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Dimensional International Small Cap ETF
DFIS

165 hedge funds and large institutions have $1.13B invested in Dimensional International Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 97 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 32

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

45% more capital invested

Capital invested by funds: $775M → $1.13B (+$350M)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

17.64% more ownership

Funds ownership: 86.09% → 103.73% (+18%)

4% more funds holding

Funds holding: 159 → 165 (+6)

Holders
165
Holders Change
+6
Holders Change %
+3.77%
% of All Funds
2.38%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
21
Increased
97
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$258M
2
SC
Savant Capital
Illinois
+$13.7M
3
OMC
Old Mission Capital
Illinois
+$7.13M
4
Citadel Advisors
Citadel Advisors
Florida
+$5.3M
5
PAS
Park Avenue Securities
New York
+$3.25M

Top Sellers

1
Jane Street
Jane Street
New York
-$6.43M
2
BCI
Brinker Capital Investments
Pennsylvania
-$2.22M
3
OPS
Orion Portfolio Solutions
Nebraska
-$2.22M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$2.07M
5
AF
Advisornet Financial
Minnesota
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
LG
51
LAM Group
Oregon
$2.55M +$418K +17,410 +21%
SWM
52
Spire Wealth Management
Virginia
$2.47M +$19.3K +805 +0.8%
FPAS
53
Focus Partners Advisor Solutions
Missouri
$2.44M +$856K +35,605 +58%
SC
54
Schoolcraft Capital
Colorado
$2.3M +$379K +15,754 +21%
Morgan Stanley
55
Morgan Stanley
New York
$2.26M -$901K -37,492 -29%
IWS
56
Integrity Wealth Solutions
Colorado
$2.22M +$240K +10,008 +13%
Betterment LLC
57
Betterment LLC
New York
$1.92M +$314K +13,087 +21%
WA
58
Waverly Advisors
Alabama
$1.89M +$1.31M +54,337 +260%
AA
59
Advisory Alpha
Michigan
$1.75M +$46.6K +1,939 +3%
GJIA
60
Glass Jacobson Investment Advisors
Maryland
$1.74M +$124K +5,173 +8%
KPWS
61
Kestra Private Wealth Services
Texas
$1.71M +$85.8K +3,571 +6%
IWP
62
IAG Wealth Partners
Wisconsin
$1.68M +$176K +7,344 +12%
AAM
63
Austin Asset Management
Texas
$1.67M +$222K +9,236 +16%
LFA
64
Level Financial Advisors
New York
$1.65M +$907K +37,763 +135%
AF
65
Advisornet Financial
Minnesota
$1.46M -$1.21M -50,274 -46%
MFC
66
Morris Financial Concepts
South Carolina
$1.44M +$630K +26,221 +84%
PWM
67
Provident Wealth Management
Tennessee
$1.43M +$59.7K +2,484 +5%
DPW
68
DiNuzzo Private Wealth
Pennsylvania
$1.42M +$141K +5,874 +12%
4WM
69
49 Wealth Management
Texas
$1.4M +$343K +14,253 +34%
Osaic Holdings
70
Osaic Holdings
Arizona
$1.39M -$58.4K -2,429 -4%
FPF
71
First Pacific Financial
Washington
$1.37M +$1.02M +42,633 +354%
MWM
72
Modera Wealth Management
New Jersey
$1.36M +$4.16K +173 +0.3%
AWM
73
Avior Wealth Management
Nebraska
$1.35M +$441K +18,364 +52%
MFS
74
McNamara Financial Services
Massachusetts
$1.34M +$147K +6,118 +13%
PAG
75
Private Advisor Group
New Jersey
$1.33M +$213K +8,876 +20%
1 2
3
4 5

DFIS Hedge Fund Activity: Q1 2024 in Review

165 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap ETF (DFIS) for Q1 2024, worth a combined $1.13B — up 45% from $775M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DFIS positions and 12 closed out — a net gain of 9 holders — while 97 added to existing stakes and 32 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $258M. The largest seller was Jane Street, cutting an estimated $6.43M.

  • 165 institutional investors held Dimensional International Small Cap ETF (DFIS) as of Q1 2024, up from 159 in Q4 2023.
  • Funds reported $1.13B of Dimensional International Small Cap ETF stock for Q1 2024, up 45% quarter-over-quarter.
  • 21 funds opened new Dimensional International Small Cap ETF positions in Q1 2024 and 12 closed out, a net change of +9 holders.
  • The largest Dimensional International Small Cap ETF buyer in Q1 2024 was Jones Financial Companies, an estimated $258M added.
  • The largest Dimensional International Small Cap ETF seller in Q1 2024 was Jane Street, an estimated $6.43M sold.

Based on aggregated 13F filings for Q1 2024.