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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
FSWA
126
Financial Synergies Wealth Advisors
Texas
$990K +$14.7K +444 +1%
LFS
127
Lutz Financial Services
Nebraska
$989K -$13.6K -409 -1%
BTWM
128
Baker Tilly Wealth Management
Wisconsin
$980K +$10.9K +329 +1%
KF
129
Krilogy Financial
Missouri
$961K +$4.71K +142 +0.5%
Susquehanna International Group
130
Susquehanna International Group
Pennsylvania
$936K +$947K +28,519 New
GAM
131
Gemmer Asset Management
California
$912K +$923K +27,800 New
VFA
132
Valeo Financial Advisors
Indiana
$878K -$210K -6,314 -19%
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$870K +$62.2K +1,874 +8%
UBS Group
134
UBS Group
Switzerland
$828K +$419K +12,629 +100%
Baird Financial Group
135
Baird Financial Group
Wisconsin
$792K
FWP
136
Falcon Wealth Planning
California
$789K +$798K +24,025 New
LFA
137
Level Financial Advisors
New York
$750K +$758K +22,848 New
NHC
138
Nicholas Hoffman & Company
Georgia
$729K +$738K +22,217 New
ASI
139
Advisory Services & Investments
Oregon
$718K +$48.7K +1,466 +7%
AFS
140
Annapolis Financial Services
Maryland
$693K +$17.3K +520 +3%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$688K +$581K +17,491 +500%
Bank of New York Mellon
142
Bank of New York Mellon
New York
$681K +$688K +20,740 New
SC
143
Schubert & Co
Texas
$677K +$685K +20,636 New
RPCA
144
Running Point Capital Advisors
California
$675K +$11.4K +344 +2%
WCA
145
Windsor Creek Advisors
Vermont
$653K +$664K +20,000 New
CAN
146
Cetera Advisor Networks
California
$632K +$44.7K +1,348 +8%
ZF
147
Zhang Financial
Michigan
$620K +$11.4K +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 +$600K +18,076 New

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.