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Dimensional International Small Cap ETF
DFIS

78 hedge funds and large institutions have $419M invested in Dimensional International Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 32 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

875% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 4

433% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 6

251% more capital invested

Capital invested by funds: $119M → $419M (+$300M)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

86.52% more ownership

Funds ownership: 0% → 86.52% (+87%)

77% more funds holding

Funds holding: 44 → 78 (+34)

Holders
78
Holders Change
+34
Holders Change %
+77.27%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
39
Increased
32
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MG
Mather Group
Illinois
+$115M
2
EA
Efficient Advisors
Ohio
+$16.7M
3
BCI
Brinker Capital Investments
Pennsylvania
+$14M
4
LFG
Larson Financial Group
Missouri
+$13.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.9M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$7.39M
2
Jane Street
Jane Street
New York
-$2.84M
3
CPA
Cardiff Park Advisors
California
-$1.47M
4
ALWM
Andrews Lucia Wealth Management
California
-$253K
5
AF
Advisornet Financial
Minnesota
-$248K
Name Holding Trade Value Shares
Change 		Change in
Stake
RPG
26
Resource Planning Group
Georgia
$2M +$573K +27,950 +43%
AF
27
Advisornet Financial
Minnesota
$2M -$248K -12,115 -12%
LG
28
LAM Group
Oregon
$2M +$1.9M +92,885 New
DI
29
Disciplined Investments
Oklahoma
$1.92M +$589K +28,713 +47%
SWM
30
Spire Wealth Management
Virginia
$1.75M +$1.67M +81,390 New
SC
31
Schoolcraft Capital
Colorado
$1.56M +$1.49M +72,591 New
AA
32
Advisory Alpha
Michigan
$1.47M +$7.77K +379 +0.6%
MWM
33
Modera Wealth Management
New Jersey
$1.28M +$1.22M +59,466 New
Jane Street
34
Jane Street
New York
$1.19M -$2.84M -138,379 -71%
AA
35
Alesco Advisors
New York
$1.13M +$409K +19,936 +61%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.03M +$733K +35,776 +294%
RRC
37
Relaxing Retirement Coach
Massachusetts
$966K +$51.4K +2,509 +6%
GJIA
38
Glass Jacobson Investment Advisors
Maryland
$762K +$727K +35,445 New
CCA
39
Column Capital Advisors
Indiana
$758K +$134K +6,518 +23%
EFL
40
ERn Financial LLC
Wisconsin
$729K +$183K +8,927 +36%
BCM
41
Blume Capital Management
California
$704K +$671K +32,750 New
Creative Planning
42
Creative Planning
Kansas
$693K +$233K +11,349 +54%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$677K +$645K +31,491 New
SFM
44
Signet Financial Management
New Jersey
$650K +$112K +5,480 +22%
MWA
45
Mills Wealth Advisors
Texas
$647K +$617K +30,094 New
FOA
46
Five Oceans Advisors
California
$631K +$209K +10,203 +53%
CPIG
47
Chicago Partners Investment Group
Illinois
$588K +$514K +25,101 New
CPA
48
Cardiff Park Advisors
California
$585K -$1.47M -71,599 -72%
VCM
49
Vivaldi Capital Management
Illinois
$585K +$535K +26,089 New
OPS
50
Orion Portfolio Solutions
Nebraska
$561K +$534K +26,067 New
1
2
3 4

DFIS Hedge Fund Activity: Q4 2022 in Review

78 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap ETF (DFIS) for Q4 2022, worth a combined $419M — up 251% from $119M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DFIS positions and 4 closed out — a net gain of 35 holders — while 32 added to existing stakes and 6 trimmed.

The largest buyer was Mather Group, adding an estimated $115M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $7.39M sold.

  • 78 institutional investors held Dimensional International Small Cap ETF (DFIS) as of Q4 2022, up from 44 in Q3 2022.
  • Funds reported $419M of Dimensional International Small Cap ETF stock for Q4 2022, up 251% quarter-over-quarter.
  • 39 funds opened new Dimensional International Small Cap ETF positions in Q4 2022 and 4 closed out, a net change of +35 holders.
  • The largest Dimensional International Small Cap ETF buyer in Q4 2022 was Mather Group, an estimated $115M added.
  • The largest Dimensional International Small Cap ETF seller in Q4 2022 was Dimensional Fund Advisors, an estimated $7.39M sold.

Based on aggregated 13F filings for Q4 2022.