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Dimensional International Small Cap ETF

158 hedge funds and large institutions have $772M invested in Dimensional International Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 82 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+28
Holders Change %
+21.54%
% of All Funds
2.32%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
37
Increased
82
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPA
76
Cardiff Park Advisors
California
$939K +$122K +5,039 +15%
OMC
77
Old Mission Capital
Illinois
$924K -$1.38M -57,117 -60%
NA
78
NewEdge Advisors
Louisiana
$911K +$911K +38,855 New
TFM
79
Trademark Financial Management
Minnesota
$884K +$884K +36,573 New
SWA
80
Sax Wealth Advisors
New Jersey
$880K +$558K +23,078 +173%
AWM
81
Avior Wealth Management
Nebraska
$859K +$149K +6,147 +21%
LPL Financial
82
LPL Financial
California
$814K -$38.5K -1,594 -5%
CPIG
83
Chicago Partners Investment Group
Illinois
$799K +$3.49K +148 +0.4%
BCM
84
Blume Capital Management
California
$792K
PWM
85
PBMares Wealth Management
Virginia
$778K +$528K +21,850 +212%
SFM
86
Signet Financial Management
New Jersey
$761K +$2.66K +110 +0.4%
MCA
87
Maryland Capital Advisors
Maryland
$759K +$64.8K +2,679 +9%
MFC
88
Morris Financial Concepts
South Carolina
$754K +$249K +10,313 +49%
BTI
89
Blue Trust Inc
Georgia
$746K +$182K +8,306 +32%
LFA
90
Level Financial Advisors
New York
$677K +$329K +13,615 +95%
WP
91
Wealthspan Partners
Iowa
$659K +$66.1K +2,736 +11%
MGW
92
MB Generational Wealth
Washington
$612K +$612K +25,309 New
KWM
93
Keebeck Wealth Management
Illinois
$590K +$590K +24,410 New
CWM
94
Cahill Wealth Management
Michigan
$547K +$798 +33 +0.1%
EGWAG
95
Elwood & Goetz Wealth Advisory Group
Georgia
$522K +$33.3K +1,377 +7%
FCM
96
Fortis Capital Management
Washington
$513K +$3.34K +138 +0.7%
WA
97
Waverly Advisors
Alabama
$505K +$505K +20,892 New
Mariner
98
Mariner
Kansas
$481K +$11.6K +479 +2%
AFP
99
Ausdal Financial Partners
Iowa
$465K
Focus Partners Wealth
100
Focus Partners Wealth
Massachusetts
$451K +$451K +18,666 New