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Dimensional International Small Cap ETF

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: 911 (+2)

22% more funds holding

Funds holding: 190232 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
76
Osaic Holdings
Arizona
$2.52M +$52.8K +2,077 +2%
SWM
77
Spire Wealth Management
Virginia
$2.51M +$27.1K +1,068 +1%
MWG
78
Martin Worley Group
Utah
$2.51M +$2.6M +102,129 New
MFC
79
Morris Financial Concepts
South Carolina
$2.49M +$313K +12,315 +14%
KPWS
80
Kestra Private Wealth Services
Texas
$2.38M +$86.1K +3,387 +4%
IWP
81
IAG Wealth Partners
Wisconsin
$2.31M +$239K +9,418 +11%
BCI
82
Brinker Capital Investments
Pennsylvania
$2.27M +$10.1K +397 +0.4%
OPS
83
Orion Portfolio Solutions
Nebraska
$2.27M +$10.1K +397 +0.4%
PS
84
Pinney & Scofield
Massachusetts
$2.17M +$2.25M +88,439 New
AFO
85
Aurelius Family Office
New Hampshire
$2.09M +$2.16M +85,187 New
PAG
86
Private Advisor Group
New Jersey
$2.06M +$487K +19,151 +30%
PWM
87
PBMares Wealth Management
Virginia
$2.01M +$705K +27,732 +51%
RWM
88
Ruedi Wealth Management
Illinois
$2.01M +$326K +12,843 +19%
AAM
89
Austin Asset Management
Texas
$1.89M -$113K -4,458 -5%
BTI
90
Blue Trust Inc
Georgia
$1.73M +$738K +29,048 +70%
AWM
91
Avior Wealth Management
Nebraska
$1.63M +$79.9K +3,144 +5%
AF
92
Advisornet Financial
Minnesota
$1.58M -$39.1K -1,539 -2%
GJIA
93
Glass Jacobson Investment Advisors
Maryland
$1.57M -$145K -5,709 -8%
PFG
94
Prospect Financial Group
Virginia
$1.51M +$1.56M +61,559 New
MFS
95
McNamara Financial Services
Massachusetts
$1.4M -$123K -4,844 -8%
DPW
96
DiNuzzo Private Wealth
Pennsylvania
$1.37M -$7.75K -305 -0.5%
SWM
97
Sterling Wealth Management
Illinois
$1.31M +$183K +7,217 +16%
PA
98
PFG Advisors
Arizona
$1.3M +$120K +4,725 +10%
KAS
99
Kestra Advisory Services
Texas
$1.29M -$9.3K -366 -0.7%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$1.27M +$8.39K +330 +0.6%

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.