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Dimensional International Small Cap ETF

120 hedge funds and large institutions have $600M invested in Dimensional International Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

825% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 8

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

18% more funds holding

Funds holding: 102120 (+18)

11% more capital invested

Capital invested by funds: $542M → $600M (+$57.9M)

4.1% more ownership

Funds ownership: 88.49%92.59% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
120
Holders Change
+18
Holders Change %
+17.65%
% of All Funds
1.88%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
74
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RRC
51
Relaxing Retirement Coach
Massachusetts
$1.17M +$71.1K +3,086 +6%
DC
52
Davenport & Co
Virginia
$1.14M +$1.15M +49,802 New
CCA
53
Column Capital Advisors
Indiana
$1.1M +$215K +9,343 +24%
GJIA
54
Glass Jacobson Investment Advisors
Maryland
$1.08M +$1.09M +47,144 New
Morgan Stanley
55
Morgan Stanley
New York
$1.04M +$851K +36,944 +422%
FIS
56
Fischer Investment Strategies
California
$990K +$1,000K +43,394 New
EFL
57
ERn Financial LLC
Wisconsin
$976K +$105K +4,576 +12%
MML Investors Services
58
MML Investors Services
Massachusetts
$921K +$930K +40,360 New
Betterment LLC
59
Betterment LLC
New York
$840K +$402K +17,438 +90%
CPIG
60
Chicago Partners Investment Group
Illinois
$809K +$125K +5,420 +18%
BCM
61
Blume Capital Management
California
$747K
SFM
62
Signet Financial Management
New Jersey
$733K +$6.98K +303 +1%
PA
63
PFG Advisors
Arizona
$722K +$177K +7,692 +32%
CPA
64
Cardiff Park Advisors
California
$715K -$127K -5,515 -15%
MCA
65
Maryland Capital Advisors
Maryland
$633K +$55.3K +2,399 +9%
RWM
66
Ruedi Wealth Management
Illinois
$626K +$122K +5,274 +24%
TFG
67
Tilson Financial Group
New Jersey
$579K +$188K +8,164 +47%
BTI
68
Blue Trust Inc
Georgia
$551K +$553K +23,984 New
FPAS
69
Focus Partners Advisor Solutions
Missouri
$548K +$206K +8,941 +59%
EGWAG
70
Elwood & Goetz Wealth Advisory Group
Georgia
$488K +$165K +7,159 +50%
BSW
71
Buckingham Strategic Wealth
Missouri
$480K +$484K +21,016 New
FCM
72
Fortis Capital Management
Washington
$479K +$227K +9,836 +88%
FOA
73
Five Oceans Advisors
California
$449K -$257K -11,138 -36%
AWM
74
Avior Wealth Management
Nebraska
$433K +$74.8K +3,247 +21%
CWM
75
Cahill Wealth Management
Michigan
$426K +$3.6K +156 +0.8%

DFIS Hedge Fund Activity: Q2 2023 in Review

120 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap ETF (DFIS) for Q2 2023, worth a combined $600M — up 11% from $542M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFIS positions and 6 closed out — a net gain of 18 holders — while 74 added to existing stakes and 8 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $15M. The largest seller was Jane Street, cutting an estimated $1.77M.

  • 120 institutional investors held Dimensional International Small Cap ETF (DFIS) as of Q2 2023, up from 102 in Q1 2023.
  • Funds reported $600M of Dimensional International Small Cap ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 24 funds opened new Dimensional International Small Cap ETF positions in Q2 2023 and 6 closed out, a net change of +18 holders.
  • The largest Dimensional International Small Cap ETF buyer in Q2 2023 was Brinker Capital Investments, an estimated $15M added.
  • The largest Dimensional International Small Cap ETF seller in Q2 2023 was Jane Street, an estimated $1.77M sold.

Based on aggregated 13F filings for Q2 2023.