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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 %
PWM
51
PBMares Wealth Management
Virginia
$13.5M -$362K -11,904 -3%
MSWM
52
McGlone Suttner Wealth Management
Wisconsin
$13M +$13M +428,292 New
KAM
53
Kraft Asset Management
Tennessee
$12.4M +$882 +29 +0%
NEWAS
54
N.E.W. Advisory Services
Wisconsin
$12.3M +$1.83M +60,247 +17%
WFAG
55
Wescott Financial Advisory Group
Pennsylvania
$12.3M +$819K +26,944 +7%
EWA
56
Exencial Wealth Advisors
Oklahoma
$12M +$4.07M +133,731 +51%
SC
57
Shearwater Capital
Colorado
$11.6M -$219K -7,179 -2%
CIAS
58
CFS Investment Advisory Services
New Jersey
$11.5M -$7.71M -253,591 -40%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$11.1M -$458K -15,055 -4%
RK
60
Rather & Kittrell
Tennessee
$11M -$2.99M -98,414 -21%
DWP
61
Destiny Wealth Partners
Florida
$10.9M +$10.9M +359,585 New
DEM
62
Disciplined Equity Management
Florida
$10.9M -$103K -3,394 -0.9%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$10.9M +$4.41M +145,166 +68%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$10.6M -$71.2K -2,341 -0.7%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$10.5M +$2.82M +92,607 +36%
CA
66
Claris Advisors
Missouri
$10.4M +$160K +5,269 +2%
DWM
67
Dopkins Wealth Management
New York
$10.3M +$153K +5,049 +2%
AAS
68
Avantax Advisory Services
Texas
$10.2M -$518K -17,025 -5%
SP
69
Symmetry Partners
Connecticut
$10.1M +$410K +13,488 +4%
LFA
70
Lauterbach Financial Advisors
Texas
$8.52M +$147K +4,844 +2%
BPA
71
Beacon Pointe Advisors
California
$8.51M +$1.87M +61,646 +28%
FWM
72
Fortress Wealth Management
California
$8.48M +$1.15M +37,706 +16%
BBNB
73
Baker Boyer National Bank
Washington
$8.43M -$133K -4,384 -2%
CWS
74
Confluence Wealth Services
Pennsylvania
$8.35M +$6.78M +222,908 +430%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$8.11M +$2.73M +89,738 +51%
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