DFIS icon

Dimensional International Small Cap ETF
DFIS

Overview Fund Activity

130 hedge funds and large institutions have $627M invested in Dimensional International Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 74 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
130
Holders Change
+11
Holders Change %
+9.24%
% of All Funds
2.07%
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
74
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$24M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$85M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$28.8M
4
PAS
4
Park Avenue Securities
New York
$17.9M
5
TFA
5
Tobias Financial Advisors
Florida
$2.38M

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$15.5M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$15.5M
3
Jane Street
3
Jane Street
New York
$19.9M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
RWM
5
Revisor Wealth Management
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Modera Wealth Management
New Jersey
$1.19M -$111K -5,065 -9%
GJIA
52
Glass Jacobson Investment Advisors
Maryland
$1.18M +$142K +6,465 +14%
AA
53
Addison Advisors
Vermont
$1.15M +$1.15M +52,325 New
Morgan Stanley
54
Morgan Stanley
New York
$1.13M +$123K +5,601 +12%
CCA
55
Column Capital Advisors
Indiana
$1.12M +$63.8K +2,908 +6%
Betterment LLC
56
Betterment LLC
New York
$1.12M +$310K +14,121 +38%
Creative Planning
57
Creative Planning
Kansas
$1.01M -$119K -5,430 -11%
MFS
58
McNamara Financial Services
Massachusetts
$1M +$1M +45,766 New
MML Investors Services
59
MML Investors Services
Massachusetts
$991K +$106K +4,820 +12%
EFL
60
ERn Financial LLC
Wisconsin
$960K +$21K +955 +2%
FIS
61
Fischer Investment Strategies
California
$790K -$162K -7,402 -17%
LPL Financial
62
LPL Financial
California
$773K +$425K +19,368 +122%
BSW
63
Buckingham Strategic Wealth
Missouri
$751K +$290K +13,209 +63%
PA
64
PFG Advisors
Arizona
$747K +$53.5K +2,438 +8%
CPA
65
Cardiff Park Advisors
California
$742K +$54.7K +2,495 +8%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$742K +$558K +25,434 +304%
KPWS
67
Kestra Private Wealth Services
Texas
$741K +$741K +33,766 New
AAM
68
Austin Asset Management
Texas
$727K +$492K +22,426 +209%
BCM
69
Blume Capital Management
California
$719K – – –
RWM
70
Ruedi Wealth Management
Illinois
$712K +$110K +5,026 +18%
CPIG
71
Chicago Partners Investment Group
Illinois
$702K -$24.3K -1,166 -3%
TFG
72
Tilson Financial Group
New Jersey
$689K +$133K +6,057 +24%
SFM
73
Signet Financial Management
New Jersey
$688K -$16.8K -766 -2%
AWM
74
Avior Wealth Management
Nebraska
$645K +$229K +10,425 +55%
MCA
75
Maryland Capital Advisors
Maryland
$630K +$21.1K +961 +3%
1 2
3
4 5