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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 %
IAG
151
Investmark Advisory Group
Connecticut
$1.18M +$182K +6,315 +18%
AC
152
Applied Capital
Arkansas
$1.18M +$24.1K +833 +2%
MML Investors Services
153
MML Investors Services
Massachusetts
$1.09M +$732K +25,335 +207%
FSWA
154
Financial Synergies Wealth Advisors
Texas
$1.02M +$1.02M +35,479 New
AWA
155
Arete Wealth Advisors
Illinois
$1.02M +$24.6K +852 +2%
AWM
156
AE Wealth Management
Kansas
$1.02M +$1.02M +35,300 New
EIG
157
Ellenbecker Investment Group
Wisconsin
$1.02M +$3.06K +106 +0.3%
AFAS
158
Acorn Financial Advisory Services
Virginia
$941K – – –
CAC
159
Certified Advisory Corp
Florida
$932K +$71K +2,457 +8%
MCM
160
MAI Capital Management
Ohio
$924K -$48.8K -1,688 -5%
BTWM
161
Baker Tilly Wealth Management
Wisconsin
$878K +$23.7K +820 +3%
KF
162
Krilogy Financial
Missouri
$872K +$3.3K +114 +0.4%
LFS
163
Lutz Financial Services
Nebraska
$856K -$26.1K -904 -3%
PAG
164
Private Advisor Group
New Jersey
$817K +$817K +28,264 New
FWTB
165
First Western Trust Bank
Colorado
$812K -$102K -3,482 -11%
VFA
166
Valeo Financial Advisors
Indiana
$773K – – –
TC
167
TownSquare Capital
Utah
$773K – – –
RHBC
168
R.H. Bluestein & Co
Michigan
$768K +$434K +15,020 +130%
ASI
169
Advisory Services & Investments
Oregon
$741K +$96.4K +3,336 +15%
CL
170
CPWM LLC
Washington
$731K -$1.21M -41,802 -62%
UBS Group
171
UBS Group
Switzerland
$731K -$28.8K -997 -4%
PP
172
PrairieView Partners
Minnesota
$714K -$750K -25,954 -51%
RCAG
173
Rehmann Capital Advisory Group
Michigan
$712K +$28.5K +985 +4%
FWP
174
Falcon Wealth Planning
California
$708K – – –
RRC
175
Relaxing Retirement Coach
Massachusetts
$698K +$698K +24,160 New
5 6
7
8 9