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Dimensional International Value ETF
DFIV

264 hedge funds and large institutions have $2.61B invested in Dimensional International Value ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 117 increasing their positions, 56 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 56

64% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 28

6% more funds holding

Funds holding: 248 → 264 (+16)

6% more capital invested

Capital invested by funds: $2.46B → $2.61B (+$145M)

2.22% less ownership

Funds ownership: 68.07% → 65.86% (-2.2%)

2% less funds holding in top 10

Funds holding in top 10: 43 → 42 (-1)

Holders
264
Holders Change
+16
Holders Change %
+6.45%
% of All Funds
4.16%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.66%
New
46
Increased
117
Reduced
56
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Wealth Architects
California
+$24.6M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$15.3M
3
HighTower Advisors
HighTower Advisors
Illinois
+$11.6M
4
JTWM
Jackson Thornton Wealth Management
Alabama
+$11.5M
5
MPM
MBB Public Markets
Illinois
+$10.7M

Top Sellers

Rank Fund Capital Flow
1
PCI
Planning Center Inc
Illinois
-$16.7M
2
Jane Street
Jane Street
New York
-$16.4M
3
MAM
McLean Asset Management
Virginia
-$15.2M
4
PWM
PBMares Wealth Management
Virginia
-$12.3M
5
LPL Financial
LPL Financial
California
-$12M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
101
TFO Wealth Partners
Ohio
$2.48M +$34.1K +1,012 +1%
3LCM
102
3D/L Capital Management
Connecticut
$2.47M +$33.9K +1,005 +1%
BPA
103
Beacon Pointe Advisors
California
$2.42M +$2.44M +72,439 New
RWA
104
RGT Wealth Advisors
Texas
$2.42M +$159K +4,718 +7%
AF
105
Advisornet Financial
Minnesota
$2.41M +$438K +12,985 +22%
RFC
106
Regions Financial Corp
Alabama
$2.27M – – –
CL
107
CPWM LLC
Washington
$2.25M +$24.8K +736 +1%
QC
108
Quent Capital
New York
$2.23M +$676K +20,036 +43%
CI
109
Cordant Inc
Oregon
$2.21M -$870K -25,785 -28%
Mariner
110
Mariner
Kansas
$2.19M +$1.67M +49,508 +308%
CL
111
COWA LLC
Oklahoma
$2.13M +$2.14M +63,417 New
OMC
112
Old Mission Capital
Illinois
$2.07M +$2.08M +61,742 New
BFPW
113
BOK Financial Private Wealth
Colorado
$2.02M -$60.7K -1,800 -3%
LWP
114
Laurel Wealth Planning
Minnesota
$1.9M +$1.92M +56,858 New
UCFA
115
United Capital Financial Advisors
Texas
$1.87M +$33.3K +988 +2%
DPI
116
Diversified Portfolios Inc
Michigan
$1.83M – – –
JWA
117
JFS Wealth Advisors
Pennsylvania
$1.83M +$1.11K +33 +0.1%
BWM
118
BlackDiamond Wealth Management
New York
$1.81M +$1.83M +54,102 New
AWM
119
Avior Wealth Management
Nebraska
$1.81M +$3.21K +95 +0.2%
SW
120
SVB Wealth
Massachusetts
$1.73M +$630K +18,681 +56%
PP
121
PrairieView Partners
Minnesota
$1.7M +$1.38M +40,955 +422%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$1.65M -$149K -4,402 -8%
FTUS
123
Flow Traders U.S.
New York
$1.57M +$1.59M +46,973 New
SSW
124
Stone Summit Wealth
Florida
$1.54M +$1.02M +30,374 +198%
JMPWA
125
JP Morgan Private Wealth Advisors
California
$1.52M +$321K +9,498 +26%
3 4
5
6 7

DFIV Hedge Fund Activity: Q1 2022 in Review

264 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q1 2022, worth a combined $2.61B — up 5.9% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new DFIV positions and 28 closed out — a net gain of 18 holders — while 117 added to existing stakes and 56 trimmed.

The largest buyer was Wealth Architects, adding an estimated $24.6M. The largest seller was Planning Center Inc, exiting entirely with an estimated $16.7M sold.

  • 264 institutional investors held Dimensional International Value ETF (DFIV) as of Q1 2022, up from 248 in Q4 2021.
  • Funds reported $2.61B of Dimensional International Value ETF stock for Q1 2022, up 5.9% quarter-over-quarter.
  • 46 funds opened new Dimensional International Value ETF positions in Q1 2022 and 28 closed out, a net change of +18 holders.
  • The largest Dimensional International Value ETF buyer in Q1 2022 was Wealth Architects, an estimated $24.6M added.
  • The largest Dimensional International Value ETF seller in Q1 2022 was Planning Center Inc, an estimated $16.7M sold.

Based on aggregated 13F filings for Q1 2022.