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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
RWM
51
Ruedi Wealth Management
Illinois
$471K +$449K +21,913 New
Osaic Holdings
52
Osaic Holdings
Arizona
$463K +$423K +20,651 +2,421%
IFA
53
Index Fund Advisors
California
$455K +$434K +21,158 New
CWM
54
Cahill Wealth Management
Michigan
$410K +$359K +17,520 New
MCA
55
Maryland Capital Advisors
Maryland
$407K +$120K +5,854 +45%
CG
56
Colony Group
Massachusetts
$377K +$359K +17,535 New
TFG
57
Tilson Financial Group
New Jersey
$365K +$347K +16,948 New
ALWM
58
Andrews Lucia Wealth Management
California
$324K -$253K -12,355 -45%
EGWAG
59
Elwood & Goetz Wealth Advisory Group
Georgia
$301K +$287K +13,999 New
CFO
60
Colony Family Offices
North Carolina
$260K +$13.5K +660 +6%
TC
61
TownSquare Capital
Utah
$256K +$244K +11,919 New
SFP
62
Sterling Financial Planning
New Jersey
$253K +$241K +11,744 New
AWM
63
Avior Wealth Management
Nebraska
$252K +$95.6K +4,666 +66%
FCM
64
Fortis Capital Management
Washington
$240K +$229K +11,150 New
PWM
65
PBMares Wealth Management
Virginia
$233K +$222K +10,815 New
FPAS
66
Focus Partners Advisor Solutions
Missouri
$224K +$214K +10,418 New
USCWA
67
U.S. Capital Wealth Advisors
Texas
$223K +$212K +10,350 New
MFC
68
Morris Financial Concepts
South Carolina
$201K +$191K +9,329 New
JGCM
69
Joseph Group Capital Management
Ohio
$141K +$134K +6,555 New
TIM
70
Tortoise Investment Management
New York
$83.7K +$14K +682 +21%
CFO
71
CVA Family Office
Colorado
$81.7K – – –
FFA
72
Farther Finance Advisors
California
$65.2K +$62.1K +3,030 New
IA
73
IFP Advisors
Florida
$49K +$30.7K +1,500 +324%
BHWM
74
Beaird Harris Wealth Management
Texas
$23.4K -$44.7K -2,180 -67%
BSWA
75
Bromfield Sneider Wealth Advisors
Massachusetts
$4.95K +$4.71K +230 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.