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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 %
DWA
126
Delap Wealth Advisory
Oregon
$3.2M +$3.2M +105,313 New
EWA
127
EverSource Wealth Advisors
Alabama
$3.19M +$730 +24 +0%
ACM
128
Armbruster Capital Management
New York
$3.11M +$214K +7,025 +7%
MCA
129
Maryland Capital Advisors
Maryland
$3.07M +$360K +11,854 +13%
RLWM
130
RF&L Wealth Management
Massachusetts
$2.98M +$2.98M +97,973 New
AC
131
AWM Capital
Arizona
$2.94M -$7.02K -231 -0.2%
VWA
132
Visionary Wealth Advisors
Illinois
$2.92M +$2.92M +95,956 New
WPW
133
Watershed Private Wealth
Illinois
$2.87M +$2.87M +94,298 New
LG
134
LAM Group
Oregon
$2.82M +$2.82M +92,910 New
FWS
135
FinDec Wealth Services
California
$2.8M +$2.8M +92,159 New
AA
136
Advisory Alpha
Michigan
$2.75M +$327K +10,772 +14%
Cetera Investment Advisers
137
Cetera Investment Advisers
Illinois
$2.74M +$142K +4,662 +5%
FF
138
Financial Futures
New Jersey
$2.74M +$25.6K +843 +0.9%
RRC
139
Relaxing Retirement Coach
Massachusetts
$2.69M +$1.32M +43,492 +96%
RLIM
140
Red Lighthouse Investment Management
New York
$2.65M +$2.65M +87,180 New
GJIA
141
Glass Jacobson Investment Advisors
Maryland
$2.63M +$2.63M +86,585 New
FWM
142
FMB Wealth Management
California
$2.6M +$2.6M +85,472 New
LWP
143
Laurel Wealth Planning
Minnesota
$2.57M -$86.9K -2,860 -3%
SIS
144
Strategic Investment Solutions
Illinois
$2.52M +$2.52M +76,063 New
PWIA
145
Porter White Investment Advisors
Alabama
$2.51M +$2.51M +82,670 New
PO
146
Private Ocean
California
$2.46M -$17.8K -584 -0.7%
AP
147
Adero Partners
California
$2.38M -$882 -29 -0%
SWP
148
Stratos Wealth Partners
Ohio
$2.38M +$199K +6,547 +9%
SWM
149
Spire Wealth Management
Virginia
$2.27M +$165K +5,430 +8%
3LCM
150
3D/L Capital Management
Connecticut
$2.2M -$63.2K -2,078 -3%
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