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Dimensional International Small Cap ETF

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: 165180 (+15)

0% more funds holding in top 10

Funds holding in top 10: 66 (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
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Sterling Wealth Management
Illinois
$567K +$202K +8,057 +54%
CWM
102
Cahill Wealth Management
Michigan
$559K +$1.5K +60 +0.3%
PS
103
Principal Securities
Iowa
$548K +$43.2K +1,727 +8%
DWM
104
Dopkins Wealth Management
New York
$540K +$77K +3,077 +16%
P
105
&Partners
Tennessee
$527K +$536K +21,391 New
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$522K -$114K -4,539 -18%
AFP
107
Ausdal Financial Partners
Iowa
$521K -$23.1K -922 -4%
TFA
108
Trinity Financial Advisors
Ohio
$512K +$520K +20,781 New
Bank of America
109
Bank of America
North Carolina
$491K +$38.3K +1,528 +8%
AWMNH
110
Arcadia Wealth Management (New Hampshire)
New Hampshire
$475K +$483K +19,276 New
WRPWM
111
Werba Rubin Papier Wealth Management
California
$473K +$123K +4,911 +34%
SIMC
112
Squire Investment Management Company
Utah
$463K +$526 +21 +0.1%
RWM
113
Rockwood Wealth Management
Pennsylvania
$463K +$470K +18,788 New
QC
114
Quent Capital
New York
$458K +$235K +9,381 +102%
Natixis Advisors
115
Natixis Advisors
Massachusetts
$422K +$429K +17,114 New
HighTower Advisors
116
HighTower Advisors
Illinois
$417K +$131K +5,227 +45%
ALWM
117
Andrews Lucia Wealth Management
California
$379K
TP
118
Tranquility Partners
Tennessee
$374K +$34K +1,358 +10%
JP Morgan Chase
119
JP Morgan Chase
New York
$347K -$200 -8 -0.1%
AC
120
AWM Capital
Arizona
$346K +$3.58K +143 +1%
FOA
121
Five Oceans Advisors
California
$342K -$2.55K -102 -0.7%
SFP
122
Sterling Financial Planning
New Jersey
$323K +$175 +7 +0.1%
IA
123
IFG Advisors
Missouri
$320K -$5.18K -207 -2%
TFM
124
Trademark Financial Management
Minnesota
$311K +$9.02K +360 +3%
SFM
125
Signet Financial Management
New Jersey
$309K -$454K -18,113 -59%

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.