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Dimensional International Value ETF
DFIV

Overview Fund Activity

308 hedge funds and large institutions have $2.41B invested in Dimensional International Value ETF in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 147 increasing their positions, 86 reducing their positions, and 25 closing their positions.

Holders
308
Holders Change
+6
Holders Change %
+1.99%
% of All Funds
5.33%
Holding in Top 10
46
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.17%
% of All Funds
0.8%
New
35
Increased
147
Reduced
86
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$45.9M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$113M
3
SC
3
Savant Capital
Illinois
$96.4M
4
CL
4
Choreo LLC
Illinois
$38.6M
5
NEWAS
5
N.E.W. Advisory Services
Wisconsin
$8.89M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$984K
2
OMC
2
Old Mission Capital
Illinois
$0
3
IFA
3
Index Fund Advisors
California
$84.5M
4
EW
4
Evoke Wealth
California
$275K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BSW
1
Buckingham Strategic Wealth
Missouri
$267M 10,360,725 +67,554 +0.7%
Northern Trust
2
Northern Trust
Illinois
$132M 5,116,662 +230,374 +5%
FPAS
3
Focus Partners Advisor Solutions
Missouri
$113M 4,391,067 +1,757,215 +67%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$99.3M 3,853,793 +25,175 +0.7%
SC
5
Savant Capital
Illinois
$96.4M 3,743,542 +483,580 +15%
IFA
6
Index Fund Advisors
California
$84.5M 3,280,367 -343,682 -9%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$82.9M 3,217,607 +111,577 +4%
PL
8
Plancorp LLC
Missouri
$59.5M 2,309,896 +2,124 +0.1%
RCG
9
Resource Consulting Group
Florida
$57.3M 2,225,171 +8,375 +0.4%
EP
10
Equius Partners
California
$53.7M 2,086,278 +42,770 +2%
FG
11
Foster Group
Iowa
$51.1M 1,983,479 +88,136 +5%
MWM
12
Modera Wealth Management
New Jersey
$47.3M 1,836,072 -89,268 -5%
Cerity Partners
13
Cerity Partners
New York
$45.9M 1,780,516 +1,780,516 New
CL
14
Choreo LLC
Illinois
$38.6M 1,497,071 +361,991 +32%
JTWM
15
Jackson Thornton Wealth Management
Alabama
$38.2M 1,483,793 +151,281 +11%
DFS
16
Dixon Fnancial Services
California
$38M 1,475,550 -18,686 -1%
EWM
17
Empirical Wealth Management
Washington
$37M 1,435,209 +40,963 +3%
BDF
18
Balasa Dinverno & Foltz
$32.8M 1,273,696 -3,468 -0.3%
WFA
19
Wipfli Financial Advisors
Wisconsin
$31.6M 1,228,456 -152,248 -11%
Creative Planning
20
Creative Planning
Kansas
$31.5M 1,222,002 -11,370 -0.9%
TWA
21
TCI Wealth Advisors
Arizona
$29M 1,126,246 +30,512 +3%
BHWM
22
Beaird Harris Wealth Management
Texas
$28.3M 1,099,328 +277,148 +34%
MPM
23
MBB Public Markets
Illinois
$27.1M 1,050,189 +341,887 +48%
TLFA
24
True Link Financial Advisors
California
$21.1M 817,172 +168,069 +26%
EAM
25
Evanson Asset Management
California
$21M 813,528 +30,818 +4%
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