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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 %
KCM
76
KM Capital Management
Texas
$11.9M 364,261 +45,521 +14%
SC
77
Shearwater Capital
Colorado
$11.8M 361,323 -7,187 -2%
AIM
78
Acropolis Investment Management
Missouri
$11.7M 359,133 +23,492 +7%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$11.6M 356,455 +15,070 +4%
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$11.6M 354,929 +237 +0.1%
DEM
81
Disciplined Equity Management
Florida
$11.4M 348,004 -3,684 -1%
CA
82
Claris Advisors
Missouri
$11.2M 344,814 +2,991 +0.9%
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$11.2M 344,408 +2,755 +0.8%
RK
84
Rather & Kittrell
Tennessee
$11.2M 342,557 -13,082 -4%
KAM
85
Kraft Asset Management
Tennessee
$10.7M 328,653 -7,307 -2%
PCA
86
Pallas Capital Advisors
Massachusetts
$10.5M 335,833 +17,418 +5%
CAN
87
Cetera Advisor Networks
California
$9.73M 298,255 +56,239 +23%
SP
88
Symmetry Partners
Connecticut
$9.4M 288,244 -12,609 -4%
AR
89
Apeiron RIA
Texas
$9.26M 283,951 +7,532 +3%
MWM
90
Meritas Wealth Management
California
$9.26M 283,883 +8,875 +3%
LFA
91
Lauterbach Financial Advisors
Texas
$8.97M 274,872 +1,094 +0.4%
BBNB
92
Baker Boyer National Bank
Washington
$8.63M 264,551 -5,566 -2%
CPA
93
Cardiff Park Advisors
California
$8.63M 264,449 -3,082 -1%
EH
94
Equitable Holdings
New York
$8.23M 252,403 +9,780 +4%
KAS
95
Kestra Advisory Services
Texas
$7.95M 243,599 +44,329 +22%
AL
96
Aspiriant LLC
California
$7.92M 242,891 -3,418 -1%
RWM
97
Ruedi Wealth Management
Illinois
$7.87M 241,116 +20,562 +9%
THL
98
Tillman Hartley LLC
Colorado
$7.73M 237,076 -1,168 -0.5%
FWP
99
Falcon Wealth Planning
California
$7.71M 236,215 +211,863 +870%
Stifel Financial
100
Stifel Financial
Missouri
$7.54M 231,040 -6,488 -3%
2 3
4
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