Dimensional International Value ETF
DFIV
264 hedge funds and large institutions have $2.61B invested in Dimensional International Value ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 117 increasing their positions, 56 reducing their positions, and 28 closing their positions.
109% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 56
64% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 28
6% more funds holding
Funds holding: 248 → 264 (+16)
6% more capital invested
Capital invested by funds: $2.46B → $2.61B (+$145M)
2.22% less ownership
Funds ownership: 68.07% → 65.86% (-2.2%)
2% less funds holding in top 10
Funds holding in top 10: 43 → 42 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wealth Architects
Mountain View,
California
|
+$24.6M |
| 2 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$15.3M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$11.6M |
| 4 |
JTWM
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
+$11.5M |
| 5 |
MPM
MBB Public Markets
Chicago,
Illinois
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCI
Planning Center Inc
Moline,
Illinois
|
-$16.7M |
| 2 |
Jane Street
New York
|
-$16.4M |
| 3 |
MAM
McLean Asset Management
Tysons,
Virginia
|
-$15.2M |
| 4 |
PWM
PBMares Wealth Management
Williamsburg,
Virginia
|
-$12.3M |
| 5 |
LPL Financial
San Diego,
California
|
-$12M |
DFIV Hedge Fund Activity: Q1 2022 in Review
264 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q1 2022, worth a combined $2.61B — up 5.9% from $2.46B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new DFIV positions and 28 closed out — a net gain of 18 holders — while 117 added to existing stakes and 56 trimmed.
The largest buyer was Wealth Architects, adding an estimated $24.6M. The largest seller was Planning Center Inc, exiting entirely with an estimated $16.7M sold.
- 264 institutional investors held Dimensional International Value ETF (DFIV) as of Q1 2022, up from 248 in Q4 2021.
- Funds reported $2.61B of Dimensional International Value ETF stock for Q1 2022, up 5.9% quarter-over-quarter.
- 46 funds opened new Dimensional International Value ETF positions in Q1 2022 and 28 closed out, a net change of +18 holders.
- The largest Dimensional International Value ETF buyer in Q1 2022 was Wealth Architects, an estimated $24.6M added.
- The largest Dimensional International Value ETF seller in Q1 2022 was Planning Center Inc, an estimated $16.7M sold.
Based on aggregated 13F filings for Q1 2022.