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Dimensional International Value ETF

248 hedge funds and large institutions have $2.46B invested in Dimensional International Value ETF in 2021 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 85 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

585% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 13

113% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 40

105% more funds holding in top 10

Funds holding in top 10: 2143 (+22)

50% more capital invested

Capital invested by funds: $1.65B → $2.46B (+$817M)

43% more funds holding

Funds holding: 173248 (+75)

20.32% more ownership

Funds ownership: 47.75%68.07% (+20%)

Holders
248
Holders Change
+75
Holders Change %
+43.35%
% of All Funds
3.82%
Holding in Top 10
43
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+104.76%
% of All Funds
0.66%
New
89
Increased
85
Reduced
40
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AP
176
Advisor Partners
California
$373K +$377K +11,351 New
IWC
177
Integrated Wealth Concepts
Massachusetts
$371K -$445K -13,414 -54%
RFA
178
RTD Financial Advisors
Pennsylvania
$369K +$373K +11,233 New
CFGS
179
Concourse Financial Group Securities
Alabama
$364K -$18.5K -556 -5%
WAM
180
WNY Asset Management
New York
$345K +$348K +10,476 New
AAS
181
Avantax Advisory Services
Texas
$336K -$16.2K -487 -5%
Stifel Financial
182
Stifel Financial
Missouri
$335K -$47.4K -1,428 -12%
CFG
183
Citizens Financial Group
Rhode Island
$324K +$5.84K +176 +2%
KA
184
Klingman & Associates
New York
$319K
PP
185
PrairieView Partners
Minnesota
$319K
FT
186
Fiduciary Trust
Massachusetts
$293K -$3.42K -103 -1%
USCWA
187
U.S. Capital Wealth Advisors
Texas
$290K
PIFP
188
Partners in Financial Planning
Virginia
$289K +$1.36K +41 +0.5%
SMA
189
Sage Mountain Advisors
Georgia
$281K
LPP
190
Life Planning Partners
Florida
$279K +$282K +8,506 New
CIAS
191
Capital Investment Advisory Services
North Carolina
$277K -$1.59K -48 -0.6%
EF
192
Exeter Financial
Arizona
$276K +$269K +8,110 New
WIA
193
World Investment Advisors
California
$270K +$10.9K +328 +4%
CIA
194
Capital Investment Advisors
Georgia
$270K +$273K +8,216 New
BAMG
195
Brand Asset Management Group
Missouri
$265K
RCI
196
RS Crum Inc
California
$262K +$265K +7,982 New
MWM
197
Mission Wealth Management
California
$260K +$263K +7,929 New
Truist Financial
198
Truist Financial
North Carolina
$259K -$9.99K -301 -4%
Brown Advisory
199
Brown Advisory
Maryland
$253K
CSWM
200
Cassady Schiller Wealth Management
Ohio
$246K +$248K +7,483 New

DFIV Hedge Fund Activity: Q4 2021 in Review

248 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q4 2021, worth a combined $2.46B — up 50% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new DFIV positions and 13 closed out — a net gain of 76 holders — while 85 added to existing stakes and 40 trimmed.

The largest buyer was Jane Street, adding an estimated $19.2M. The largest seller was LPL Financial, cutting an estimated $19.8M.

  • 248 institutional investors held Dimensional International Value ETF (DFIV) as of Q4 2021, up from 173 in Q3 2021.
  • Funds reported $2.46B of Dimensional International Value ETF stock for Q4 2021, up 50% quarter-over-quarter.
  • 89 funds opened new Dimensional International Value ETF positions in Q4 2021 and 13 closed out, a net change of +76 holders.
  • The largest Dimensional International Value ETF buyer in Q4 2021 was Jane Street, an estimated $19.2M added.
  • The largest Dimensional International Value ETF seller in Q4 2021 was LPL Financial, an estimated $19.8M sold.

Based on aggregated 13F filings for Q4 2021.