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Dimensional International Small Cap ETF
DFIS

Overview Fund Activity

102 hedge funds and large institutions have $542M invested in Dimensional International Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+24
Holders Change %
+30.77%
% of All Funds
1.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
30
Increased
53
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$29.6M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$16.7M
3
AA
3
Aire Advisors
California
$8.75M
4
MG
4
Mather Group
Illinois
$139M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$77.7M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
MWA
2
Mills Wealth Advisors
Texas
$0
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$7.82M
4
VCM
4
Vivaldi Capital Management
Illinois
$0
5
MWM
5
Merriman Wealth Management
Washington
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
26
Corrigan Financial
Rhode Island
$3.5M +$3.5M +152,209 New
CFO
27
Collective Family Office
Pennsylvania
$3.29M +$251K +10,913 +8%
APG
28
Abacus Planning Group
South Carolina
$2.54M +$151K +6,557 +6%
AF
29
Advisornet Financial
Minnesota
$2.44M +$305K +13,252 +14%
DI
30
Disciplined Investments
Oklahoma
$2.28M +$227K +9,861 +11%
LG
31
LAM Group
Oregon
$2.15M +$11.8K +515 +0.6%
RPG
32
Resource Planning Group
Georgia
$2.13M -$14.7K -640 -0.7%
SWM
33
Spire Wealth Management
Virginia
$2.11M +$243K +10,586 +13%
SFA
34
Sequoia Financial Advisors
Ohio
$1.85M +$1.85M +80,354 New
AA
35
Alesco Advisors
New York
$1.85M +$642K +27,911 +53%
IFA
36
Index Fund Advisors
California
$1.8M +$1.31M +57,082 +270%
SC
37
Schoolcraft Capital
Colorado
$1.71M +$40.8K +1,773 +2%
AA
38
Advisory Alpha
Michigan
$1.62M +$47.6K +2,069 +3%
MW
39
Marcum Wealth
Ohio
$1.52M +$1.52M +66,207 New
MWM
40
Modera Wealth Management
New Jersey
$1.37M – – –
RFP
41
Root Financial Partners
California
$1.17M +$1.17M +51,103 New
RRC
42
Relaxing Retirement Coach
Massachusetts
$1.1M +$72.4K +3,149 +7%
DAS
43
Dynamic Advisor Solutions
Arizona
$1.02M +$1.02M +44,520 New
Creative Planning
44
Creative Planning
Kansas
$942K +$202K +8,776 +27%
CCA
45
Column Capital Advisors
Indiana
$896K +$85.9K +3,737 +11%
EFL
46
ERn Financial LLC
Wisconsin
$878K +$99.1K +4,311 +13%
CPA
47
Cardiff Park Advisors
California
$847K +$222K +9,651 +35%
Citadel Advisors
48
Citadel Advisors
Florida
$790K +$790K +34,346 New
BCM
49
Blume Capital Management
California
$753K – – –
SFM
50
Signet Financial Management
New Jersey
$732K +$36.5K +1,586 +5%
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