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Dimensional International Value ETF
DFIV

Overview Fund Activity

302 hedge funds and large institutions have $2.5B invested in Dimensional International Value ETF in 2022 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 121 increasing their positions, 70 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+38
Holders Change %
+14.39%
% of All Funds
5.11%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
0.81%
New
68
Increased
121
Reduced
70
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFO
Pathstone Family Office
New Jersey
$23.4M
2
Northern Trust
Northern Trust
Illinois
$141M
3
FMWA
Forvis Mazars Wealth Advisors
Missouri
$20M
4
TLFA
True Link Financial Advisors
California
$18.8M
5
MSWMA
Market Street Wealth Management Advisors
Indiana
$16.4M

Top Sellers

1
WA
Wealth Architects
California
$18.2M
2
EVM
Eaton Vance Management
Massachusetts
$0
3
HighTower Advisors
HighTower Advisors
Illinois
$6.76M
4
RVPG
Relative Value Partners Group
$7.45M
5
JTWM
Jackson Thornton Wealth Management
Alabama
$38.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
126
Tobias Financial Advisors
Florida
$2.09M +$2.09M +72,430 New
ACM
127
Armbruster Capital Management
New York
$2.08M +$1.73M +59,825 +490%
JC
128
Jentner Corp
Ohio
$2.02M +$2.02M +69,972 New
BRC
129
Bell Rock Capital
Delaware
$2.02M +$2.02M +69,972 New
RFC
130
Regions Financial Corp
Alabama
$1.96M -$4.97K -172 -0.3%
TWP
131
TFO Wealth Partners
Ohio
$1.89M -$250K -8,657 -12%
VCM
132
Versant Capital Management
Arizona
$1.88M -$386K -13,353 -17%
UCFA
133
United Capital Financial Advisors
Texas
$1.72M +$111K +3,853 +7%
SSW
134
Stone Summit Wealth
Florida
$1.72M +$399K +13,808 +30%
DPI
135
Diversified Portfolios Inc
Michigan
$1.71M +$126K +4,370 +8%
AWM
136
Avior Wealth Management
Nebraska
$1.62M +$58.8K +2,037 +4%
JWA
137
JFS Wealth Advisors
Pennsylvania
$1.6M +$21.9K +758 +1%
MCA
138
Maryland Capital Advisors
Maryland
$1.58M +$849K +29,403 +117%
GTAM
139
Global Trust Asset Management
Florida
$1.54M +$1.25M +43,343 +442%
BFPW
140
BOK Financial Private Wealth
Colorado
$1.52M -$219K -7,589 -13%
SW
141
SVB Wealth
Massachusetts
$1.5M -$751 -26 -0.1%
RWA
142
RGT Wealth Advisors
Texas
$1.47M -$624K -21,605 -30%
SC
143
Schubert & Co
Texas
$1.43M +$355K +12,277 +33%
TWP
144
Total Wealth Planning
Ohio
$1.36M +$1.36M +46,980 New
HT
145
HAP Trading
New York
$1.34M +$1.34M +46,352 New
JPMPWA
146
J.P. Morgan Private Wealth Advisors
California
$1.31M -$5.63K -195 -0.4%
BAM
147
Baldrige Asset Management
Pennsylvania
$1.25M -$54.6K -1,889 -4%
SAS
148
Sanford Advisory Services
Michigan
$1.25M +$1.25M +43,161 New
AIS
149
American Investment Services
Massachusetts
$1.24M +$509K +17,619 +70%
TIM
150
Tortoise Investment Management
New York
$1.23M +$828K +28,660 +207%
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