DFIV icon

Dimensional International Value ETF
DFIV

Overview Fund Activity

416 hedge funds and large institutions have $4.78B invested in Dimensional International Value ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 213 increasing their positions, 105 reducing their positions, and 15 closing their positions.

Holders
416
Holders Change
+12
Holders Change %
+2.97%
% of All Funds
6.63%
Holding in Top 10
74
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.63%
% of All Funds
1.18%
New
32
Increased
213
Reduced
105
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$124M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$69.5M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$304M
4
EWA
4
EP Wealth Advisors
California
$44.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$289M

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$24M
2
Jane Street
2
Jane Street
New York
$272M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$359K
4
LWM
4
LJI Wealth Management
Indiana
$948K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$6.12M
Name Market Value Shares Shares
Change 		Shares
Change %
BHWM
26
Beaird Harris Wealth Management
Texas
$35M 1,072,260 +7,979 +0.7%
MPM
27
MBB Public Markets
Illinois
$34.8M 1,065,476 +11,958 +1%
EAM
28
Evanson Asset Management
California
$34.7M 1,062,473 +42,099 +4%
UBS Group
29
UBS Group
Switzerland
$32.8M 1,006,590 +119,665 +13%
LPL Financial
30
LPL Financial
California
$32.7M 1,003,032 +98,057 +11%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$31.8M 974,288 -461,652 -32%
TLFA
32
True Link Financial Advisors
California
$29.8M 913,020 +28,361 +3%
RVPG
33
Relative Value Partners Group
$28.6M 875,361 +112,134 +15%
PCI
34
Planning Center Inc
Illinois
$27.8M 853,376 +621 +0.1%
FMWA
35
Forvis Mazars Wealth Advisors
Missouri
$27.7M 849,125 -11,205 -1%
MRWM
36
ML&R Wealth Management
Texas
$27.7M 848,185 +34,893 +4%
AC
37
Apella Capital
Connecticut
$25.3M 776,930 +90,302 +13%
I
38
INVST
Indiana
$24.9M 763,837 +763,837 New
SFS
39
Strategic Financial Services
New York
$24.6M 753,822 +6,448 +0.9%
WCWM
40
Willow Creek Wealth Management
California
$24.5M 749,904 +35,065 +5%
MWM
41
Merriman Wealth Management
Washington
$24M 736,465 -1,357,103 -65%
HIGP
42
Hill Investment Group Partners
Missouri
$24M 735,752 -3,439 -0.5%
MSWMA
43
Market Street Wealth Management Advisors
Indiana
$23.8M 728,158 +159,072 +28%
VFP
44
Verus Financial Partners
Virginia
$23.6M 733,955 +188,727 +35%
CCM
45
Carlson Capital Management
Minnesota
$23.4M 716,197 -3,828 -0.5%
SC
46
Schoolcraft Capital
Colorado
$22.8M 700,196 +5,601 +0.8%
KAM
47
KEB Asset Management
Illinois
$22.8M 699,296 +19,066 +3%
FCAS
48
First Command Advisory Services
Texas
$21.1M 648,027 +648,027 New
HighTower Advisors
49
HighTower Advisors
Illinois
$21.1M 647,071 +92,901 +17%
BPA
50
Beacon Pointe Advisors
California
$20M 614,609 +111,172 +22%
1
2
3 4 5