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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 %
RFC
151
Regions Financial Corp
Alabama
$2.2M +$136K +4,465 +7%
Wells Fargo
152
Wells Fargo
California
$2.17M -$118K -3,871 -5%
SSW
153
Stone Summit Wealth
Florida
$2.16M +$170K +5,589 +9%
Citadel Advisors
154
Citadel Advisors
Florida
$2.14M -$4.9M -161,292 -70%
SWM
155
Soundmark Wealth Management
Washington
$2.12M -$147K -4,851 -7%
VP
156
Verum Partners
North Carolina
$2.02M +$2.02M +66,327 New
FTUS
157
Flow Traders U.S.
New York
$1.98M +$1.98M +65,198 New
CFO
158
CVA Family Office
Colorado
$1.96M -$88.6K -2,915 -4%
MWM
159
Mattern Wealth Management
Kansas
$1.92M -$754K -24,819 -28%
AWM
160
Avior Wealth Management
Nebraska
$1.91M +$126K +4,151 +7%
JC
161
Jentner Corp
Ohio
$1.89M -$91.9K -3,024 -5%
AFGAS
162
Allegiance Financial Group Advisory Services
Virginia
$1.88M +$1.88M +61,693 New
SC
163
Schubert & Co
Texas
$1.85M +$243K +7,995 +15%
IAG
164
Investmark Advisory Group
Connecticut
$1.82M +$279K +9,181 +18%
MML Investors Services
165
MML Investors Services
Massachusetts
$1.74M +$565K +18,579 +48%
JWA
166
JFS Wealth Advisors
Pennsylvania
$1.74M +$47.8K +1,572 +3%
BPFA
167
Barnes Pettey Financial Advisors
Mississippi
$1.73M +$1.34M +44,093 +345%
VCM
168
Versant Capital Management
Arizona
$1.71M -$266K -8,734 -13%
AWM
169
AE Wealth Management
Kansas
$1.71M +$358K +11,774 +27%
DPI
170
Diversified Portfolios Inc
Michigan
$1.7M +$27.1K +890 +2%
HWMT
171
Heritage Wealth Management (Texas)
Texas
$1.69M +$1.69M +55,647 New
CPIG
172
Chicago Partners Investment Group
Illinois
$1.67M +$643K +19,516 +63%
UCFA
173
United Capital Financial Advisors
Texas
$1.6M -$1K -33 -0.1%
ACP
174
Aviance Capital Partners
Florida
$1.53M +$8.03K +264 +0.5%
FSWA
175
Financial Synergies Wealth Advisors
Texas
$1.53M +$437K +14,390 +40%
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