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Dimensional International Value ETF
DFIV

Overview Fund Activity

370 hedge funds and large institutions have $3.32B invested in Dimensional International Value ETF in 2022 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 149 increasing their positions, 92 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+62
Holders Change %
+20.13%
% of All Funds
5.97%
Holding in Top 10
66
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+43.48%
% of All Funds
1.06%
New
87
Increased
149
Reduced
92
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$105M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$39.5M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$129M
4
Bank of America
4
Bank of America
North Carolina
$26M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$142M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$58.5M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$89.5M
3
CIAS
3
CFS Investment Advisory Services
New Jersey
$11.5M
4
Jane Street
4
Jane Street
New York
$570K
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
101
Disciplined Investments
Oklahoma
$5.13M +$138K +4,544 +3%
M&T Bank
102
M&T Bank
New York
$5.07M +$19.2K +630 +0.4%
Osaic Holdings
103
Osaic Holdings
Arizona
$4.98M -$41.3K -1,358 -0.8%
JPMorgan Chase & Co
104
JPMorgan Chase & Co
New York
$4.89M +$4.89M +160,855 New
LFG
105
Larson Financial Group
Missouri
$4.78M -$378K -12,433 -7%
V
106
VeraBank
Texas
$4.66M +$4.66M +153,171 New
WRPWM
107
Werba Rubin Papier Wealth Management
California
$4.55M +$4.55M +149,585 New
CL
108
COWA LLC
Oklahoma
$4.43M +$348K +11,457 +9%
KCM
109
KM Capital Management
Texas
$4.43M +$4.43M +145,633 New
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$4.26M -$199K -6,535 -4%
MFAM
111
M Financial Asset Management
Oregon
$4.19M +$93.3K +3,056 +2%
KAS
112
Kestra Advisory Services
Texas
$4.17M -$921K -30,308 -18%
CAM
113
Cresset Asset Management
Illinois
$4.13M -$105K -3,466 -2%
PFM
114
Phillips Financial Management
Indiana
$4.04M -$309K -10,164 -7%
NWM
115
Northwest Wealth Management
Iowa
$4.04M +$828K +27,239 +26%
BAG
116
Briggs Advisory Group
Rhode Island
$4.01M +$297K +9,773 +8%
TFA
117
Tobias Financial Advisors
Florida
$3.97M +$1.45M +47,795 +58%
FEG
118
Fund Evaluation Group
Ohio
$3.74M – – –
GCM
119
G2 Capital Management
Ohio
$3.72M -$10.7K -352 -0.3%
CI
120
Cordant Inc
Oregon
$3.72M +$318K +10,468 +9%
WT
121
Whittier Trust
California
$3.62M – – –
SFP
122
Sterling Financial Planning
New Jersey
$3.41M +$1.52M +49,936 +80%
AAM
123
Austin Asset Management
Texas
$3.4M – – –
MFT
124
Moisand Fitzgerald Tamayo
Florida
$3.36M -$113K -3,716 -3%
Mariner
125
Mariner
Kansas
$3.31M -$1.51M -49,596 -31%
3 4
5
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