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Dimensional International Value ETF
DFIV

Overview Fund Activity

389 hedge funds and large institutions have $3.63B invested in Dimensional International Value ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 179 increasing their positions, 104 reducing their positions, and 18 closing their positions.

Holders
389
Holders Change
+19
Holders Change %
+5.14%
% of All Funds
6.23%
Holding in Top 10
70
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.06%
% of All Funds
1.12%
New
45
Increased
179
Reduced
104
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$60.5M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$175M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$187M
4
Jane Street
4
Jane Street
New York
$37.1M
5
Northern Trust
5
Northern Trust
Illinois
$212M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$228K
2
Creative Planning
2
Creative Planning
Kansas
$89.6M
3
TWP
3
TFO Wealth Partners
Ohio
$1.65M
4
PFO
4
Pathstone Family Office
New Jersey
$10.7M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$33M
Name Market Value Shares Shares
Change 		Shares
Change %
BSW
1
Buckingham Strategic Wealth
Missouri
$329M 10,832,712 – –
Northern Trust
2
Northern Trust
Illinois
$212M 6,562,840 +789,197 +14%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$187M 5,810,791 +1,135,147 +24%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$175M 5,427,376 +1,187,958 +28%
SC
5
Savant Capital
Illinois
$144M 4,462,501 +320,800 +8%
IFA
6
Index Fund Advisors
California
$117M 3,642,676 -29,292 -0.8%
FPAS
7
Focus Partners Advisor Solutions
Missouri
$103M 3,200,579 +255,157 +9%
Creative Planning
8
Creative Planning
Kansas
$89.6M 2,780,677 -687,035 -20%
MWM
9
Modera Wealth Management
New Jersey
$85.9M 2,664,034 +509,613 +24%
PL
10
Plancorp LLC
Missouri
$81M 2,512,471 +32,804 +1%
RCG
11
Resource Consulting Group
Florida
$72.2M 2,241,534 -47,011 -2%
Corient Private Wealth
12
Corient Private Wealth
Florida
$69.7M 2,163,469 -29,258 -1%
FG
13
Foster Group
Iowa
$63M 1,955,830 -29,954 -2%
Cerity Partners
14
Cerity Partners
New York
$60.5M 1,876,725 +1,865,805 +17,086%
TH
15
Team Hewins
California
$54.4M 1,688,809 -12,198 -0.7%
CL
16
Choreo LLC
Illinois
$53.6M 1,662,398 +9,147 +0.6%
EWM
17
Empirical Wealth Management
Washington
$51.8M 1,607,437 +74,571 +5%
JTWM
18
Jackson Thornton Wealth Management
Alabama
$47.3M 1,467,562 +2,472 +0.2%
DFS
19
Dixon Fnancial Services
California
$46.8M 1,453,013 -14,084 -1%
Jane Street
20
Jane Street
New York
$37.1M 1,149,685 +1,130,949 +6,036%
MPM
21
MBB Public Markets
Illinois
$36.6M 1,135,821 – –
TWA
22
TCI Wealth Advisors
Arizona
$35.3M 1,096,541 +22,247 +2%
BHWM
23
Beaird Harris Wealth Management
Texas
$35.1M 1,088,402 -13,338 -1%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$33M 1,024,446 -273,389 -21%
EAM
25
Evanson Asset Management
California
$31.1M 964,845 +21,765 +2%
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