DFIV icon

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 %
Goldman Sachs
176
Goldman Sachs
New York
$1.52M +$615K +20,240 +68%
SSWG
177
Seven Springs Wealth Group
Tennessee
$1.42M +$48.9K +1,608 +4%
BIG
178
Builder Investment Group
Georgia
$1.41M +$1.41M +46,463 New
MG
179
Mather Group
Illinois
$1.35M – – –
BAM
180
Baldrige Asset Management
Pennsylvania
$1.31M -$14.4K -474 -1%
AIS
181
American Investment Services
Massachusetts
$1.3M – – –
QHA
182
Quarry Hill Advisors
Minnesota
$1.28M +$1.28M +41,964 New
SFM
183
Signet Financial Management
New Jersey
$1.27M +$423K +13,904 +50%
GTAM
184
Global Trust Asset Management
Florida
$1.27M -$616K -20,272 -33%
AI
185
Atria Investments
North Carolina
$1.24M -$4.01M -132,050 -76%
KF
186
Krilogy Financial
Missouri
$1.23M +$313K +10,286 +34%
PGFC
187
Peapack-Gladstone Financial Corp
New Jersey
$1.22M +$1.22M +40,233 New
MAA
188
Mraz Amerine & Associates
California
$1.21M +$787K +25,887 +184%
JPMPWA
189
J.P. Morgan Private Wealth Advisors
California
$1.2M -$85.1K -2,798 -7%
TIM
190
Tortoise Investment Management
New York
$1.19M +$23K +757 +2%
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$1.18M +$18.3K +602 +2%
AC
192
Applied Capital
Arkansas
$1.15M +$5.02K +165 +0.4%
AWP
193
Abacus Wealth Partners
California
$1.13M -$428K -14,086 -28%
VCM
194
Vivaldi Capital Management
Illinois
$1.11M +$1.11M +35,197 New
SCM
195
SOL Capital Management
Maryland
$1.1M +$1.1M +36,090 New
MCM
196
MAI Capital Management
Ohio
$1.09M +$119K +3,926 +12%
CAC
197
Certified Advisory Corp
Florida
$1.05M +$11.9K +391 +1%
EIG
198
Ellenbecker Investment Group
Wisconsin
$1.01M -$37.2K -1,224 -4%
ASN
199
Advisory Services Network
Georgia
$993K +$993K +32,678 New
GAM
200
Gemmer Asset Management
California
$989K -$26.2K -862 -3%
6 7
8
9 10