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Dimensional International Small Cap ETF
DFIS

180 hedge funds and large institutions have $1.44B invested in Dimensional International Small Cap ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 105 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 28

145% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 11

28% more capital invested

Capital invested by funds: $1.13B → $1.44B (+$315M)

9% more funds holding

Funds holding: 165 → 180 (+15)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

20.47% less ownership

Funds ownership: 103.73% → 83.26% (-20%)

Holders
180
Holders Change
+15
Holders Change %
+9.09%
% of All Funds
2.6%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
27
Increased
105
Reduced
28
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$244M
2
Jane Street
Jane Street
New York
+$38.1M
3
SC
Savant Capital
Illinois
+$10.7M
4
MG
Mather Group
Illinois
+$7.92M
5
WFAG
Wescott Financial Advisory Group
Pennsylvania
+$7.09M

Top Sellers

1
LFG
Larson Financial Group
Missouri
-$13.6M
2
OMC
Old Mission Capital
Illinois
-$8.39M
3
Citadel Advisors
Citadel Advisors
Florida
-$5.53M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$1.7M
5
4WM
49 Wealth Management
Texas
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
51
Brinker Capital Investments
Pennsylvania
$2.66M -$176K -7,046 -6%
OPS
52
Orion Portfolio Solutions
Nebraska
$2.66M -$176K -7,046 -6%
IWS
53
Integrity Wealth Solutions
Colorado
$2.54M +$362K +14,446 +16%
LG
54
LAM Group
Oregon
$2.53M +$15.5K +620 +0.6%
FPAS
55
Focus Partners Advisor Solutions
Missouri
$2.44M +$37K +1,478 +2%
SWM
56
Spire Wealth Management
Virginia
$2.41M -$20.2K -805 -0.8%
WA
57
Waverly Advisors
Alabama
$2.38M +$534K +21,329 +28%
SSC
58
Syverson Strege & Co
Iowa
$2.32M +$1.34M +53,420 +132%
LFA
59
Level Financial Advisors
New York
$2.26M +$654K +26,100 +40%
MFC
60
Morris Financial Concepts
South Carolina
$2.12M +$713K +28,471 +50%
Betterment LLC
61
Betterment LLC
New York
$2.08M +$201K +8,043 +11%
Osaic Holdings
62
Osaic Holdings
Arizona
$2.07M +$715K +28,544 +51%
KPWS
63
Kestra Private Wealth Services
Texas
$1.96M +$283K +11,304 +17%
AAM
64
Austin Asset Management
Texas
$1.95M +$321K +12,820 +19%
FPF
65
First Pacific Financial
Washington
$1.92M +$583K +23,288 +43%
IWP
66
IAG Wealth Partners
Wisconsin
$1.9M +$255K +10,196 +15%
AWM
67
Ariadne Wealth Management
California
$1.78M +$1.81M +72,458 New
GJIA
68
Glass Jacobson Investment Advisors
Maryland
$1.7M -$6.16K -246 -0.4%
Creative Planning
69
Creative Planning
Kansas
$1.61M +$378K +15,111 +30%
MWM
70
Modera Wealth Management
New Jersey
$1.51M +$170K +6,801 +12%
MFS
71
McNamara Financial Services
Massachusetts
$1.51M +$190K +7,583 +14%
LPL Financial
72
LPL Financial
California
$1.51M +$338K +13,514 +28%
PAG
73
Private Advisor Group
New Jersey
$1.49M +$180K +7,178 +13%
RWM
74
Ruedi Wealth Management
Illinois
$1.49M +$397K +15,848 +36%
AWM
75
Avior Wealth Management
Nebraska
$1.48M +$154K +6,156 +11%
1 2
3
4 5

DFIS Hedge Fund Activity: Q2 2024 in Review

180 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap ETF (DFIS) for Q2 2024, worth a combined $1.44B — up 28% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DFIS positions and 11 closed out — a net gain of 16 holders — while 105 added to existing stakes and 28 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $244M. The largest seller was Larson Financial Group, cutting an estimated $13.6M.

  • 180 institutional investors held Dimensional International Small Cap ETF (DFIS) as of Q2 2024, up from 165 in Q1 2024.
  • Funds reported $1.44B of Dimensional International Small Cap ETF stock for Q2 2024, up 28% quarter-over-quarter.
  • 27 funds opened new Dimensional International Small Cap ETF positions in Q2 2024 and 11 closed out, a net change of +16 holders.
  • The largest Dimensional International Small Cap ETF buyer in Q2 2024 was Jones Financial Companies, an estimated $244M added.
  • The largest Dimensional International Small Cap ETF seller in Q2 2024 was Larson Financial Group, an estimated $13.6M sold.

Based on aggregated 13F filings for Q2 2024.