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Dimensional International Value ETF
DFIV

Overview Fund Activity

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
Holders
248
Holders Change
+75
Holders Change %
+43.35%
% of All Funds
3.83%
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
–

Top Buyers

1
Jane Street
Jane Street
New York
$19.3M
2
SFA
Sequoia Financial Advisors
Ohio
$15M
3
EVM
Eaton Vance Management
Massachusetts
$10.1M
4
RVPG
Relative Value Partners Group
$9.73M
5
SC
Savant Capital
Illinois
$93.8M

Top Sellers

1
LPL Financial
LPL Financial
California
$12M
2
EWA
Exencial Wealth Advisors
Oklahoma
$5.7M
3
Northern Trust
Northern Trust
Illinois
$146M
4
FTUS
Flow Traders U.S.
New York
$0
5
OMC
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FSWA
126
Financial Synergies Wealth Advisors
Texas
$990K +$14.6K +444 +1%
LFS
127
Lutz Financial Services
Nebraska
$989K -$13.4K -409 -1%
BTWM
128
Baker Tilly Wealth Management
Wisconsin
$980K +$10.8K +329 +1%
KF
129
Krilogy Financial
Missouri
$961K +$4.66K +142 +0.5%
Susquehanna International Group
130
Susquehanna International Group
Pennsylvania
$936K +$936K +28,519 New
GAM
131
Gemmer Asset Management
California
$912K +$912K +27,800 New
VFA
132
Valeo Financial Advisors
Indiana
$878K -$207K -6,314 -19%
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$870K +$61.5K +1,874 +8%
UBS Group
134
UBS Group
Switzerland
$828K +$414K +12,629 +100%
Baird Financial Group
135
Baird Financial Group
Wisconsin
$792K – – –
FWP
136
Falcon Wealth Planning
California
$789K +$789K +24,025 New
LFA
137
Level Financial Advisors
New York
$750K +$750K +22,848 New
NHC
138
Nicholas Hoffman & Company
Georgia
$729K +$729K +22,217 New
ASI
139
Advisory Services & Investments
Oregon
$718K +$48.1K +1,466 +7%
AFS
140
Annapolis Financial Services
Maryland
$693K +$17.1K +520 +3%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$688K +$573K +17,491 +500%
Bank of New York Mellon
142
Bank of New York Mellon
New York
$681K +$681K +20,740 New
SC
143
Schubert & Co
Texas
$677K +$677K +20,636 New
RPCA
144
Running Point Capital Advisors
California
$675K +$11.3K +344 +2%
WCA
145
Windsor Creek Advisors
Vermont
$653K +$653K +20,000 New
CAN
146
Cetera Advisor Networks
California
$632K +$44.3K +1,348 +8%
ZF
147
Zhang Financial
Michigan
$620K +$11.2K +342 +2%
KeyBank National Association
148
KeyBank National Association
Ohio
$618K – – –
MA
149
MUFG Americas
New York
$604K – – –
FWM
150
Fortress Wealth Management
California
$593K +$593K +18,076 New
4 5
6
7 8