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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 %
AP
151
Adero Partners
California
$2.53M -$645 -20 -0%
SWP
152
Stratos Wealth Partners
Ohio
$2.39M -$133K -4,113 -5%
RFC
153
Regions Financial Corp
Alabama
$2.33M – – –
BPFA
154
Barnes Pettey Financial Advisors
Mississippi
$2.33M +$494K +15,316 +27%
AWM
155
AE Wealth Management
Kansas
$2.32M +$510K +15,813 +28%
3LCM
156
3D/L Capital Management
Connecticut
$2.29M -$42.9K -1,330 -2%
Wells Fargo
157
Wells Fargo
California
$2.29M -$11K -341 -0.5%
PAG
158
Private Advisor Group
New Jersey
$2.29M +$516K +15,998 +29%
IAG
159
Investmark Advisory Group
Connecticut
$2.28M +$356K +11,045 +18%
AFGAS
160
Allegiance Financial Group Advisory Services
Virginia
$2.27M +$286K +8,872 +14%
SWM
161
Soundmark Wealth Management
Washington
$2.25M +$4.83K +150 +0.2%
OMC
162
Old Mission Capital
Illinois
$2.2M +$2.2M +68,332 New
MAA
163
Mraz Amerine & Associates
California
$2.16M +$871K +27,028 +68%
CFO
164
CVA Family Office
Colorado
$2.08M – – –
AWM
165
Avior Wealth Management
Nebraska
$2.04M +$21.3K +660 +1%
SC
166
Schubert & Co
Texas
$1.98M +$25.7K +797 +1%
VP
167
Verum Partners
North Carolina
$1.96M -$179K -5,563 -8%
JC
168
Jentner Corp
Ohio
$1.88M -$125K -3,882 -6%
JWA
169
JFS Wealth Advisors
Pennsylvania
$1.86M +$11.2K +349 +0.6%
DPI
170
Diversified Portfolios Inc
Michigan
$1.8M -$1.1K -34 -0.1%
VCM
171
Versant Capital Management
Arizona
$1.79M -$22.7K -705 -1%
HWMT
172
Heritage Wealth Management (Texas)
Texas
$1.72M -$76.2K -2,365 -4%
PSCM
173
Per Stirling Capital Management
Texas
$1.7M +$1.7M +52,862 New
CPIG
174
Chicago Partners Investment Group
Illinois
$1.7M +$10.6K +318 +0.6%
UCFA
175
United Capital Financial Advisors
Texas
$1.7M +$2.29K +71 +0.1%
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