Dimensional International Value ETF
DFIV
418 hedge funds and large institutions have $4.79B invested in Dimensional International Value ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 216 increasing their positions, 104 reducing their positions, and 15 closing their positions.
238% more capital inflows, than outflows
Capital inflows: $578M | Capital outflows: $171M
113% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 15
108% more repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 104
16% more funds holding in top 10
Funds holding in top 10: 64 → 74 (+10)
3% more funds holding
Funds holding: 406 → 418 (+12)
2.91% more ownership
Funds ownership: 79.49% → 82.39% (+2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
+$123M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$70.9M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$53.6M |
| 4 |
EP Wealth Advisors
Torrance,
California
|
+$45.7M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$26.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Merriman Wealth Management
Seattle,
Washington
|
-$45.2M |
| 2 |
Jane Street
New York
|
-$33.5M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$25.8M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$23M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$15.4M |
DFIV Hedge Fund Activity: Q3 2023 in Review
418 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Value ETF (DFIV) for Q3 2023, worth a combined $4.79B — up 6.7% from $4.49B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new DFIV positions and 15 closed out — a net gain of 17 holders — while 216 added to existing stakes and 104 trimmed.
The largest buyer was Strategic Investment Solutions, adding an estimated $123M. The largest seller was Merriman Wealth Management, cutting an estimated $45.2M.
- 418 institutional investors held Dimensional International Value ETF (DFIV) as of Q3 2023, up from 406 in Q2 2023.
- Funds reported $4.79B of Dimensional International Value ETF stock for Q3 2023, up 6.7% quarter-over-quarter.
- 32 funds opened new Dimensional International Value ETF positions in Q3 2023 and 15 closed out, a net change of +17 holders.
- The largest Dimensional International Value ETF buyer in Q3 2023 was Strategic Investment Solutions, an estimated $123M added.
- The largest Dimensional International Value ETF seller in Q3 2023 was Merriman Wealth Management, an estimated $45.2M sold.
Based on aggregated 13F filings for Q3 2023.