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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
EVM
51
Eaton Vance Management
Massachusetts
$10.1M +$10.2M +306,318 New
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$9.98M +$43.8K +1,318 +0.4%
RVPG
53
Relative Value Partners Group
$9.73M +$9.84M +296,510 New
BBNB
54
Baker Boyer National Bank
Washington
$9.7M +$9.82M +295,710 New
LFA
55
Lauterbach Financial Advisors
Texas
$9.02M +$9.12M +274,872 New
KWP
56
Keystone Wealth Partners
Arizona
$8.77M +$2.26M +68,205 +34%
CPA
57
Cardiff Park Advisors
California
$8.5M +$8.6M +258,935 New
SP
58
Symmetry Partners
Connecticut
$8.3M +$277K +8,351 +3%
HighTower Advisors
59
HighTower Advisors
Illinois
$8.19M +$1.03M +31,126 +14%
SWA
60
ShankerValleau Wealth Advisors
Illinois
$8.01M +$8.1M +243,920 New
AL
61
Aspiriant LLC
California
$7.81M +$2.21M +66,444 +39%
1WM
62
1900 Wealth Management
Texas
$7.47M +$18.2K +548 +0.2%
PSUF
63
People's United Financial
Connecticut
$7.46M -$1.33M -40,161 -15%
ALWM
64
Andrews Lucia Wealth Management
California
$7.3M +$7.38M +222,418 New
MWA
65
Monograph Wealth Advisors
California
$6.85M +$6.93M +208,797 New
AC
66
AWM Capital
Arizona
$6.72M -$162K -4,871 -2%
LFG
67
Larson Financial Group
Missouri
$5.91M -$187K -5,629 -3%
EWA
68
Exencial Wealth Advisors
Oklahoma
$5.7M -$8.03M -241,857 -58%
SWA
69
Sax Wealth Advisors
New Jersey
$5.58M +$5.65M +170,106 New
AF
70
Allworth Financial
California
$5.4M +$11.6K +349 +0.2%
Osaic Holdings
71
Osaic Holdings
Arizona
$5.03M -$5.68K -171 -0.1%
AR
72
Apeiron RIA
Texas
$4.63M +$4.68M +140,909 New
MFAM
73
M Financial Asset Management
Oregon
$4.49M +$1.41M +42,339 +45%
WF
74
WoodTrust Financial
Wisconsin
$4.31M -$33 -1 -0%
FEG
75
Fund Evaluation Group
Ohio
$4.08M -$6.08K -183 -0.1%

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.