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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
PWM
101
Provident Wealth Management
Tennessee
$1.22M -$80.2K -3,154 -6%
MCA
102
Maryland Capital Advisors
Maryland
$1.21M +$322K +12,683 +35%
SSC
103
Syverson Strege & Co
Iowa
$1.2M +$8.18K +322 +0.7%
Mariner
104
Mariner
Kansas
$1.19M +$5.24K +206 +0.4%
EFL
105
ERn Financial LLC
Wisconsin
$1.16M +$57.7K +2,271 +5%
Natixis Advisors
106
Natixis Advisors
Massachusetts
$1.1M +$477K +18,782 +72%
JTWM
107
Jackson Thornton Wealth Management
Alabama
$1.09M +$309K +12,154 +38%
HighTower Advisors
108
HighTower Advisors
Illinois
$1.09M +$589K +23,168 +110%
NFP
109
Narus Financial Partners
Utah
$1.06M +$1.1M +43,210 New
VPWA
110
Vestia Personal Wealth Advisors
Indiana
$1.05M +$196K +7,703 +22%
VW
111
Vance Wealth
California
$1.04M +$138K +5,430 +15%
CL
112
CLG LLC
California
$1.01M +$1.05M +41,127 New
JWM
113
JDH Wealth Management
California
$912K +$944K +37,158 New
VCP
114
Vista Capital Partners
Oregon
$893K +$107K +4,206 +13%
AWMNH
115
Arcadia Wealth Management (New Hampshire)
New Hampshire
$888K +$414K +16,298 +82%
EGWAG
116
Elwood & Goetz Wealth Advisory Group
Georgia
$846K +$141K +5,546 +19%
Bank of America
117
Bank of America
North Carolina
$844K +$156K +6,119 +22%
BCM
118
Blume Capital Management
California
$804K
Royal Bank of Canada
119
Royal Bank of Canada
Ontario, Canada
$756K +$751K +29,552 +2,395%
CPIG
120
Chicago Partners Investment Group
Illinois
$750K +$224K +8,819 +40%
W
121
WPWealth
Texas
$737K +$371K +14,613 +95%
QC
122
Quent Capital
New York
$731K +$227K +8,925 +43%
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
$703K -$65.5K -2,578 -8%
EWA
124
EverSource Wealth Advisors
Alabama
$697K +$452K +17,768 +168%
CAL
125
Capital Analysts LLC
Pennsylvania
$681K +$103K +4,058 +17%

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.