5M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$129M
4
Bank of America
4
Bank of America
North Carolina
$26M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$142M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$58.5M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$89.5M
3
CIAS
3
CFS Investment Advisory Services
New Jersey
$11.5M
4
Jane Street
4
Jane Street
New York
$570K
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
26
Evanson Asset Management
California
$28.7M +$3.94M +129,552 +16%
TLFA
27
True Link Financial Advisors
California
$26.2M +$1.35M +44,278 +5%
Bank of America
28
Bank of America
North Carolina
$26M +$25.9M +851,249 +17,970%
FMWA
29
Forvis Mazars Wealth Advisors
Missouri
$24.6M +$1.89M +62,082 +8%
HIGP
30
Hill Investment Group Partners
Missouri
$23.7M -$732K -24,072 -3%
MRWM
31
ML&R Wealth Management
Texas
$22.6M +$1.72M +56,738 +8%
EWA
32
EP Wealth Advisors
California
$22.5M +$12M +393,616 +114%
RVPG
33
Relative Value Partners Group
$22.1M +$10.5M +344,296 +90%
SC
34
Schoolcraft Capital
Colorado
$22.1M -$2.26M -74,420 -9%
CCM
35
Carlson Capital Management
Minnesota
$22.1M -$1.3M -42,710 -6%
TWP
36
TFO Wealth Partners
Ohio
$21.9M +$19.8M +590,700 +944%
WCWM
37
Willow Creek Wealth Management
California
$21.8M +$770K +25,330 +4%
MSWMA
38
Market Street Wealth Management Advisors
Indiana
$21.5M +$4.52M +148,746 +27%
KAM
39
KEB Asset Management
Illinois
$20.7M +$144K +4,751 +0.7%
MWM
40
Merriman Wealth Management
Washington
$20.6M +$296K +9,747 +1%
LPL Financial
41
LPL Financial
California
$20.1M +$999K +32,874 +5%
PFO
42
Pathstone Family Office
New Jersey
$20M -$639K -21,010 -3%
CPA
43
Capital Performance Advisors
California
$16.6M +$303K +9,966 +2%
WA
44
Wealth Architects
California
$16M -$2.82M -92,828 -15%
FFM
45
Forum Financial Management
Illinois
$15.9M +$2.4M +79,061 +18%
BAM
46
Bayshore Asset Management
Florida
$15.4M +$251K +8,252 +2%
MAM
47
McLean Asset Management
Virginia
$15.4M +$1.26M +41,482 +9%
SFA
48
Sequoia Financial Advisors
Ohio
$14.6M +$615K +20,246 +4%
ST
49
Sentinel Trust
Texas
$14M +$14M +461,000 New
AC
50
Apella Capital
Connecticut
$13.9M +$4.98M +163,951 +56%
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