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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 %
FSWA
176
Financial Synergies Wealth Advisors
Texas
$1.68M +$63.8K +1,981 +4%
MWM
177
Mattern Wealth Management
Kansas
$1.67M -$365K -11,311 -18%
TWP
178
TFO Wealth Partners
Ohio
$1.65M -$19.4M -602,049 -92%
ACP
179
Aviance Capital Partners
Florida
$1.65M +$19.3K +600 +1%
SFM
180
Signet Financial Management
New Jersey
$1.63M +$282K +8,740 +21%
Truist Financial
181
Truist Financial
North Carolina
$1.63M +$1.29M +39,947 +381%
PGFC
182
Peapack-Gladstone Financial Corp
New Jersey
$1.57M +$275K +8,535 +21%
BIG
183
Builder Investment Group
Georgia
$1.5M +$3.67K +114 +0.2%
SSWG
184
Seven Springs Wealth Group
Tennessee
$1.44M -$64.4K -1,998 -4%
MG
185
Mather Group
Illinois
$1.43M – – –
BAM
186
Baldrige Asset Management
Pennsylvania
$1.43M +$39.5K +1,227 +3%
MML Investors Services
187
MML Investors Services
Massachusetts
$1.43M -$422K -13,095 -23%
JPMPWA
188
J.P. Morgan Private Wealth Advisors
California
$1.42M +$143K +4,452 +11%
AI
189
Atria Investments
North Carolina
$1.39M +$82.8K +2,570 +6%
GTAM
190
Global Trust Asset Management
Florida
$1.36M +$17.7K +549 +1%
QHA
191
Quarry Hill Advisors
Minnesota
$1.35M – – –
LA
192
Lane & Associates
New Jersey
$1.33M +$454K +14,090 +52%
FC
193
Family CFO
California
$1.33M +$1.33M +41,179 New
KF
194
Krilogy Financial
Missouri
$1.31M +$612 +19 +0%
AIS
195
American Investment Services
Massachusetts
$1.3M – – –
LA
196
LexAurum Advisors
Kansas
$1.27M +$801K +24,849 +170%
TIM
197
Tortoise Investment Management
New York
$1.27M +$9.8K +304 +0.8%
SCM
198
SOL Capital Management
Maryland
$1.25M +$90.2K +2,800 +8%
AF
199
Advisornet Financial
Minnesota
$1.23M +$264K +8,195 +27%
ASN
200
Advisory Services Network
Georgia
$1.22M +$170K +5,260 +16%
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