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Dimensional International Value ETF

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.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 18

72% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 104

9% more capital invested

Capital invested by funds: $3.32B → $3.63B (+$307M)

6% more funds holding in top 10

Funds holding in top 10: 6670 (+4)

5% more funds holding

Funds holding: 370389 (+19)

0.07% more ownership

Funds ownership: 73.55%73.63% (+0.07%)

Holders
389
Holders Change
+19
Holders Change %
+5.14%
% of All Funds
6.2%
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
Name Holding Trade Value Shares
Change
Change in
Stake
BSW
1
Buckingham Strategic Wealth
Missouri
$329M
Northern Trust
2
Northern Trust
Illinois
$212M +$25.5M +789,197 +14%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$187M +$36.6M +1,135,147 +24%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$175M +$38.3M +1,187,958 +28%
SC
5
Savant Capital
Illinois
$144M +$10.4M +320,800 +8%
IFA
6
Index Fund Advisors
California
$117M -$945K -29,292 -0.8%
FPAS
7
Focus Partners Advisor Solutions
Missouri
$103M +$8.24M +255,157 +9%
Creative Planning
8
Creative Planning
Kansas
$89.6M -$22.2M -687,035 -20%
MWM
9
Modera Wealth Management
New Jersey
$85.9M +$16.4M +509,613 +24%
PL
10
Plancorp LLC
Missouri
$81M +$1.06M +32,804 +1%
RCG
11
Resource Consulting Group
Florida
$72.2M -$1.52M -47,011 -2%
Corient Private Wealth
12
Corient Private Wealth
Florida
$69.7M -$944K -29,258 -1%
FG
13
Foster Group
Iowa
$63M -$967K -29,954 -2%
Cerity Partners
14
Cerity Partners
New York
$60.5M +$60.2M +1,865,805 +17,086%
TH
15
Team Hewins
California
$54.4M -$394K -12,198 -0.7%
CL
16
Choreo LLC
Illinois
$53.6M +$295K +9,147 +0.6%
EWM
17
Empirical Wealth Management
Washington
$51.8M +$2.41M +74,571 +5%
JTWM
18
Jackson Thornton Wealth Management
Alabama
$47.3M +$79.8K +2,472 +0.2%
DFS
19
Dixon Fnancial Services
California
$46.8M -$455K -14,084 -1%
Jane Street
20
Jane Street
New York
$37.1M +$36.5M +1,130,949 +6,036%
MPM
21
MBB Public Markets
Illinois
$36.6M
TWA
22
TCI Wealth Advisors
Arizona
$35.3M +$718K +22,247 +2%
BHWM
23
Beaird Harris Wealth Management
Texas
$35.1M -$430K -13,338 -1%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$33M -$8.82M -273,389 -21%
EAM
25
Evanson Asset Management
California
$31.1M +$702K +21,765 +2%

DFIV Hedge Fund Activity: Q1 2023 in Review

389 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q1 2023, worth a combined $3.63B — up 9.3% from $3.32B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new DFIV positions and 18 closed out — a net gain of 27 holders — while 179 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.

  • 389 institutional investors held Dimensional International Value ETF (DFIV) as of Q1 2023, up from 370 in Q4 2022.
  • Funds reported $3.63B of Dimensional International Value ETF stock for Q1 2023, up 9.3% 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.