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Dimensional International Value ETF
DFIV

Overview Fund Activity

389 hedge funds and large institutions have $3.63B invested in Dimensional International Value ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 179 increasing their positions, 104 reducing their positions, and 18 closing their positions.

Holders
389
Holders Change
+19
Holders Change %
+5.14%
% of All Funds
6.23%
Holding in Top 10
70
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.06%
% of All Funds
1.12%
New
45
Increased
179
Reduced
104
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$60.5M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$175M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$187M
4
Jane Street
4
Jane Street
New York
$37.1M
5
Northern Trust
5
Northern Trust
Illinois
$212M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$228K
2
Creative Planning
2
Creative Planning
Kansas
$89.6M
3
TWP
3
TFO Wealth Partners
Ohio
$1.65M
4
PFO
4
Pathstone Family Office
New Jersey
$10.7M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$33M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$30.6M +$3.01M +93,244 +11%
PCI
27
Planning Center Inc
Illinois
$28.3M -$3.58M -107,280 -11%
TLFA
28
True Link Financial Advisors
California
$28.2M +$437K +13,546 +2%
LPL Financial
29
LPL Financial
California
$27.3M +$5.99M +185,939 +28%
FMWA
30
Forvis Mazars Wealth Advisors
Missouri
$26.6M +$527K +16,352 +2%
MRWM
31
ML&R Wealth Management
Texas
$25.9M +$2.01M +62,256 +8%
HIGP
32
Hill Investment Group Partners
Missouri
$24.9M -$193K -5,980 -0.8%
RVPG
33
Relative Value Partners Group
$24.6M +$1.15M +35,604 +5%
SFS
34
Strategic Financial Services
New York
$23.5M +$23.5M +729,148 New
CCM
35
Carlson Capital Management
Minnesota
$23.2M -$162K -5,029 -0.7%
WCWM
36
Willow Creek Wealth Management
California
$23.2M +$111K +3,459 +0.5%
UBS Group
37
UBS Group
Switzerland
$23.2M +$16.7M +516,740 +256%
SC
38
Schoolcraft Capital
Colorado
$22.9M -$492K -15,260 -2%
KAM
39
KEB Asset Management
Illinois
$22M +$44.6K +1,385 +0.2%
MWM
40
Merriman Wealth Management
Washington
$21M -$796K -24,711 -4%
MSWMA
41
Market Street Wealth Management Advisors
Indiana
$18.4M -$4.39M -136,342 -19%
SFA
42
Sequoia Financial Advisors
Ohio
$18.1M +$2.63M +81,609 +17%
WA
43
Wealth Architects
California
$17.4M +$417K +12,927 +2%
CPA
44
Capital Performance Advisors
California
$17.3M -$307K -9,516 -2%
BAM
45
Bayshore Asset Management
Florida
$16.9M +$517K +16,052 +3%
FFM
46
Forum Financial Management
Illinois
$16.6M -$240K -7,460 -1%
MSWM
47
McGlone Suttner Wealth Management
Wisconsin
$15M +$1.23M +38,118 +9%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$15M +$3.41M +105,865 +30%
ST
49
Sentinel Trust
Texas
$14.9M – – –
HighTower Advisors
50
HighTower Advisors
Illinois
$14.2M +$5.94M +184,183 +72%
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