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Dimensional International Small Cap ETF

232 hedge funds and large institutions have $1.91B invested in Dimensional International Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 121 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 8

236% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 36

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

22% more funds holding

Funds holding: 190232 (+42)

2.81% less ownership

Funds ownership: 87.86%85.05% (-2.8%)

5% less capital invested

Capital invested by funds: $2.02B → $1.91B (-$108M)

Holders
232
Holders Change
+42
Holders Change %
+22.11%
% of All Funds
3.06%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
52
Increased
121
Reduced
36
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
26
Tobias Financial Advisors
Florida
$8.42M +$1.12M +43,889 +15%
FMWA
27
Forvis Mazars Wealth Advisors
Missouri
$8.4M -$817K -32,130 -9%
AA
28
Alesco Advisors
New York
$8.04M +$1.03M +40,536 +14%
THL
29
Tillman Hartley LLC
Colorado
$8.02M +$525K +20,662 +7%
PCM
30
Perritt Capital Management
Illinois
$7.82M +$212K +8,334 +3%
OMC
31
Old Mission Capital
Illinois
$7.15M -$1.79M -70,503 -19%
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$7.11M +$972K +38,245 +15%
DWS
33
Discipline Wealth Solutions
South Carolina
$7.04M +$932K +36,653 +15%
JP Morgan Chase
34
JP Morgan Chase
New York
$6.74M +$6M +235,919 +614%
WFA
35
Websterrogers Financial Advisors
South Carolina
$6.7M -$163K -6,422 -2%
KFG
36
Kelly Financial Group
Connecticut
$6.43M +$6.66M +262,054 New
RF
37
Robinswood Financial
Washington
$6.36M +$389K +15,300 +6%
BPA
38
Beacon Pointe Advisors
California
$6.15M +$100K +3,941 +2%
AIC
39
Allodium Investment Consultants
Minnesota
$5.91M +$6.12M +240,807 New
AF
40
Allworth Financial
California
$5.9M +$5.76M +226,744 +2,323%
TWM
41
Tanager Wealth Management
United Kingdom
$5.75M +$5.65M +222,361 +1,914%
APG
42
Abacus Planning Group
South Carolina
$5.71M +$718K +28,265 +14%
AA
43
Advisory Alpha
Michigan
$5.57M +$237K +9,331 +4%
CA
44
Clune & Associates
Illinois
$5.41M +$5.6M +220,254 New
EA
45
Eclectic Associates
California
$5.05M +$4.05M +159,252 +342%
TFO
46
Timonier Family Office
North Carolina
$5.03M +$5.21M +204,939 New
CFO
47
Collective Family Office
Pennsylvania
$4.85M +$277K +10,886 +6%
WA
48
Waverly Advisors
Alabama
$4.56M +$1.6M +62,836 +51%
DAS
49
Dynamic Advisor Solutions
Arizona
$4.53M +$208K +8,197 +5%
AA
50
Addison Advisors
Vermont
$4.44M +$336K +13,233 +8%

DFIS Hedge Fund Activity: Q4 2024 in Review

232 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap ETF (DFIS) for Q4 2024, worth a combined $1.91B — down 5.3% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new DFIS positions and 8 closed out — a net gain of 44 holders — while 121 added to existing stakes and 36 trimmed.

The largest buyer was Creative Planning, adding an estimated $45.3M. The largest seller was Jones Financial Companies, cutting an estimated $113M.

  • 232 institutional investors held Dimensional International Small Cap ETF (DFIS) as of Q4 2024, up from 190 in Q3 2024.
  • Funds reported $1.91B of Dimensional International Small Cap ETF stock for Q4 2024, down 5.3% quarter-over-quarter.
  • 52 funds opened new Dimensional International Small Cap ETF positions in Q4 2024 and 8 closed out, a net change of +44 holders.
  • The largest Dimensional International Small Cap ETF buyer in Q4 2024 was Creative Planning, an estimated $45.3M added.
  • The largest Dimensional International Small Cap ETF seller in Q4 2024 was Jones Financial Companies, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2024.