Dimensional International Value ETF
DFIV
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.
150% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 18
72% more repeat investments, than reductions
Existing positions increased: 179 | Existing positions reduced: 104
9% more capital invested
Capital invested by funds: $3.32B → $3.63B (+$307M)
6% more funds holding in top 10
Funds holding in top 10: 66 → 70 (+4)
5% more funds holding
Funds holding: 370 → 389 (+19)
0.07% more ownership
Funds ownership: 73.55% → 73.63% (+0.07%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$60.2M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$38.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$36.6M |
| 4 |
Jane Street
New York
|
+$36.5M |
| 5 |
CL
COWA LLC
Tulsa,
Oklahoma
|
+$35.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$23.7M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$22.2M |
| 3 |
TWP
TFO Wealth Partners
Maumee,
Ohio
|
-$19.4M |
| 4 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$10.5M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$8.82M |
DFIV Hedge Fund Activity: Q1 2023 in Review
389 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q1 2023, worth a combined $3.63B — up 9.3% from $3.32B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new DFIV positions and 18 closed out — a net gain of 27 holders — while 179 added to existing stakes and 104 trimmed.
The largest buyer was Cerity Partners, adding an estimated $60.2M. The largest seller was EP Wealth Advisors, cutting an estimated $23.7M.
- 389 institutional investors held Dimensional International Value ETF (DFIV) as of Q1 2023, up from 370 in Q4 2022.
- Funds reported $3.63B of Dimensional International Value ETF stock for Q1 2023, up 9.3% quarter-over-quarter.
- 45 funds opened new Dimensional International Value ETF positions in Q1 2023 and 18 closed out, a net change of +27 holders.
- The largest Dimensional International Value ETF buyer in Q1 2023 was Cerity Partners, an estimated $60.2M added.
- The largest Dimensional International Value ETF seller in Q1 2023 was EP Wealth Advisors, an estimated $23.7M sold.
Based on aggregated 13F filings for Q1 2023.