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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 %
PWM
51
PBMares Wealth Management
Virginia
$14.1M -$282K -8,740 -2%
BPA
52
Beacon Pointe Advisors
California
$13.9M +$4.87M +150,968 +54%
TWP
53
Total Wealth Planning
Ohio
$13.6M +$5.09M +158,037 +60%
MAM
54
McLean Asset Management
Virginia
$13.4M -$2.86M -88,601 -18%
CIAS
55
CFS Investment Advisory Services
New Jersey
$13.2M +$1.01M +31,334 +8%
EWA
56
Exencial Wealth Advisors
Oklahoma
$13.1M +$370K +11,484 +3%
NEWAS
57
N.E.W. Advisory Services
Wisconsin
$12.8M -$273K -8,473 -2%
WFAG
58
Wescott Financial Advisory Group
Pennsylvania
$12.7M -$336K -10,430 -3%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$12.7M +$1.49M +46,211 +13%
DWP
60
Destiny Wealth Partners
Florida
$12.6M +$1.03M +31,823 +9%
SC
61
Shearwater Capital
Colorado
$12.1M -$178K -5,512 -1%
KAM
62
Kraft Asset Management
Tennessee
$12M -$1.16M -35,912 -9%
RK
63
Rather & Kittrell
Tennessee
$11.7M +$2.26K +70 +0%
IWC
64
Integrated Wealth Concepts
Massachusetts
$11.7M +$11.3M +351,119 +2,923%
DEM
65
Disciplined Equity Management
Florida
$11.4M -$212K -6,587 -2%
RJA
66
Raymond James & Associates
Florida
$11.3M +$5.5M +170,790 +95%
VFP
67
Verus Financial Partners
Virginia
$11.3M +$4.09M +125,559 +57%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$11.3M +$60.3K +1,871 +0.5%
FWM
69
Fortress Wealth Management
California
$10.9M +$1.86M +57,842 +21%
CA
70
Claris Advisors
Missouri
$10.8M -$201K -6,228 -2%
DWM
71
Dopkins Wealth Management
New York
$10.7M -$203K -6,298 -2%
PFO
72
Pathstone Family Office
New Jersey
$10.7M -$10.5M -324,401 -49%
SP
73
Symmetry Partners
Connecticut
$10.4M -$253K -7,872 -2%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$10.3M +$1.67M +51,747 +19%
CWS
75
Confluence Wealth Services
Pennsylvania
$9.93M +$1.07M +33,347 +12%
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