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Dimensional International Value ETF
DFIV

173 hedge funds and large institutions have $1.65B invested in Dimensional International Value ETF in 2021 Q3 according to their latest regulatory filings, with 173 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

47.75% more ownership

Funds ownership: 0% → 47.75% (+48%)

Holders
173
Holders Change
+173
Holders Change %
–
% of All Funds
3.03%
Holding in Top 10
21
Holding in Top 10 Change
+21
Holding in Top 10 Change %
% of All Funds
0.37%
New
173
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BSW
Buckingham Strategic Wealth
Missouri
+$321M
2
Northern Trust
Northern Trust
Illinois
+$154M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$126M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$100M
5
SC
Savant Capital
Illinois
+$86.7M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
1
Buckingham Strategic Wealth
Missouri
$318M +$321M +9,702,124 New
Northern Trust
2
Northern Trust
Illinois
$152M +$154M +4,656,805 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$125M +$126M +3,808,888 New
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$99.1M +$100M +3,027,242 New
SC
5
Savant Capital
Illinois
$85.9M +$86.7M +2,624,016 New
PL
6
Plancorp LLC
Missouri
$68.4M +$69M +2,088,894 New
FG
7
Foster Group
Iowa
$62.7M +$63.3M +1,915,299 New
MWM
8
Modera Wealth Management
New Jersey
$56.2M +$56.7M +1,715,497 New
WFA
9
Wipfli Financial Advisors
Wisconsin
$53.4M +$53.8M +1,628,987 New
BDF
10
Balasa Dinverno & Foltz
$39.5M +$39.8M +1,206,064 New
TWA
11
TCI Wealth Advisors
Arizona
$33.2M +$33.5M +1,013,528 New
Creative Planning
12
Creative Planning
Kansas
$32.5M +$32.8M +992,074 New
LPL Financial
13
LPL Financial
California
$31.5M +$31.8M +961,292 New
EWM
14
Empirical Wealth Management
Washington
$31.4M +$31.7M +959,925 New
HIGP
15
Hill Investment Group Partners
Missouri
$30.1M +$30.3M +918,357 New
CL
16
Choreo LLC
Illinois
$28.9M +$29.2M +883,321 New
DY
17
Dowling & Yahnke
California
$28.6M +$28.8M +872,496 New
CCM
18
Carlson Capital Management
Minnesota
$23.2M +$23.5M +709,833 New
WCWM
19
Willow Creek Wealth Management
California
$21.7M +$21.9M +663,752 New
MWM
20
Merriman Wealth Management
Washington
$21.4M +$21.6M +652,613 New
SC
21
Schoolcraft Capital
Colorado
$20.2M +$20.4M +617,424 New
WA
22
Wealth Architects
California
$17.5M +$17.7M +534,504 New
EWA
23
Exencial Wealth Advisors
Oklahoma
$15.2M +$13.7M +415,586 New
MAM
24
McLean Asset Management
Virginia
$14.8M +$14.3M +432,118 New
PWM
25
PBMares Wealth Management
Virginia
$12.2M +$12.3M +372,660 New
1
2 3 4 5

DFIV Hedge Fund Activity: Q3 2021 in Review

173 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q3 2021, worth a combined $1.65B.

Buyers outnumbered sellers: 173 funds opened new DFIV positions and 0 closed out — a net gain of 173 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Buckingham Strategic Wealth, opening a new position worth an estimated $321M.

  • 173 institutional investors held Dimensional International Value ETF (DFIV) as of Q3 2021, up from 0 in Q2 2021.
  • Funds reported $1.65B of Dimensional International Value ETF stock for Q3 2021.
  • 173 funds opened new Dimensional International Value ETF positions in Q3 2021 and 0 closed out, a net change of +173 holders.
  • The largest Dimensional International Value ETF buyer in Q3 2021 was Buckingham Strategic Wealth, an estimated $321M added.

Based on aggregated 13F filings for Q3 2021.