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Dimensional International Small Cap ETF
DFIS

159 hedge funds and large institutions have $775M invested in Dimensional International Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 83 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 7

232% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 25

24% more capital invested

Capital invested by funds: $628M → $775M (+$148M)

21% more funds holding

Funds holding: 131 → 159 (+28)

0.75% more ownership

Funds ownership: 85.34% → 86.09% (+0.75%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
159
Holders Change
+28
Holders Change %
+21.37%
% of All Funds
2.32%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
37
Increased
83
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$18.5M
2
FFM
Forum Financial Management
Illinois
+$16.8M
3
SC
Savant Capital
Illinois
+$11.5M
4
EAM
Evanson Asset Management
California
+$2.81M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.46M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
-$11.1M
2
OPS
Orion Portfolio Solutions
Nebraska
-$11.1M
3
Jane Street
Jane Street
New York
-$8.65M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.99M
5
AA
Aire Advisors
California
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
51
Addison Advisors
Vermont
$2M +$676K +30,370 +58%
DC
52
Davenport & Co
Virginia
$2M +$445K +20,020 +32%
IWS
53
Integrity Wealth Solutions
Colorado
$1.9M +$1.75M +78,527 New
SC
54
Schoolcraft Capital
Colorado
$1.84M -$358K -16,101 -17%
TFG
55
Tilson Financial Group
New Jersey
$1.83M +$989K +44,449 +141%
AA
56
Advisory Alpha
Michigan
$1.64M -$72.6K -3,262 -5%
KPWS
57
Kestra Private Wealth Services
Texas
$1.56M +$685K +30,779 +91%
GJIA
58
Glass Jacobson Investment Advisors
Maryland
$1.55M +$233K +10,466 +20%
Betterment LLC
59
Betterment LLC
New York
$1.53M +$277K +12,449 +24%
FPAS
60
Focus Partners Advisor Solutions
Missouri
$1.5M +$851K +38,255 +162%
IWP
61
IAG Wealth Partners
Wisconsin
$1.44M +$858K +38,551 +182%
Osaic Holdings
62
Osaic Holdings
Arizona
$1.4M -$1.01M -45,466 -44%
AAM
63
Austin Asset Management
Texas
$1.38M +$535K +24,072 +73%
Creative Planning
64
Creative Planning
Kansas
$1.34M +$216K +9,719 +21%
PWM
65
Provident Wealth Management
Tennessee
$1.32M -$31K -1,394 -2%
MWM
66
Modera Wealth Management
New Jersey
$1.31M – – –
DPW
67
DiNuzzo Private Wealth
Pennsylvania
$1.23M +$1.13M +50,760 New
MFS
68
McNamara Financial Services
Massachusetts
$1.15M +$39.3K +1,765 +4%
MML Investors Services
69
MML Investors Services
Massachusetts
$1.15M +$51K +2,292 +5%
EFL
70
ERn Financial LLC
Wisconsin
$1.13M +$108K +4,848 +11%
PAG
71
Private Advisor Group
New Jersey
$1.07M +$563K +25,298 +133%
4WM
72
49 Wealth Management
Texas
$1.01M +$933K +41,950 New
SSC
73
Syverson Strege & Co
Iowa
$977K +$900K +40,440 New
TWP
74
Tempus Wealth Planning
California
$974K +$897K +40,306 New
PA
75
PFG Advisors
Arizona
$961K +$126K +5,683 +17%
1 2
3
4 5

DFIS Hedge Fund Activity: Q4 2023 in Review

159 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap ETF (DFIS) for Q4 2023, worth a combined $775M — up 24% from $628M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new DFIS positions and 7 closed out — a net gain of 30 holders — while 83 added to existing stakes and 25 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $18.5M. The largest seller was Brinker Capital Investments, cutting an estimated $11.1M.

  • 159 institutional investors held Dimensional International Small Cap ETF (DFIS) as of Q4 2023, up from 131 in Q3 2023.
  • Funds reported $775M of Dimensional International Small Cap ETF stock for Q4 2023, up 24% quarter-over-quarter.
  • 37 funds opened new Dimensional International Small Cap ETF positions in Q4 2023 and 7 closed out, a net change of +30 holders.
  • The largest Dimensional International Small Cap ETF buyer in Q4 2023 was Jones Financial Companies, an estimated $18.5M added.
  • The largest Dimensional International Small Cap ETF seller in Q4 2023 was Brinker Capital Investments, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2023.