Dimensional International Value ETF
DFIV
390 hedge funds and large institutions have $3.64B invested in Dimensional International Value ETF in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 180 increasing their positions, 104 reducing their positions, and 18 closing their positions.
244% more capital inflows, than outflows
Capital inflows: $430M | Capital outflows: $125M
150% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 18
73% more repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 104
6% more funds holding in top 10
Funds holding in top 10: 66 → 70 (+4)
5% more funds holding
Funds holding: 371 → 390 (+19)
0.43% less ownership
Funds ownership: 73.34% → 72.91% (-0.43%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$60.2M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$38.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$36.6M |
| 4 |
Jane Street
New York
|
+$36.5M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$25.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP Wealth Advisors
Torrance,
California
|
-$23.7M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$22.2M |
| 3 |
TFO Wealth Partners
Maumee,
Ohio
|
-$19.4M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$8.82M |
| 5 |
Avantax Advisory Services
Dallas,
Texas
|
-$7.92M |
DFIV Hedge Fund Activity: Q1 2023 in Review
390 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q1 2023, worth a combined $3.64B — up 9.9% from $3.31B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new DFIV positions and 18 closed out — a net gain of 27 holders — while 180 added to existing stakes and 104 trimmed.
The largest buyer was Cerity Partners, adding an estimated $60.2M. The largest seller was EP Wealth Advisors, cutting an estimated $23.7M.
- 390 institutional investors held Dimensional International Value ETF (DFIV) as of Q1 2023, up from 371 in Q4 2022.
- Funds reported $3.64B of Dimensional International Value ETF stock for Q1 2023, up 9.9% quarter-over-quarter.
- 45 funds opened new Dimensional International Value ETF positions in Q1 2023 and 18 closed out, a net change of +27 holders.
- The largest Dimensional International Value ETF buyer in Q1 2023 was Cerity Partners, an estimated $60.2M added.
- The largest Dimensional International Value ETF seller in Q1 2023 was EP Wealth Advisors, an estimated $23.7M sold.
Based on aggregated 13F filings for Q1 2023.