Dimensional International Value ETF
DFIV
308 hedge funds and large institutions have $2.4B 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.
71% more repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 86
40% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 25
2.91% more ownership
Funds ownership: 67.66% → 70.57% (+2.9%)
2% more funds holding
Funds holding: 302 → 308 (+6)
4% less capital invested
Capital invested by funds: $2.5B → $2.4B (-$102M)
4% less funds holding in top 10
Funds holding in top 10: 48 → 46 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$50.9M |
| 2 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$50.2M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
+$13.8M |
| 4 |
CL
Choreo LLC
Rockford,
Illinois
|
+$10.3M |
| 5 |
NEWAS
N.E.W. Advisory Services
De Pere,
Wisconsin
|
+$9.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$15.5M |
| 2 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$13.4M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$13.4M |
| 4 |
IFA
Index Fund Advisors
Irvine,
California
|
-$9.82M |
| 5 |
EW
Evoke Wealth
Los Angeles,
California
|
-$7.58M |
DFIV Hedge Fund Activity: Q3 2022 in Review
308 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q3 2022, worth a combined $2.4B — down 4.1% from $2.5B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new DFIV positions and 25 closed out — a net gain of 10 holders — while 147 added to existing stakes and 86 trimmed.
The largest buyer was Cerity Partners, opening a new position worth an estimated $50.9M. The largest seller was PNC Financial Services Group, cutting an estimated $15.5M.
- 308 institutional investors held Dimensional International Value ETF (DFIV) as of Q3 2022, up from 302 in Q2 2022.
- Funds reported $2.4B of Dimensional International Value ETF stock for Q3 2022, down 4.1% quarter-over-quarter.
- 35 funds opened new Dimensional International Value ETF positions in Q3 2022 and 25 closed out, a net change of +10 holders.
- The largest Dimensional International Value ETF buyer in Q3 2022 was Cerity Partners, an estimated $50.9M added.
- The largest Dimensional International Value ETF seller in Q3 2022 was PNC Financial Services Group, an estimated $15.5M sold.
Based on aggregated 13F filings for Q3 2022.