DFIV icon

Dimensional International Value ETF
DFIV

Overview Fund Activity

416 hedge funds and large institutions have $4.78B invested in Dimensional International Value ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 213 increasing their positions, 105 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+12
Holders Change %
+2.97%
% of All Funds
6.63%
Holding in Top 10
74
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.63%
% of All Funds
1.18%
New
32
Increased
213
Reduced
105
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
Strategic Investment Solutions
Illinois
+$123M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$69.5M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$52.4M
4
EWA
EP Wealth Advisors
California
+$44.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$25.8M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
-$44.3M
2
Jane Street
Jane Street
New York
-$32.8M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$25.7M
4
LWM
LJI Wealth Management
Indiana
-$25.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
176
Bedel Financial Consulting
Indiana
$2.54M +$178K +5,449 +8%
IAG
177
Investmark Advisory Group
Connecticut
$2.49M +$20.4K +626 +0.8%
AWM
178
Avior Wealth Management
Nebraska
$2.47M +$333K +10,196 +16%
AP
179
Adero Partners
California
$2.41M -$1.79K -55 -0.1%
SWP
180
Stratos Wealth Partners
Ohio
$2.37M -$58.9K -1,806 -2%
RFC
181
Regions Financial Corp
Alabama
$2.34M -$4.8K -147 -0.2%
SWM
182
Soundmark Wealth Management
Washington
$2.21M -$62.1K -1,903 -3%
AFGAS
183
Allegiance Financial Group Advisory Services
Virginia
$2.2M +$21.1K +647 +1%
SWA
184
Strata Wealth Advisors
Texas
$2.16M +$2.16M +66,316 New
CFO
185
CVA Family Office
Colorado
$2.14M +$130K +3,982 +6%
KPWS
186
Kestra Private Wealth Services
Texas
$2.11M +$907K +27,795 +75%
SFM
187
Signet Financial Management
New Jersey
$2.09M +$233K +7,157 +13%
3LCM
188
3D/L Capital Management
Connecticut
$2.08M -$11.8K -361 -0.6%
PGFC
189
Peapack-Gladstone Financial Corp
New Jersey
$2.08M +$109K +3,327 +6%
VP
190
Verum Partners
North Carolina
$1.98M +$685 +21 +0%
Truist Financial
191
Truist Financial
North Carolina
$1.92M +$143K +4,386 +8%
PSCM
192
Per Stirling Capital Management
Texas
$1.91M +$174K +5,343 +10%
SC
193
Schubert & Co
Texas
$1.83M -$196K -5,996 -10%
VCM
194
Versant Capital Management
Arizona
$1.83M +$3.65K +112 +0.2%
JC
195
Jentner Corp
Ohio
$1.82M -$40.8K -1,251 -2%
DPI
196
Diversified Portfolios Inc
Michigan
$1.82M – – –
FTS
197
Fifth Third Securities
Ohio
$1.81M +$34K +1,042 +2%
TWP
198
Tempus Wealth Planning
California
$1.8M -$44.9K -1,376 -2%
FSWA
199
Financial Synergies Wealth Advisors
Texas
$1.77M +$72.2K +2,214 +4%
HWMT
200
Heritage Wealth Management (Texas)
Texas
$1.76M +$3.26K +100 +0.2%
6 7
8
9 10