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Dimensional International Small Cap ETF

131 hedge funds and large institutions have $628M invested in Dimensional International Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 75 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 24

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

9% more funds holding

Funds holding: 120131 (+11)

5% more capital invested

Capital invested by funds: $600M → $628M (+$27.9M)

7.26% less ownership

Funds ownership: 92.59%85.34% (-7.3%)

Holders
131
Holders Change
+11
Holders Change %
+9.17%
% of All Funds
2.08%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
20
Increased
75
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Modera Wealth Management
New Jersey
$1.19M -$116K -5,065 -9%
GJIA
52
Glass Jacobson Investment Advisors
Maryland
$1.18M +$148K +6,465 +14%
AA
53
Addison Advisors
Vermont
$1.15M +$1.2M +52,325 New
Morgan Stanley
54
Morgan Stanley
New York
$1.13M +$129K +5,601 +12%
CCA
55
Column Capital Advisors
Indiana
$1.12M +$66.8K +2,908 +6%
Betterment LLC
56
Betterment LLC
New York
$1.12M +$324K +14,121 +38%
RF
57
Robinswood Financial
Washington
$1.09M +$817K +35,571 +250%
Creative Planning
58
Creative Planning
Kansas
$1.01M -$125K -5,430 -11%
MFS
59
McNamara Financial Services
Massachusetts
$1M +$1.05M +45,766 New
MML Investors Services
60
MML Investors Services
Massachusetts
$991K +$111K +4,820 +12%
EFL
61
ERn Financial LLC
Wisconsin
$960K +$21.9K +955 +2%
FIS
62
Fischer Investment Strategies
California
$790K -$170K -7,402 -17%
LPL Financial
63
LPL Financial
California
$773K +$445K +19,368 +122%
BSW
64
Buckingham Strategic Wealth
Missouri
$751K +$303K +13,209 +63%
PA
65
PFG Advisors
Arizona
$747K +$56K +2,438 +8%
CPA
66
Cardiff Park Advisors
California
$742K +$57.3K +2,495 +8%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$742K +$584K +25,434 +304%
KPWS
68
Kestra Private Wealth Services
Texas
$741K +$775K +33,766 New
AAM
69
Austin Asset Management
Texas
$727K +$515K +22,426 +209%
BCM
70
Blume Capital Management
California
$719K
RWM
71
Ruedi Wealth Management
Illinois
$712K +$115K +5,026 +18%
CPIG
72
Chicago Partners Investment Group
Illinois
$702K -$26.8K -1,166 -3%
TFG
73
Tilson Financial Group
New Jersey
$689K +$139K +6,057 +24%
SFM
74
Signet Financial Management
New Jersey
$688K -$17.6K -766 -2%
AWM
75
Avior Wealth Management
Nebraska
$645K +$239K +10,425 +55%

DFIS Hedge Fund Activity: Q3 2023 in Review

131 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap ETF (DFIS) for Q3 2023, worth a combined $628M — up 4.7% from $600M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DFIS positions and 8 closed out — a net gain of 12 holders — while 75 added to existing stakes and 24 trimmed.

The largest buyer was Savant Capital, adding an estimated $9.08M. The largest seller was Brinker Capital Investments, cutting an estimated $15.4M.

  • 131 institutional investors held Dimensional International Small Cap ETF (DFIS) as of Q3 2023, up from 120 in Q2 2023.
  • Funds reported $628M of Dimensional International Small Cap ETF stock for Q3 2023, up 4.7% quarter-over-quarter.
  • 20 funds opened new Dimensional International Small Cap ETF positions in Q3 2023 and 8 closed out, a net change of +12 holders.
  • The largest Dimensional International Small Cap ETF buyer in Q3 2023 was Savant Capital, an estimated $9.08M added.
  • The largest Dimensional International Small Cap ETF seller in Q3 2023 was Brinker Capital Investments, an estimated $15.4M sold.

Based on aggregated 13F filings for Q3 2023.