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Dimensional International Value ETF
DFIV

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+38
Holders Change %
+14.39%
% of All Funds
5.11%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
0.81%
New
68
Increased
121
Reduced
70
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFO
Pathstone Family Office
New Jersey
+$23.4M
2
Northern Trust
Northern Trust
Illinois
+$21.5M
3
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$20M
4
TLFA
True Link Financial Advisors
California
+$18.8M
5
MSWMA
Market Street Wealth Management Advisors
Indiana
+$16.4M

Top Sellers

1
WA
Wealth Architects
California
-$19.6M
2
EVM
Eaton Vance Management
Massachusetts
-$13.1M
3
HighTower Advisors
HighTower Advisors
Illinois
-$10.4M
4
RVPG
Relative Value Partners Group
-$8.55M
5
JTWM
Jackson Thornton Wealth Management
Alabama
-$7.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAG
201
Safeguard Investment Advisory Group
California
$479K +$479K +14,328 New
SFP
202
Sterling Financial Planning
New Jersey
$470K +$470K +16,284 New
IF
203
Ironwood Financial
Arizona
$460K +$460K +15,909 New
Morgan Stanley
204
Morgan Stanley
New York
$456K +$46.6K +1,614 +11%
MA
205
Montag & Associates
Georgia
$451K +$9.49K +329 +2%
ACA
206
Atlas Capital Advisors
Wyoming
$427K +$427K +14,766 New
MHS
207
M Holdings Securities
Oregon
$425K -$18.9K -654 -4%
HSG
208
Helen Stephens Group
Texas
$418K +$7.26K +251 +2%
SHWM
209
Silicon Hills Wealth Management
Texas
$417K +$417K +14,435 New
W
210
WealthOne
New York
$416K +$416K +14,390 New
WAM
211
WNY Asset Management
New York
$390K -$10.1K -350 -3%
TFO
212
Tarbox Family Office
California
$374K +$374K +12,939 New
JSL
213
JT Stratford LLC
Georgia
$369K +$369K +12,781 New
BP
214
Ballentine Partners
Massachusetts
$366K – – –
IWC
215
Integrated Wealth Concepts
Massachusetts
$345K +$345K +11,949 New
AP
216
Advisor Partners
California
$332K +$4.27K +148 +1%
WW
217
Waterfront Wealth
Kansas
$331K – – –
RA
218
RFG Advisory
Alabama
$328K +$7.24K +247 +2%
IFS
219
Intelligent Financial Strategies
Minnesota
$325K +$325K +11,242 New
RFA
220
RTD Financial Advisors
Pennsylvania
$320K – – –
ECM
221
Evergreen Capital Management
Washington
$319K +$319K +11,035 New
NL
222
NWAM LLC
Washington
$299K +$299K +10,363 New
CFG
223
Citizens Financial Group
Rhode Island
$292K +$6.43K +223 +2%
KA
224
Klingman & Associates
New York
$281K – – –
CSWM
225
Cassady Schiller Wealth Management
Ohio
$278K +$4.68K +162 +2%
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9
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