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Dimensional International Value ETF
DFIV

Overview Fund Activity

389 hedge funds and large institutions have $3.63B invested in Dimensional International Value ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 179 increasing their positions, 104 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+19
Holders Change %
+5.14%
% of All Funds
6.23%
Holding in Top 10
70
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.06%
% of All Funds
1.12%
New
45
Increased
179
Reduced
104
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$60.5M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$175M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$187M
4
Jane Street
Jane Street
New York
$37.1M
5
Northern Trust
Northern Trust
Illinois
$212M

Top Sellers

1
EWA
EP Wealth Advisors
California
$228K
2
Creative Planning
Creative Planning
Kansas
$89.6M
3
TWP
TFO Wealth Partners
Ohio
$1.65M
4
PFO
Pathstone Family Office
New Jersey
$10.7M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$33M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPW
126
Watershed Private Wealth
Illinois
$3.61M +$569K +17,651 +19%
RRC
127
Relaxing Retirement Coach
Massachusetts
$3.55M +$697K +21,620 +24%
Mariner
128
Mariner
Kansas
$3.5M -$2.13K -66 -0.1%
EWA
129
EverSource Wealth Advisors
Alabama
$3.38M -$6K -186 -0.2%
SWM
130
Spire Wealth Management
Virginia
$3.35M +$941K +29,211 +39%
LWP
131
Laurel Wealth Planning
Minnesota
$3.35M +$618K +19,180 +23%
AC
132
AWM Capital
Arizona
$3.33M +$216K +6,717 +7%
MCA
133
Maryland Capital Advisors
Maryland
$3.3M +$45.3K +1,406 +1%
AA
134
Advisory Alpha
Michigan
$3.27M +$353K +10,960 +12%
ACM
135
Armbruster Capital Management
New York
$3.22M -$74.1K -2,300 -2%
MFT
136
Moisand Fitzgerald Tamayo
Florida
$3.18M -$373K -11,582 -10%
RLWM
137
RF&L Wealth Management
Massachusetts
$3.18M +$26.7K +829 +0.8%
LG
138
LAM Group
Oregon
$3.15M +$151K +4,690 +5%
SIS
139
Strategic Investment Solutions
Illinois
$3.14M +$684K +21,231 +28%
Cetera Investment Advisers
140
Cetera Investment Advisers
Illinois
$2.92M +$9.12K +283 +0.3%
CAM
141
Cresset Asset Management
Illinois
$2.9M -$1.48M -45,930 -34%
AAS
142
Avantax Advisory Services
Texas
$2.87M -$7.91M -245,405 -73%
SSW
143
Stone Summit Wealth
Florida
$2.81M +$519K +16,091 +23%
FWM
144
FMB Wealth Management
California
$2.77M +$18.4K +571 +0.7%
BHWA
145
Beacon Harbor Wealth Advisors
Virginia
$2.74M +$2.74M +85,012 New
RFP
146
Root Financial Partners
California
$2.71M +$2.71M +83,988 New
PWIA
147
Porter White Investment Advisors
Alabama
$2.7M +$37.7K +1,169 +1%
HWM
148
HFG Wealth Management
Texas
$2.66M +$2.66M +82,485 New
RLIM
149
Red Lighthouse Investment Management
New York
$2.62M -$189K -5,857 -7%
PO
150
Private Ocean
California
$2.61M +$193 +6 +0%
4 5
6
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