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Dimensional International Small Cap ETF
DFIS

159 hedge funds and large institutions have $775M invested in Dimensional International Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 83 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 7

232% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 25

24% more capital invested

Capital invested by funds: $628M → $775M (+$148M)

21% more funds holding

Funds holding: 131 → 159 (+28)

0.75% more ownership

Funds ownership: 85.34% → 86.09% (+0.75%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
159
Holders Change
+28
Holders Change %
+21.37%
% 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
83
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$18.5M
2
FFM
Forum Financial Management
Illinois
+$16.8M
3
SC
Savant Capital
Illinois
+$11.5M
4
EAM
Evanson Asset Management
California
+$2.81M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.46M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
-$11.1M
2
OPS
Orion Portfolio Solutions
Nebraska
-$11.1M
3
Jane Street
Jane Street
New York
-$8.65M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.99M
5
AA
Aire Advisors
California
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
Focus Partners Wealth
101
Focus Partners Wealth
Massachusetts
$451K +$415K +18,666 New
EWA
102
EverSource Wealth Advisors
Alabama
$406K +$279K +12,562 +298%
ALWM
103
Andrews Lucia Wealth Management
California
$381K +$9.5K +427 +3%
WRPWM
104
Werba Rubin Papier Wealth Management
California
$345K – – –
PFM
105
Phillips Financial Management
Indiana
$340K +$214K +9,610 +215%
PS
106
Principal Securities
Iowa
$340K +$312K +14,047 New
AC
107
AWM Capital
Arizona
$336K +$311 +14 +0.1%
KAS
108
Kestra Advisory Services
Texas
$327K +$301K +13,514 New
CFO
109
Colony Family Offices
North Carolina
$326K +$11.2K +503 +4%
SFP
110
Sterling Financial Planning
New Jersey
$320K +$111 +5 +0%
FOA
111
Five Oceans Advisors
California
$319K -$145K -6,526 -33%
IA
112
IFG Advisors
Missouri
$319K -$70.3K -3,161 -19%
DWM
113
Dopkins Wealth Management
New York
$318K +$292K +13,147 New
TP
114
Tranquility Partners
Tennessee
$309K +$17.9K +805 +7%
FPF
115
First Pacific Financial
Washington
$291K +$268K +12,039 New
JP Morgan Chase
116
JP Morgan Chase
New York
$289K +$266K +11,975 New
GSEP
117
Golden State Equity Partners
California
$288K – – –
AHL
118
Abel Hall LLC
Louisiana
$287K +$264K +11,873 New
NAM
119
NorthCrest Asset Manangement
Minnesota
$286K -$1.69K -76 -0.6%
CFS
120
Cannon Financial Strategists
Georgia
$274K +$252K +11,350 New
Cambridge Investment Research Advisors
121
Cambridge Investment Research Advisors
Iowa
$272K +$250K +11,250 New
WPW
122
Watershed Private Wealth
Illinois
$264K +$243K +10,907 New
ATI
123
ARK & TLK Investments
Oklahoma
$262K +$241K +10,844 New
SPIA
124
Steward Partners Investment Advisory
New York
$248K -$69K -3,100 -23%
QCIG
125
Quad-Cities Investment Group
Iowa
$245K +$228K +10,250 New
3 4
5
6 7

DFIS Hedge Fund Activity: Q4 2023 in Review

159 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap ETF (DFIS) for Q4 2023, worth a combined $775M — up 24% from $628M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new DFIS positions and 7 closed out — a net gain of 30 holders — while 83 added to existing stakes and 25 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $18.5M. The largest seller was Brinker Capital Investments, cutting an estimated $11.1M.

  • 159 institutional investors held Dimensional International Small Cap ETF (DFIS) as of Q4 2023, up from 131 in Q3 2023.
  • Funds reported $775M of Dimensional International Small Cap ETF stock for Q4 2023, up 24% quarter-over-quarter.
  • 37 funds opened new Dimensional International Small Cap ETF positions in Q4 2023 and 7 closed out, a net change of +30 holders.
  • The largest Dimensional International Small Cap ETF buyer in Q4 2023 was Jones Financial Companies, an estimated $18.5M added.
  • The largest Dimensional International Small Cap ETF seller in Q4 2023 was Brinker Capital Investments, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2023.