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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
$124M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$69.5M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$304M
4
EWA
EP Wealth Advisors
California
$44.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$289M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
$24M
2
Jane Street
Jane Street
New York
$272M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$359K
4
LWM
LJI Wealth Management
Indiana
$948K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$6.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCG
201
Breakwater Capital Group
New Jersey
$1.76M +$668K +21,280 +61%
AF
202
Advisornet Financial
Minnesota
$1.73M +$212K +6,510 +14%
FLI
203
Family Legacy Inc
South Carolina
$1.72M +$153K +4,695 +10%
JWA
204
JFS Wealth Advisors
Pennsylvania
$1.69M -$92.6K -2,839 -5%
UCFA
205
United Capital Financial Advisors
Texas
$1.69M -$9.62K -295 -0.6%
ACP
206
Aviance Capital Partners
Florida
$1.66M -$2.06K -63 -0.1%
TWP
207
TFO Wealth Partners
Ohio
$1.64M – – –
BIG
208
Builder Investment Group
Georgia
$1.54M +$7.37K +226 +0.5%
AI
209
Atria Investments
North Carolina
$1.53M +$67K +2,053 +5%
FC
210
Family CFO
California
$1.51M +$141K +4,332 +10%
LWM
211
Lodestone Wealth Management
Washington
$1.5M +$477K +14,612 +46%
CPIG
212
Chicago Partners Investment Group
Illinois
$1.5M +$5.38K +172 +0.4%
AA
213
Addison Advisors
Vermont
$1.47M +$360K +11,045 +32%
BCM
214
Brookstone Capital Management
Illinois
$1.47M +$21.3K +671 +1%
SSWG
215
Seven Springs Wealth Group
Tennessee
$1.45M – – –
AIS
216
American Investment Services
Massachusetts
$1.42M +$5.77K +177 +0.4%
LA
217
LexAurum Advisors
Kansas
$1.39M +$52.6K +1,611 +4%
GTAM
218
Global Trust Asset Management
Florida
$1.38M +$1.17K +36 +0.1%
Betterment LLC
219
Betterment LLC
New York
$1.36M +$700K +21,453 +106%
ACA
220
Atlas Capital Advisors
Wyoming
$1.36M +$15.6K +479 +1%
QHA
221
Quarry Hill Advisors
Minnesota
$1.34M – – –
KF
222
Krilogy Financial
Missouri
$1.32M +$1.24K +38 +0.1%
MCM
223
MAI Capital Management
Ohio
$1.32M +$149K +4,579 +13%
TIM
224
Tortoise Investment Management
New York
$1.28M +$15.5K +475 +1%
AC
225
Applied Capital
Arkansas
$1.22M +$10.5K +321 +0.9%
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