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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 %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$20M 612,113 +18,649 +3%
WA
52
Wealth Architects
California
$18.8M 577,798 +26,064 +5%
CPA
53
Capital Performance Advisors
California
$18.1M 555,129 +4,863 +0.9%
TWP
54
Total Wealth Planning
Ohio
$18.1M 554,677 +51,158 +10%
SFA
55
Sequoia Financial Advisors
Ohio
$17.7M 542,334 -3,259 -0.6%
MSWM
56
McGlone Suttner Wealth Management
Wisconsin
$16.7M 512,860 +16,733 +3%
BAM
57
Bayshore Asset Management
Florida
$16.6M 508,568 -8,976 -2%
Bank of America
58
Bank of America
North Carolina
$15.5M 474,848 +47,142 +11%
FFM
59
Forum Financial Management
Illinois
$15.3M 468,800 -4,766 -1%
EWA
60
Exencial Wealth Advisors
Oklahoma
$15.1M 462,618 +26,299 +6%
CIAS
61
CFS Investment Advisory Services
New Jersey
$15M 459,415 +43,048 +10%
LFP
62
Lakeshore Financial Planning
Michigan
$14.7M 450,821 +450,821 New
NEWAS
63
N.E.W. Advisory Services
Wisconsin
$13.8M 423,284 +25,416 +6%
MAM
64
McLean Asset Management
Virginia
$13.4M 411,171 -554 -0.1%
WFAG
65
Wescott Financial Advisory Group
Pennsylvania
$13.3M 408,322 +6,660 +2%
PWM
66
PBMares Wealth Management
Virginia
$13.3M 407,874 -22,093 -5%
CWS
67
Confluence Wealth Services
Pennsylvania
$13.2M 404,417 +73,990 +22%
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$13.1M 402,769 +53,308 +15%
DWM
69
Dopkins Wealth Management
New York
$12.8M 393,344 +51,611 +15%
TFA
70
Trinity Financial Advisors
Ohio
$12.8M 391,818 +67,821 +21%
B
71
Bridgeworth
Alabama
$12.8M 391,439 +28,465 +8%
PFO
72
Pathstone Family Office
New Jersey
$12.5M 383,084 -36,173 -9%
FWM
73
Fortress Wealth Management
California
$12.4M 381,581 +5,642 +2%
IWC
74
Integrated Wealth Concepts
Massachusetts
$12.4M 380,039 +1,045 +0.3%
1WM
75
1900 Wealth Management
Texas
$12.1M 369,691 +98,976 +37%
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