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Dimensional International Value ETF

405 hedge funds and large institutions have $4.49B invested in Dimensional International Value ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 184 increasing their positions, 123 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

50% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 123

24% more capital invested

Capital invested by funds: $3.63B → $4.49B (+$867M)

6.3% more ownership

Funds ownership: 73.63%79.93% (+6.3%)

4% more funds holding

Funds holding: 389405 (+16)

9% less funds holding in top 10

Funds holding in top 10: 7064 (-6)

Holders
405
Holders Change
+16
Holders Change %
+4.11%
% of All Funds
6.36%
Holding in Top 10
64
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.57%
% of All Funds
1%
New
37
Increased
184
Reduced
123
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FF
126
Financial Futures
New Jersey
$4.56M +$561K +17,076 +14%
GCM
127
G2 Capital Management
Ohio
$4.33M +$188K +5,725 +5%
ACP
128
Aveo Capital Partners
Colorado
$4.33M +$4.33M +131,872 New
NWM
129
Northwest Wealth Management
Iowa
$4.33M +$51.4K +1,564 +1%
PFM
130
Phillips Financial Management
Indiana
$4.31M -$27.9K -851 -0.6%
TFA
131
Tobias Financial Advisors
Florida
$4.28M +$43.5K +1,323 +1%
WPW
132
Watershed Private Wealth
Illinois
$4.14M +$467K +14,216 +13%
Cambridge Investment Research Advisors
133
Cambridge Investment Research Advisors
Iowa
$4.11M -$6.04K -184 -0.1%
VWA
134
Visionary Wealth Advisors
Illinois
$4.07M +$29.2K +888 +0.7%
RRC
135
Relaxing Retirement Coach
Massachusetts
$3.99M +$371K +11,290 +10%
WT
136
Whittier Trust
California
$3.98M +$61.8K +1,881 +2%
CI
137
Cordant Inc
Oregon
$3.84M -$104K -3,173 -3%
FEG
138
Fund Evaluation Group
Ohio
$3.79M -$17.4K -529 -0.5%
Cetera Investment Advisers
139
Cetera Investment Advisers
Illinois
$3.71M +$740K +22,543 +25%
AA
140
Advisory Alpha
Michigan
$3.71M +$374K +11,398 +11%
MCA
141
Maryland Capital Advisors
Maryland
$3.7M +$344K +10,466 +10%
LWP
142
Laurel Wealth Planning
Minnesota
$3.7M +$289K +8,798 +8%
RFP
143
Root Financial Partners
California
$3.63M +$867K +26,394 +31%
Mariner
144
Mariner
Kansas
$3.62M +$52.2K +1,589 +1%
EWA
145
EverSource Wealth Advisors
Alabama
$3.45M +$788 +24 +0%
SWM
146
Spire Wealth Management
Virginia
$3.42M +$6.67K +203 +0.2%
RLWM
147
RF&L Wealth Management
Massachusetts
$3.31M +$64K +1,950 +2%
AC
148
AWM Capital
Arizona
$3.3M -$92.8K -2,825 -3%
ACM
149
Armbruster Capital Management
New York
$3.29M +$3.28K +100 +0.1%
SSW
150
Stone Summit Wealth
Florida
$3.24M +$377K +11,468 +13%

DFIV Hedge Fund Activity: Q2 2023 in Review

405 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q2 2023, worth a combined $4.49B — up 24% from $3.63B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new DFIV positions and 17 closed out — a net gain of 20 holders — while 184 added to existing stakes and 123 trimmed.

The largest buyer was Jane Street, adding an estimated $269M. The largest seller was COWA LLC, cutting an estimated $35.2M.

  • 405 institutional investors held Dimensional International Value ETF (DFIV) as of Q2 2023, up from 389 in Q1 2023.
  • Funds reported $4.49B of Dimensional International Value ETF stock for Q2 2023, up 24% quarter-over-quarter.
  • 37 funds opened new Dimensional International Value ETF positions in Q2 2023 and 17 closed out, a net change of +20 holders.
  • The largest Dimensional International Value ETF buyer in Q2 2023 was Jane Street, an estimated $269M added.
  • The largest Dimensional International Value ETF seller in Q2 2023 was COWA LLC, an estimated $35.2M sold.

Based on aggregated 13F filings for Q2 2023.