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Dimensional International Value ETF

248 hedge funds and large institutions have $2.46B invested in Dimensional International Value ETF in 2021 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 85 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

585% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 13

113% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 40

105% more funds holding in top 10

Funds holding in top 10: 2143 (+22)

50% more capital invested

Capital invested by funds: $1.65B → $2.46B (+$817M)

43% more funds holding

Funds holding: 173248 (+75)

20.32% more ownership

Funds ownership: 47.75%68.07% (+20%)

Holders
248
Holders Change
+75
Holders Change %
+43.35%
% of All Funds
3.82%
Holding in Top 10
43
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+104.76%
% of All Funds
0.66%
New
89
Increased
85
Reduced
40
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BSW
1
Buckingham Strategic Wealth
Missouri
$325M +$6.94M +209,160 +2%
Northern Trust
2
Northern Trust
Illinois
$146M -$7.4M -222,987 -5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$126M +$524K +15,786 +0.4%
IFA
4
Index Fund Advisors
California
$119M +$120M +3,622,699 New
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$100M +$815K +24,566 +0.8%
SC
6
Savant Capital
Illinois
$93.8M +$7.79M +234,606 +9%
PL
7
Plancorp LLC
Missouri
$73M +$4.53M +136,563 +7%
RCG
8
Resource Consulting Group
Florida
$71.8M +$72.6M +2,187,094 New
EP
9
Equius Partners
California
$66M +$66.7M +2,010,773 New
FG
10
Foster Group
Iowa
$63.6M +$711K +21,432 +1%
MWM
11
Modera Wealth Management
New Jersey
$57.6M +$1.35M +40,732 +2%
FPAS
12
Focus Partners Advisor Solutions
Missouri
$53.6M +$54.2M +1,633,287 New
WFA
13
Wipfli Financial Advisors
Wisconsin
$51.6M -$1.93M -58,141 -4%
DFS
14
Dixon Fnancial Services
California
$49.7M +$50.2M +1,512,895 New
JTWM
15
Jackson Thornton Wealth Management
Alabama
$41.4M +$41.9M +1,262,428 New
BDF
16
Balasa Dinverno & Foltz
$41.1M +$1.58M +47,615 +4%
TWA
17
TCI Wealth Advisors
Arizona
$35.2M +$1.92M +57,866 +6%
EWM
18
Empirical Wealth Management
Washington
$33.7M +$2.2M +66,166 +7%
Creative Planning
19
Creative Planning
Kansas
$32.2M -$358K -10,796 -1%
HIGP
20
Hill Investment Group Partners
Missouri
$30.2M +$61.1K +1,840 +0.2%
CL
21
Choreo LLC
Illinois
$29.6M +$641K +19,300 +2%
DY
22
Dowling & Yahnke
California
$27.9M -$702K -21,154 -2%
EAM
23
Evanson Asset Management
California
$23.3M +$195K +5,886 +0.8%
CCM
24
Carlson Capital Management
Minnesota
$23.1M -$202K -6,075 -0.9%
DHGWA
25
Dixon Hughes Goodman Wealth Advisors
North Carolina
$21.8M +$22.1M +664,724 New

DFIV Hedge Fund Activity: Q4 2021 in Review

248 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q4 2021, worth a combined $2.46B — up 50% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new DFIV positions and 13 closed out — a net gain of 76 holders — while 85 added to existing stakes and 40 trimmed.

The largest buyer was Jane Street, adding an estimated $19.2M. The largest seller was LPL Financial, cutting an estimated $19.8M.

  • 248 institutional investors held Dimensional International Value ETF (DFIV) as of Q4 2021, up from 173 in Q3 2021.
  • Funds reported $2.46B of Dimensional International Value ETF stock for Q4 2021, up 50% quarter-over-quarter.
  • 89 funds opened new Dimensional International Value ETF positions in Q4 2021 and 13 closed out, a net change of +76 holders.
  • The largest Dimensional International Value ETF buyer in Q4 2021 was Jane Street, an estimated $19.2M added.
  • The largest Dimensional International Value ETF seller in Q4 2021 was LPL Financial, an estimated $19.8M sold.

Based on aggregated 13F filings for Q4 2021.