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Dimensional International Value ETF
DFIV

173 hedge funds and large institutions have $1.65B invested in Dimensional International Value ETF in 2021 Q3 according to their latest regulatory filings, with 173 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

47.75% more ownership

Funds ownership: 0% → 47.75% (+48%)

Holders
173
Holders Change
+173
Holders Change %
–
% of All Funds
3.03%
Holding in Top 10
21
Holding in Top 10 Change
+21
Holding in Top 10 Change %
% of All Funds
0.37%
New
173
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BSW
Buckingham Strategic Wealth
Missouri
+$321M
2
Northern Trust
Northern Trust
Illinois
+$154M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$126M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$100M
5
SC
Savant Capital
Illinois
+$86.7M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
JMPWA
76
JP Morgan Private Wealth Advisors
California
$1.15M +$1.15M +34,955 New
AFAS
77
Acorn Financial Advisory Services
Virginia
$1.14M +$1.15M +34,789 New
BJL
78
Brighton Jones LLC
Washington
$1.13M +$1.14M +34,532 New
MCM
79
MAI Capital Management
Ohio
$1.1M +$1.11M +33,638 New
VFA
80
Valeo Financial Advisors
Indiana
$1.08M +$1.09M +33,081 New
BFG
81
Beacon Financial Group
Texas
$1.01M +$1.28M +38,876 New
LFS
82
Lutz Financial Services
Nebraska
$1M +$1.01M +30,554 New
FSWA
83
Financial Synergies Wealth Advisors
Texas
$973K +$982K +29,711 New
BTWM
84
Baker Tilly Wealth Management
Wisconsin
$967K +$976K +29,546 New
KF
85
Krilogy Financial
Missouri
$954K +$963K +29,142 New
IWC
86
Integrated Wealth Concepts
Massachusetts
$809K +$816K +24,710 New
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$808K +$815K +24,652 New
Baird Financial Group
88
Baird Financial Group
Wisconsin
$790K +$797K +24,121 New
BFC
89
Bedel Financial Consulting
Indiana
$730K +$736K +22,290 New
AFS
90
Annapolis Financial Services
Maryland
$674K +$680K +20,590 New
ASI
91
Advisory Services & Investments
Oregon
$668K +$674K +20,405 New
RPCA
92
Running Point Capital Advisors
California
$662K +$668K +20,232 New
MG
93
Mather Group
Illinois
$640K +$646K +19,551 New
KeyBank National Association
94
KeyBank National Association
Ohio
$616K +$622K +18,816 New
ZF
95
Zhang Financial
Michigan
$607K +$612K +18,537 New
MA
96
MUFG Americas
New York
$603K +$608K +18,405 New
CAN
97
Cetera Advisor Networks
California
$586K +$591K +17,898 New
First Manhattan
98
First Manhattan
New York
$584K +$590K +17,861 New
SW
99
SVB Wealth
Massachusetts
$565K +$570K +17,248 New
DAS
100
Dynamic Advisor Solutions
Arizona
$563K +$568K +17,204 New
2 3
4
5 6

DFIV Hedge Fund Activity: Q3 2021 in Review

173 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q3 2021, worth a combined $1.65B.

Buyers outnumbered sellers: 173 funds opened new DFIV positions and 0 closed out — a net gain of 173 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Buckingham Strategic Wealth, opening a new position worth an estimated $321M.

  • 173 institutional investors held Dimensional International Value ETF (DFIV) as of Q3 2021, up from 0 in Q2 2021.
  • Funds reported $1.65B of Dimensional International Value ETF stock for Q3 2021.
  • 173 funds opened new Dimensional International Value ETF positions in Q3 2021 and 0 closed out, a net change of +173 holders.
  • The largest Dimensional International Value ETF buyer in Q3 2021 was Buckingham Strategic Wealth, an estimated $321M added.

Based on aggregated 13F filings for Q3 2021.