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Dimensional International Small Cap ETF
DFIS

159 hedge funds and large institutions have $775M invested in Dimensional International Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 83 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 7

232% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 25

24% more capital invested

Capital invested by funds: $628M → $775M (+$148M)

21% more funds holding

Funds holding: 131 → 159 (+28)

0.75% more ownership

Funds ownership: 85.34% → 86.09% (+0.75%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
159
Holders Change
+28
Holders Change %
+21.37%
% of All Funds
2.32%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
37
Increased
83
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$18.5M
2
FFM
Forum Financial Management
Illinois
+$16.8M
3
SC
Savant Capital
Illinois
+$11.5M
4
EAM
Evanson Asset Management
California
+$2.81M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.46M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
-$11.1M
2
OPS
Orion Portfolio Solutions
Nebraska
-$11.1M
3
Jane Street
Jane Street
New York
-$8.65M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.99M
5
AA
Aire Advisors
California
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
26
Wescott Financial Advisory Group
Pennsylvania
$6.81M -$174K -7,839 -3%
CF
27
Corrigan Financial
Rhode Island
$6.5M +$1.21M +54,387 +25%
BPA
28
Beacon Pointe Advisors
California
$5.62M -$25K -1,126 -0.5%
WFA
29
Websterrogers Financial Advisors
South Carolina
$5.17M +$156K +7,031 +3%
BCI
30
Brinker Capital Investments
Pennsylvania
$4.95M -$11.1M -500,016 -71%
OPS
31
Orion Portfolio Solutions
Nebraska
$4.95M -$11.1M -500,016 -71%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$4.2M +$1.81M +81,303 +88%
TFA
33
Tobias Financial Advisors
Florida
$4.06M +$1.32M +59,312 +55%
DWS
34
Discipline Wealth Solutions
South Carolina
$3.86M +$3.63M +163,044 New
CFO
35
Collective Family Office
Pennsylvania
$3.84M +$48.1K +2,163 +1%
RFP
36
Root Financial Partners
California
$3.63M +$1.06M +47,762 +47%
AA
37
Alesco Advisors
New York
$3.52M +$834K +37,480 +35%
ACC
38
Acorn Creek Capital
Colorado
$3.49M +$3.21M +144,238 New
APG
39
Abacus Planning Group
South Carolina
$3.45M +$444K +19,978 +16%
RF
40
Robinswood Financial
Washington
$3.2M +$1.83M +82,430 +166%
Morgan Stanley
41
Morgan Stanley
New York
$3.08M +$1.7M +76,310 +149%
DAS
42
Dynamic Advisor Solutions
Arizona
$2.8M +$298K +13,406 +13%
DI
43
Disciplined Investments
Oklahoma
$2.78M +$336K +15,096 +15%
SFA
44
Sequoia Financial Advisors
Ohio
$2.7M +$374K +16,830 +18%
AF
45
Advisornet Financial
Minnesota
$2.62M -$186K -8,371 -7%
MW
46
Marcum Wealth
Ohio
$2.32M +$141K +6,330 +7%
BSW
47
Buckingham Strategic Wealth
Missouri
$2.3M +$1.35M +60,816 +178%
SWM
48
Spire Wealth Management
Virginia
$2.28M +$128K +5,761 +6%
RPG
49
Resource Planning Group
Georgia
$2.1M -$465K -20,889 -19%
LG
50
LAM Group
Oregon
$2.04M -$242K -10,890 -11%
1
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3 4 5

DFIS Hedge Fund Activity: Q4 2023 in Review

159 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap ETF (DFIS) for Q4 2023, worth a combined $775M — up 24% from $628M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new DFIS positions and 7 closed out — a net gain of 30 holders — while 83 added to existing stakes and 25 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $18.5M. The largest seller was Brinker Capital Investments, cutting an estimated $11.1M.

  • 159 institutional investors held Dimensional International Small Cap ETF (DFIS) as of Q4 2023, up from 131 in Q3 2023.
  • Funds reported $775M of Dimensional International Small Cap ETF stock for Q4 2023, up 24% quarter-over-quarter.
  • 37 funds opened new Dimensional International Small Cap ETF positions in Q4 2023 and 7 closed out, a net change of +30 holders.
  • The largest Dimensional International Small Cap ETF buyer in Q4 2023 was Jones Financial Companies, an estimated $18.5M added.
  • The largest Dimensional International Small Cap ETF seller in Q4 2023 was Brinker Capital Investments, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2023.