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Dimensional International Small Cap ETF
DFIS

232 hedge funds and large institutions have $1.91B invested in Dimensional International Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 121 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 8

236% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 36

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

22% more funds holding

Funds holding: 190 → 232 (+42)

2.81% less ownership

Funds ownership: 87.86% → 85.05% (-2.8%)

5% less capital invested

Capital invested by funds: $2.02B → $1.91B (-$108M)

Holders
232
Holders Change
+42
Holders Change %
+22.11%
% of All Funds
3.06%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
52
Increased
121
Reduced
36
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$45.3M
2
MG
Mather Group
Illinois
+$13.2M
3
FFM
Forum Financial Management
Illinois
+$9.36M
4
JP Morgan Chase
JP Morgan Chase
New York
+$6M
5
AF
Allworth Financial
California
+$5.76M

Top Sellers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
-$113M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$4.98M
3
SC
Savant Capital
Illinois
-$2.55M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$1.87M
5
OMC
Old Mission Capital
Illinois
-$1.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACC
51
Acorn Creek Capital
Colorado
$4.24M +$190K +7,466 +5%
DC
52
Davenport & Co
Virginia
$3.95M +$430K +16,927 +12%
RDFA
53
Ritter Daniher Financial Advisory
Ohio
$3.93M +$4.07M +160,027 New
LPL Financial
54
LPL Financial
California
$3.86M +$446K +17,544 +13%
DI
55
Disciplined Investments
Oklahoma
$3.76M +$214K +8,437 +6%
Morgan Stanley
56
Morgan Stanley
New York
$3.67M +$132K +5,181 +4%
LFA
57
Level Financial Advisors
New York
$3.6M +$720K +28,325 +24%
TFG
58
Tilson Financial Group
New Jersey
$3.4M +$231K +9,106 +7%
SC
59
Schoolcraft Capital
Colorado
$3.39M +$240K +9,449 +7%
SFA
60
Sequoia Financial Advisors
Ohio
$3.37M +$135K +5,293 +4%
LG
61
LAM Group
Oregon
$3.35M +$845K +33,230 +32%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$3.34M -$1.87M -73,688 -35%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$3.32M +$4.73K +186 +0.1%
MML Investors Services
64
MML Investors Services
Massachusetts
$3.25M +$83.2K +3,272 +3%
FPF
65
First Pacific Financial
Washington
$3.13M +$833K +32,773 +35%
NWM
66
Navigoe Wealth Management
California
$3.12M +$3.23M +126,921 New
MW
67
Marcum Wealth
Ohio
$3.06M +$181K +7,122 +6%
IWS
68
Integrity Wealth Solutions
Colorado
$3.06M -$1.42K -56 -0%
Jane Street
69
Jane Street
New York
$3.03M +$612K +24,096 +24%
TFA
70
Trinity Financial Advisors
Ohio
$2.83M +$1.56M +61,336 +113%
MWM
71
McMill Wealth Management
Nebraska
$2.73M +$2.82M +111,121 New
FPAS
72
Focus Partners Advisor Solutions
Missouri
$2.67M +$226K +8,876 +9%
BWS
73
Broadway Wealth Solutions
Texas
$2.58M +$2.67M +105,150 New
AWM
74
Ariadne Wealth Management
California
$2.56M +$382K +15,042 +18%
Betterment LLC
75
Betterment LLC
New York
$2.55M +$278K +10,931 +12%
1 2
3
4 5

DFIS Hedge Fund Activity: Q4 2024 in Review

232 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap ETF (DFIS) for Q4 2024, worth a combined $1.91B — down 5.3% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new DFIS positions and 8 closed out — a net gain of 44 holders — while 121 added to existing stakes and 36 trimmed.

The largest buyer was Creative Planning, adding an estimated $45.3M. The largest seller was Jones Financial Companies, cutting an estimated $113M.

  • 232 institutional investors held Dimensional International Small Cap ETF (DFIS) as of Q4 2024, up from 190 in Q3 2024.
  • Funds reported $1.91B of Dimensional International Small Cap ETF stock for Q4 2024, down 5.3% quarter-over-quarter.
  • 52 funds opened new Dimensional International Small Cap ETF positions in Q4 2024 and 8 closed out, a net change of +44 holders.
  • The largest Dimensional International Small Cap ETF buyer in Q4 2024 was Creative Planning, an estimated $45.3M added.
  • The largest Dimensional International Small Cap ETF seller in Q4 2024 was Jones Financial Companies, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2024.