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Dimensional International Value ETF
DFIV

Overview Fund Activity

308 hedge funds and large institutions have $2.41B invested in Dimensional International Value ETF in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 147 increasing their positions, 86 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+6
Holders Change %
+1.99%
% of All Funds
5.33%
Holding in Top 10
46
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.17%
% of All Funds
0.8%
New
35
Increased
147
Reduced
86
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$45.9M
2
FPAS
Focus Partners Advisor Solutions
Missouri
$113M
3
SC
Savant Capital
Illinois
$96.4M
4
CL
Choreo LLC
Illinois
$38.6M
5
NEWAS
N.E.W. Advisory Services
Wisconsin
$8.89M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$984K
2
OMC
Old Mission Capital
Illinois
$0
3
IFA
Index Fund Advisors
California
$84.5M
4
EW
Evoke Wealth
California
$275K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
3LCM
126
3D/L Capital Management
Connecticut
$1.92M +$3.68K +143 +0.2%
SWM
127
Soundmark Wealth Management
Washington
$1.92M -$42.3K -1,641 -2%
SWP
128
Stratos Wealth Partners
Ohio
$1.85M +$1.85M +71,664 New
SWM
129
Spire Wealth Management
Virginia
$1.79M -$707K -27,424 -28%
RFC
130
Regions Financial Corp
Alabama
$1.74M – – –
CFO
131
CVA Family Office
Colorado
$1.73M -$5.05M -196,205 -74%
CL
132
CPWM LLC
Washington
$1.7M +$1.05M +40,640 +161%
SSW
133
Stone Summit Wealth
Florida
$1.69M +$157K +6,103 +10%
JC
134
Jentner Corp
Ohio
$1.68M -$120K -4,672 -7%
VCM
135
Versant Capital Management
Arizona
$1.68M +$1.34K +52 +0.1%
TWP
136
TFO Wealth Partners
Ohio
$1.61M -$76.4K -2,967 -5%
SFP
137
Sterling Financial Planning
New Jersey
$1.6M +$1.18M +45,929 +282%
GTAM
138
Global Trust Asset Management
Florida
$1.6M +$226K +8,770 +17%
AWM
139
Avior Wealth Management
Nebraska
$1.51M +$66.5K +2,583 +5%
JWA
140
JFS Wealth Advisors
Pennsylvania
$1.44M +$12K +467 +0.8%
DPI
141
Diversified Portfolios Inc
Michigan
$1.42M -$109K -4,220 -7%
SPI
142
Sutton Place Investors
New York
$1.38M +$899K +34,912 +187%
SC
143
Schubert & Co
Texas
$1.36M +$80.3K +3,118 +6%
UCFA
144
United Capital Financial Advisors
Texas
$1.35M -$182K -7,077 -12%
CWS
145
Confluence Wealth Services
Pennsylvania
$1.34M +$1.34M +51,840 New
AWP
146
Abacus Wealth Partners
California
$1.32M -$562K -21,809 -30%
IAG
147
Investmark Advisory Group
Connecticut
$1.3M +$247K +9,577 +23%
ACP
148
Aviance Capital Partners
Florida
$1.29M +$1.29M +50,219 New
BFPW
149
BOK Financial Private Wealth
Colorado
$1.24M -$115K -4,452 -8%
RRC
150
Relaxing Retirement Coach
Massachusetts
$1.16M +$539K +20,926 +87%
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