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Dimensional International Small Cap ETF
DFIS

Overview Fund Activity

130 hedge funds and large institutions have $627M invested in Dimensional International Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 74 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
130
Holders Change
+11
Holders Change %
+9.24%
% of All Funds
2.07%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
20
Increased
74
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$24M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$85M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$28.8M
4
PAS
4
Park Avenue Securities
New York
$17.9M
5
TFA
5
Tobias Financial Advisors
Florida
$2.38M

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$15.5M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$15.5M
3
Jane Street
3
Jane Street
New York
$19.9M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
RWM
5
Revisor Wealth Management
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
76
Blue Trust Inc
Georgia
$586K +$38.8K +1,699 +7%
WP
77
Wealthspan Partners
Iowa
$538K +$188K +8,591 +54%
FPAS
78
Focus Partners Advisor Solutions
Missouri
$518K -$9.28K -423 -2%
CWM
79
Cahill Wealth Management
Michigan
$496K +$85.8K +3,910 +21%
IWP
80
IAG Wealth Partners
Wisconsin
$465K +$224K +10,196 +93%
FCM
81
Fortis Capital Management
Washington
$463K +$2.66K +121 +0.6%
MFC
82
Morris Financial Concepts
South Carolina
$458K +$98K +4,468 +27%
EGWAG
83
Elwood & Goetz Wealth Advisory Group
Georgia
$444K -$25.6K -1,165 -5%
FOA
84
Five Oceans Advisors
California
$433K +$1.21K +55 +0.3%
Mariner
85
Mariner
Kansas
$426K +$426K +19,407 New
AFP
86
Ausdal Financial Partners
Iowa
$422K +$422K +19,230 New
PAG
87
Private Advisor Group
New Jersey
$418K +$418K +19,067 New
IA
88
IFG Advisors
Missouri
$359K -$21.2K -965 -6%
ALWM
89
Andrews Lucia Wealth Management
California
$337K – – –
CG
90
Colony Group
Massachusetts
$328K -$56.5K -2,576 -15%
LFA
91
Level Financial Advisors
New York
$315K +$75.7K +3,452 +32%
WRPWM
92
Werba Rubin Papier Wealth Management
California
$313K – – –
AC
93
AWM Capital
Arizona
$305K +$1.76K +80 +0.6%
SPIA
94
Steward Partners Investment Advisory
New York
$293K +$16.5K +750 +6%
SWA
95
Sax Wealth Advisors
New Jersey
$293K +$89.3K +4,069 +44%
SFP
96
Sterling Financial Planning
New Jersey
$290K +$34.2K +1,557 +13%
CFO
97
Colony Family Offices
North Carolina
$285K +$18.6K +846 +7%
TP
98
Tranquility Partners
Tennessee
$263K +$263K +11,975 New
GSEP
99
Golden State Equity Partners
California
$262K – – –
NAM
100
NorthCrest Asset Manangement
Minnesota
$261K -$1.8K -82 -0.7%
2 3
4
5 6