Dimensional International Small Cap ETF
DFIS
78 hedge funds and large institutions have $419M invested in Dimensional International Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 32 increasing their positions, 6 reducing their positions, and 4 closing their positions.
875% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 4
433% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 6
251% more capital invested
Capital invested by funds: $119M → $419M (+$300M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
86.52% more ownership
Funds ownership: 0% → 86.52% (+87%)
77% more funds holding
Funds holding: 44 → 78 (+34)
Top Buyers
Top Sellers
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$7.39M |
| 2 |
Jane Street
New York
|
-$2.84M |
| 3 |
CPA
Cardiff Park Advisors
Carlsbad,
California
|
-$1.47M |
| 4 |
ALWM
Andrews Lucia Wealth Management
Danville,
California
|
-$253K |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$248K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
AssetMark Inc
Concord,
California
| $4.78K | +$4.55K | +222 | New |
|
|
LFA
77
Level Financial Advisors
East Amherst,
New York
| $4K | +$3.65K | +178 | New |
|
|
FA
78
Fiduciary Alliance
Greenville,
South Carolina
| $968 | +$922 | +45 | New |
|
|
79
Dimensional Fund Advisors
Austin,
Texas
| – | -$7.39M | -400,000 | Closed |
|
|
CWM
80
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| – | -$248K | -13,437 | Closed |
|
|
MG
81
MilWealth Group
Milwaukee,
Wisconsin
| – | -$220K | -11,893 | Closed |
|
82
UBS Group
Zurich,
Switzerland
| – | -$3K | -139 | Closed |
|
DFIS Hedge Fund Activity: Q4 2022 in Review
78 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap ETF (DFIS) for Q4 2022, worth a combined $419M — up 251% from $119M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new DFIS positions and 4 closed out — a net gain of 35 holders — while 32 added to existing stakes and 6 trimmed.
The largest buyer was Mather Group, adding an estimated $115M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $7.39M sold.
- 78 institutional investors held Dimensional International Small Cap ETF (DFIS) as of Q4 2022, up from 44 in Q3 2022.
- Funds reported $419M of Dimensional International Small Cap ETF stock for Q4 2022, up 251% quarter-over-quarter.
- 39 funds opened new Dimensional International Small Cap ETF positions in Q4 2022 and 4 closed out, a net change of +35 holders.
- The largest Dimensional International Small Cap ETF buyer in Q4 2022 was Mather Group, an estimated $115M added.
- The largest Dimensional International Small Cap ETF seller in Q4 2022 was Dimensional Fund Advisors, an estimated $7.39M sold.
Based on aggregated 13F filings for Q4 2022.