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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
AF
76
Advisornet Financial
Minnesota
$1.42M -$10.6K -425 -0.7%
DPW
77
DiNuzzo Private Wealth
Pennsylvania
$1.4M +$2.53K +101 +0.2%
PWM
78
Provident Wealth Management
Tennessee
$1.34M -$66.7K -2,662 -5%
NA
79
NewEdge Advisors
Louisiana
$1.24M +$59.7K +2,384 +5%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$1.24M +$151K +6,015 +14%
PWM
81
PBMares Wealth Management
Virginia
$1.15M +$131K +5,235 +13%
EFL
82
ERn Financial LLC
Wisconsin
$1.13M -$140K -5,609 -11%
PA
83
PFG Advisors
Arizona
$1.11M +$71.3K +2,846 +7%
Mariner
84
Mariner
Kansas
$1.07M +$136K +5,445 +14%
KAS
85
Kestra Advisory Services
Texas
$1.06M +$389K +15,552 +57%
BTI
86
Blue Trust Inc
Georgia
$962K – – –
EWA
87
EverSource Wealth Advisors
Alabama
$943K +$260K +10,380 +40%
AWM
88
Aspire Wealth Management
Massachusetts
$901K +$131K +5,236 +17%
MCA
89
Maryland Capital Advisors
Maryland
$842K +$7.01K +280 +0.8%
CPIG
90
Chicago Partners Investment Group
Illinois
$838K -$2.53K -101 -0.3%
WP
91
Wealthspan Partners
Iowa
$813K +$58.2K +2,324 +8%
BCM
92
Blume Capital Management
California
$807K – – –
VPWA
93
Vestia Personal Wealth Advisors
Indiana
$784K +$798K +31,850 New
VW
94
Vance Wealth
California
$749K +$762K +30,429 New
JTWM
95
Jackson Thornton Wealth Management
Alabama
$716K +$728K +29,061 New
SWA
96
Sax Wealth Advisors
New Jersey
$658K -$204K -8,136 -23%
CFO
97
Colony Family Offices
North Carolina
$646K +$160K +6,400 +32%
CPA
98
Cardiff Park Advisors
California
$623K -$288K -11,495 -31%
MGW
99
MB Generational Wealth
Washington
$614K – – –
EGWAG
100
Elwood & Goetz Wealth Advisory Group
Georgia
$583K +$41K +1,636 +7%
2 3
4
5 6

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.