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Dimensional International Value ETF

248 hedge funds and large institutions have $2.46B invested in Dimensional International Value ETF in 2021 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 85 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

585% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 13

113% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 40

105% more funds holding in top 10

Funds holding in top 10: 2143 (+22)

50% more capital invested

Capital invested by funds: $1.65B → $2.46B (+$817M)

43% more funds holding

Funds holding: 173248 (+75)

20.32% more ownership

Funds ownership: 47.75%68.07% (+20%)

Holders
248
Holders Change
+75
Holders Change %
+43.35%
% of All Funds
3.82%
Holding in Top 10
43
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+104.76%
% of All Funds
0.66%
New
89
Increased
85
Reduced
40
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
101
Regions Financial Corp
Alabama
$2.23M +$2.25M +67,907 New
RWA
102
RGT Wealth Advisors
Texas
$2.22M +$2.25M +67,672 New
CL
103
CPWM LLC
Washington
$2.17M
BFPW
104
BOK Financial Private Wealth
Colorado
$2.04M
AF
105
Advisornet Financial
Minnesota
$1.94M +$10.3K +309 +0.5%
KAS
106
Kestra Advisory Services
Texas
$1.91M +$384K +11,556 +25%
UCFA
107
United Capital Financial Advisors
Texas
$1.8M +$9.13K +275 +0.5%
DPI
108
Diversified Portfolios Inc
Michigan
$1.8M
RJFSA
109
Raymond James Financial Services Advisors
Florida
$1.8M +$117K +3,527 +7%
JWA
110
JFS Wealth Advisors
Pennsylvania
$1.79M +$37.1K +1,119 +2%
AWM
111
Avior Wealth Management
Nebraska
$1.77M -$30.9K -931 -2%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$1.77M
QC
113
Quent Capital
New York
$1.53M +$1.55M +46,626 New
BAM
114
Baldrige Asset Management
Pennsylvania
$1.49M -$19.2K -577 -1%
AIS
115
American Investment Services
Massachusetts
$1.34M +$73.5K +2,215 +6%
MG
116
Mather Group
Illinois
$1.26M +$629K +18,945 +97%
AC
117
Applied Capital
Arkansas
$1.23M +$1.25M +37,596 New
AWA
118
Arete Wealth Advisors
Illinois
$1.22M +$13.7K +412 +1%
EIG
119
Ellenbecker Investment Group
Wisconsin
$1.22M -$70.3K -2,118 -5%
JMPWA
120
JP Morgan Private Wealth Advisors
California
$1.18M +$30.4K +915 +3%
BJL
121
Brighton Jones LLC
Washington
$1.14M +$7.67K +231 +0.7%
MCM
122
MAI Capital Management
Ohio
$1.1M +$996 +30 +0.1%
SW
123
SVB Wealth
Massachusetts
$1.09M +$526K +15,853 +92%
AFAS
124
Acorn Financial Advisory Services
Virginia
$1.07M -$73.6K -2,216 -6%
BFC
125
Bedel Financial Consulting
Indiana
$1.06M +$337K +10,160 +46%

DFIV Hedge Fund Activity: Q4 2021 in Review

248 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q4 2021, worth a combined $2.46B — up 50% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new DFIV positions and 13 closed out — a net gain of 76 holders — while 85 added to existing stakes and 40 trimmed.

The largest buyer was Jane Street, adding an estimated $19.2M. The largest seller was LPL Financial, cutting an estimated $19.8M.

  • 248 institutional investors held Dimensional International Value ETF (DFIV) as of Q4 2021, up from 173 in Q3 2021.
  • Funds reported $2.46B of Dimensional International Value ETF stock for Q4 2021, up 50% quarter-over-quarter.
  • 89 funds opened new Dimensional International Value ETF positions in Q4 2021 and 13 closed out, a net change of +76 holders.
  • The largest Dimensional International Value ETF buyer in Q4 2021 was Jane Street, an estimated $19.2M added.
  • The largest Dimensional International Value ETF seller in Q4 2021 was LPL Financial, an estimated $19.8M sold.

Based on aggregated 13F filings for Q4 2021.