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Dimensional International Value ETF
DFIV

264 hedge funds and large institutions have $2.61B invested in Dimensional International Value ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 117 increasing their positions, 56 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 56

64% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 28

6% more funds holding

Funds holding: 248 → 264 (+16)

6% more capital invested

Capital invested by funds: $2.46B → $2.61B (+$145M)

2.22% less ownership

Funds ownership: 68.07% → 65.86% (-2.2%)

2% less funds holding in top 10

Funds holding in top 10: 43 → 42 (-1)

Holders
264
Holders Change
+16
Holders Change %
+6.45%
% of All Funds
4.16%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.66%
New
46
Increased
117
Reduced
56
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Wealth Architects
California
+$24.6M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$15.3M
3
HighTower Advisors
HighTower Advisors
Illinois
+$11.6M
4
JTWM
Jackson Thornton Wealth Management
Alabama
+$11.5M
5
MPM
MBB Public Markets
Illinois
+$10.7M

Top Sellers

Rank Fund Capital Flow
1
PCI
Planning Center Inc
Illinois
-$16.7M
2
Jane Street
Jane Street
New York
-$16.4M
3
MAM
McLean Asset Management
Virginia
-$15.2M
4
PWM
PBMares Wealth Management
Virginia
-$12.3M
5
LPL Financial
LPL Financial
California
-$12M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
201
Capital Investment Advisory Services
North Carolina
$283K +$844 +25 +0.3%
IA
202
Integrity Advisory
Kansas
$282K +$284K +8,420 New
CFGS
203
Concourse Financial Group Securities
Alabama
$276K -$96K -2,846 -26%
CIA
204
Capital Investment Advisors
Georgia
$275K – – –
EF
205
Exeter Financial
Arizona
$272K +$540 +16 +0.2%
BAMG
206
Brand Asset Management Group
Missouri
$270K – – –
PIFP
207
Partners in Financial Planning
Virginia
$269K +$169 +5 +0.1%
RCI
208
RS Crum Inc
California
$267K – – –
LNC
209
Lincoln National Corp
Pennsylvania
$267K +$269K +7,978 New
MWM
210
Mission Wealth Management
California
$265K – – –
Brown Advisory
211
Brown Advisory
Maryland
$258K – – –
AC
212
Anson Capital
Georgia
$247K +$249K +7,388 New
PP
213
Pacifica Partners
Canada
$241K – – –
RTL
214
Red Tortoise LLC
Georgia
$238K +$439 +13 +0.2%
SWP
215
Stratos Wealth Partners
Ohio
$233K +$235K +6,955 New
SRC
216
Shufro Rose & Co
New York
$229K +$231K +6,838 New
VWA
217
VERITY Wealth Advisors
United States
$227K – – –
Stifel Financial
218
Stifel Financial
Missouri
$224K -$119K -3,521 -35%
PPA
219
Parametric Portfolio Associates
Washington
$220K +$405 +12 +0.2%
LNWWM
220
Laird Norton Wetherby Wealth Management
California
$216K +$217K +6,443 New
IF
221
Intrua Financial
Texas
$213K – – –
SDH
222
Sloy Dahl & Holst
Washington
$212K – – –
VCP
223
Vista Capital Partners
Oregon
$211K – – –
WFA
224
Websterrogers Financial Advisors
South Carolina
$209K +$208K +6,163 New
ZIM
225
Zacks Investment Management
Illinois
$209K +$211K +6,255 New
7 8
9
10 11

DFIV Hedge Fund Activity: Q1 2022 in Review

264 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q1 2022, worth a combined $2.61B — up 5.9% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new DFIV positions and 28 closed out — a net gain of 18 holders — while 117 added to existing stakes and 56 trimmed.

The largest buyer was Wealth Architects, adding an estimated $24.6M. The largest seller was Planning Center Inc, exiting entirely with an estimated $16.7M sold.

  • 264 institutional investors held Dimensional International Value ETF (DFIV) as of Q1 2022, up from 248 in Q4 2021.
  • Funds reported $2.61B of Dimensional International Value ETF stock for Q1 2022, up 5.9% quarter-over-quarter.
  • 46 funds opened new Dimensional International Value ETF positions in Q1 2022 and 28 closed out, a net change of +18 holders.
  • The largest Dimensional International Value ETF buyer in Q1 2022 was Wealth Architects, an estimated $24.6M added.
  • The largest Dimensional International Value ETF seller in Q1 2022 was Planning Center Inc, an estimated $16.7M sold.

Based on aggregated 13F filings for Q1 2022.