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Dimensional International Value ETF

405 hedge funds and large institutions have $4.49B invested in Dimensional International Value ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 184 increasing their positions, 123 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

50% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 123

24% more capital invested

Capital invested by funds: $3.63B → $4.49B (+$867M)

6.3% more ownership

Funds ownership: 73.63%79.93% (+6.3%)

4% more funds holding

Funds holding: 389405 (+16)

9% less funds holding in top 10

Funds holding in top 10: 7064 (-6)

Holders
405
Holders Change
+16
Holders Change %
+4.11%
% of All Funds
6.36%
Holding in Top 10
64
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.57%
% of All Funds
1%
New
37
Increased
184
Reduced
123
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LA
176
Lane & Associates
New Jersey
$2.11M +$759K +23,107 +56%
3LCM
177
3D/L Capital Management
Connecticut
$2.11M -$229K -6,973 -10%
SC
178
Schubert & Co
Texas
$2.04M +$17.8K +542 +0.9%
CFO
179
CVA Family Office
Colorado
$2.03M -$88.9K -2,708 -4%
VP
180
Verum Partners
North Carolina
$2M +$1.48K +45 +0.1%
PGFC
181
Peapack-Gladstone Financial Corp
New Jersey
$1.98M +$382K +11,641 +24%
JC
182
Jentner Corp
Ohio
$1.88M -$40.7K -1,239 -2%
SFM
183
Signet Financial Management
New Jersey
$1.87M +$210K +6,384 +13%
TWP
184
Tempus Wealth Planning
California
$1.86M +$1.86M +56,563 New
VCM
185
Versant Capital Management
Arizona
$1.84M +$7.36K +224 +0.4%
DPI
186
Diversified Portfolios Inc
Michigan
$1.83M
JWA
187
JFS Wealth Advisors
Pennsylvania
$1.8M -$99.1K -3,016 -5%
FTS
188
Fifth Third Securities
Ohio
$1.79M +$788K +23,984 +78%
Truist Financial
189
Truist Financial
North Carolina
$1.79M +$135K +4,115 +8%
HWMT
190
Heritage Wealth Management (Texas)
Texas
$1.77M +$18.5K +562 +1%
PSCM
191
Per Stirling Capital Management
Texas
$1.75M +$13.4K +409 +0.8%
UCFA
192
United Capital Financial Advisors
Texas
$1.71M -$16.1K -489 -0.9%
FSWA
193
Financial Synergies Wealth Advisors
Texas
$1.71M -$8.97K -273 -0.5%
ACP
194
Aviance Capital Partners
Florida
$1.68M +$33 +1 +0%
MWM
195
Mattern Wealth Management
Kansas
$1.65M -$49.4K -1,505 -3%
TWP
196
TFO Wealth Partners
Ohio
$1.64M -$39K -1,186 -2%
CPIG
197
Chicago Partners Investment Group
Illinois
$1.6M -$99K -3,014 -6%
MG
198
Mather Group
Illinois
$1.6M +$138K +4,197 +9%
Goldman Sachs
199
Goldman Sachs
New York
$1.59M +$1.59M +48,409 New
FLI
200
Family Legacy Inc
South Carolina
$1.57M +$1.22M +37,144 +344%

DFIV Hedge Fund Activity: Q2 2023 in Review

405 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q2 2023, worth a combined $4.49B — up 24% from $3.63B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new DFIV positions and 17 closed out — a net gain of 20 holders — while 184 added to existing stakes and 123 trimmed.

The largest buyer was Jane Street, adding an estimated $269M. The largest seller was COWA LLC, cutting an estimated $35.2M.

  • 405 institutional investors held Dimensional International Value ETF (DFIV) as of Q2 2023, up from 389 in Q1 2023.
  • Funds reported $4.49B of Dimensional International Value ETF stock for Q2 2023, up 24% quarter-over-quarter.
  • 37 funds opened new Dimensional International Value ETF positions in Q2 2023 and 17 closed out, a net change of +20 holders.
  • The largest Dimensional International Value ETF buyer in Q2 2023 was Jane Street, an estimated $269M added.
  • The largest Dimensional International Value ETF seller in Q2 2023 was COWA LLC, an estimated $35.2M sold.

Based on aggregated 13F filings for Q2 2023.