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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 %
PWM
101
PBMares Wealth Management
Virginia
$227K +$9.48K +432 +4%
USCWA
102
U.S. Capital Wealth Advisors
Texas
$212K – – –
DFC
103
DBK Financial Counsel
Ohio
$206K +$206K +9,410 New
SSW
104
Stone Summit Wealth
Florida
$203K +$203K +9,250 New
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$184K – – –
AIM
106
Anchor Investment Management
South Carolina
$154K +$154K +7,040 New
CTWM
107
Cherry Tree Wealth Management
Minnesota
$151K +$55.2K +2,517 +58%
BSWA
108
Bromfield Sneider Wealth Advisors
Massachusetts
$151K +$143K +6,499 +1,781%
PFM
109
Phillips Financial Management
Indiana
$98.2K +$98.2K +4,476 New
EWA
110
EverSource Wealth Advisors
Alabama
$92.5K +$90.7K +4,133 +4,920%
TIM
111
Tortoise Investment Management
New York
$90.9K +$5.55K +253 +7%
BHWM
112
Beaird Harris Wealth Management
Texas
$76.6K +$52.7K +2,400 +220%
OSAM
113
O'Shaughnessy Asset Management
Connecticut
$68.4K +$68.4K +3,116 New
FFA
114
Farther Finance Advisors
California
$66.5K – – –
JGCM
115
Joseph Group Capital Management
Ohio
$62.2K -$3.18K -145 -5%
GEA
116
Glen Eagle Advisors
New Jersey
$38.4K – – –
NSG
117
Nalls Sherbakoff Group
Tennessee
$37K +$37K +1,688 New
IA
118
IFP Advisors
Florida
$32.9K – – –
Comerica Bank
119
Comerica Bank
Texas
$28.2K +$28.2K +1,286 New
QC
120
Quent Capital
New York
$16.9K +$6.85K +312 +68%
US Bancorp
121
US Bancorp
Minnesota
$16.3K -$1.8K -82 -10%
S
122
SignatureFD
Georgia
$10.2K +$10.2K +467 New
CFGS
123
Concourse Financial Group Securities
Alabama
$8.89K -$5.59K -255 -39%
Bank of America
124
Bank of America
North Carolina
$8.38K -$9.28K -423 -53%
CIAS
125
Capital Investment Advisory Services
North Carolina
$5.97K – – –
2 3 4
5
6