Dimensional International Value ETF
DFIV
302 hedge funds and large institutions have $2.5B invested in Dimensional International Value ETF in 2022 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 121 increasing their positions, 70 reducing their positions, and 26 closing their positions.
162% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 26
73% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 70
14% more funds holding
Funds holding: 264 → 302 (+38)
14% more funds holding in top 10
Funds holding in top 10: 42 → 48 (+6)
1.8% more ownership
Funds ownership: 65.86% → 67.66% (+1.8%)
4% less capital invested
Capital invested by funds: $2.61B → $2.5B (-$109M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$25.8M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$23.7M |
| 3 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$22.1M |
| 4 |
TLFA
True Link Financial Advisors
San Francisco,
California
|
+$20.7M |
| 5 |
MSWMA
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
+$18.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wealth Architects
Mountain View,
California
|
-$21.6M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$13.1M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$11.5M |
| 4 |
RVPG
Relative Value Partners Group
|
-$9.29M |
| 5 |
JTWM
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
-$8.63M |
DFIV Hedge Fund Activity: Q2 2022 in Review
302 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q2 2022, worth a combined $2.5B — down 4.2% from $2.61B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new DFIV positions and 26 closed out — a net gain of 42 holders — while 121 added to existing stakes and 70 trimmed.
The largest buyer was Pathstone Family Office, opening a new position worth an estimated $25.8M. The largest seller was Wealth Architects, cutting an estimated $21.6M.
- 302 institutional investors held Dimensional International Value ETF (DFIV) as of Q2 2022, up from 264 in Q1 2022.
- Funds reported $2.5B of Dimensional International Value ETF stock for Q2 2022, down 4.2% quarter-over-quarter.
- 68 funds opened new Dimensional International Value ETF positions in Q2 2022 and 26 closed out, a net change of +42 holders.
- The largest Dimensional International Value ETF buyer in Q2 2022 was Pathstone Family Office, an estimated $25.8M added.
- The largest Dimensional International Value ETF seller in Q2 2022 was Wealth Architects, an estimated $21.6M sold.
Based on aggregated 13F filings for Q2 2022.