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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
IF
101
Ironwood Financial
Arizona
$525K +$530K +16,029 New
ADL
102
Asset Dedication LLC
California
$519K +$524K +15,861 New
DWT
103
Dorsey & Whitney Trust
South Dakota
$514K +$519K +15,694 New
FOA
104
Five Oceans Advisors
California
$495K +$499K +15,103 New
MA
105
Montag & Associates
Georgia
$492K +$496K +15,012 New
CPIG
106
Chicago Partners Investment Group
Illinois
$488K +$476K +14,414 New
CI
107
Cordant Inc
Oregon
$484K +$488K +14,781 New
W
108
WealthOne
New York
$467K +$472K +14,276 New
BP
109
Ballentine Partners
Massachusetts
$464K +$468K +14,161 New
PAG
110
Private Advisor Group
New Jersey
$464K +$469K +14,182 New
RCAG
111
Rehmann Capital Advisory Group
Michigan
$421K +$424K +12,844 New
PWA
112
Physician Wealth Advisors
Utah
$420K +$407K +12,332 New
UBS Group
113
UBS Group
Switzerland
$413K +$417K +12,612 New
OPS
114
Orion Portfolio Solutions
Nebraska
$396K +$400K +12,095 New
Stifel Financial
115
Stifel Financial
Missouri
$381K +$384K +11,628 New
CFGS
116
Concourse Financial Group Securities
Alabama
$381K +$385K +11,640 New
SIAG
117
Safeguard Investment Advisory Group
California
$378K +$382K +11,563 New
Jane Street
118
Jane Street
New York
$362K +$365K +11,046 New
AAS
119
Avantax Advisory Services
Texas
$354K +$354K +10,724 New
CWA
120
Clarus Wealth Advisors
Arizona
$351K +$350K +10,607 New
CFG
121
Citizens Financial Group
Rhode Island
$318K +$321K +9,703 New
PP
122
PrairieView Partners
Minnesota
$318K +$321K +9,706 New
KA
123
Klingman & Associates
New York
$318K +$321K +9,721 New
FT
124
Fiduciary Trust
Massachusetts
$296K +$299K +9,036 New
USCWA
125
U.S. Capital Wealth Advisors
Texas
$289K +$292K +8,828 New
3 4
5
6 7

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.