DFIV icon

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 %
Baird Financial Group
176
Baird Financial Group
Wisconsin
$697K – – –
HWM
177
Hemington Wealth Management
Virginia
$689K -$39K -1,349 -5%
MW
178
Marcum Wealth
Ohio
$683K +$683K +23,658 New
LFA
179
Level Financial Advisors
New York
$660K +$660K +22,848 New
CFO
180
Collective Family Office
Pennsylvania
$645K -$18K -622 -3%
NHC
181
Nicholas Hoffman & Company
Georgia
$642K – – –
SFM
182
Signet Financial Management
New Jersey
$636K +$636K +22,028 New
FOA
183
Five Oceans Advisors
California
$606K +$173K +5,983 +40%
AFS
184
Annapolis Financial Services
Maryland
$595K -$14.7K -509 -2%
ZF
185
Zhang Financial
Michigan
$559K +$559K +19,346 New
RPCA
186
Running Point Capital Advisors
California
$554K -$34K -1,178 -6%
KeyBank National Association
187
KeyBank National Association
Ohio
$544K – – –
SPI
188
Sutton Place Investors
New York
$538K -$4.62K -160 -0.9%
MA
189
MUFG Americas
New York
$532K – – –
T
190
TCWP
Ohio
$527K +$64.1K +2,220 +14%
Bank of New York Mellon
191
Bank of New York Mellon
New York
$518K – – –
First Manhattan
192
First Manhattan
New York
$506K – – –
Citadel Advisors
193
Citadel Advisors
Florida
$504K -$1.86M -64,404 -79%
DAS
194
Dynamic Advisor Solutions
Arizona
$502K +$502K +17,370 New
IA
195
IFG Advisors
Missouri
$498K -$54.2K -1,875 -10%
Koshinski Asset Management
196
Koshinski Asset Management
Illinois
$495K -$227K -7,865 -31%
DWT
197
Dorsey & Whitney Trust
South Dakota
$493K – – –
CPIG
198
Chicago Partners Investment Group
Illinois
$489K +$28.3K +951 +6%
ADL
199
Asset Dedication LLC
California
$484K +$2.19K +76 +0.5%
BAM
200
Belpointe Asset Management
Nevada
$482K +$482K +16,690 New
6 7
8
9 10