We are live on ! Find out more
DFIS icon

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
SWM
126
Sterling Wealth Management
Illinois
$229K +$211K +9,471 New
DFC
127
DBK Financial Counsel
Ohio
$227K – – –
SSW
128
Stone Summit Wealth
Florida
$226K +$2.65K +119 +1%
FFA
129
Farther Finance Advisors
California
$178K +$96K +4,314 +142%
CTWM
130
Cherry Tree Wealth Management
Minnesota
$177K +$10.5K +471 +7%
AIM
131
Anchor Investment Management
South Carolina
$170K – – –
BSWA
132
Bromfield Sneider Wealth Advisors
Massachusetts
$167K +$868 +39 +0.6%
EWA
133
Elevate Wealth Advisory
Georgia
$131K +$121K +5,429 New
TIM
134
Tortoise Investment Management
New York
$116K +$14.6K +655 +16%
CFO
135
CVA Family Office
Colorado
$91.8K +$84.5K +3,800 New
ASN
136
Advisory Services Network
Georgia
$78.3K +$72.1K +3,240 New
JGCM
137
Joseph Group Capital Management
Ohio
$77.5K +$8.23K +370 +13%
OSAM
138
O'Shaughnessy Asset Management
Connecticut
$75.3K – – –
QC
139
Quent Capital
New York
$67.7K +$45.1K +2,027 +263%
Bank of America
140
Bank of America
North Carolina
$57.4K +$44.3K +1,993 +522%
Wells Fargo
141
Wells Fargo
California
$50.2K +$46.2K +2,079 New
GEA
142
Glen Eagle Advisors
New Jersey
$42.3K – – –
NSG
143
Nalls Sherbakoff Group
Tennessee
$40.8K – – –
IA
144
IFP Advisors
Florida
$36.3K – – –
Comerica Bank
145
Comerica Bank
Texas
$30.8K -$267 -12 -0.9%
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$30K +$27.7K +1,243 New
BHWM
147
Beaird Harris Wealth Management
Texas
$26.3K -$53.4K -2,400 -69%
CAM
148
Clarity Asset Management
Iowa
$24.9K +$22.9K +1,028 New
US Bancorp
149
US Bancorp
Minnesota
$17.9K – – –
Royal Bank of Canada
150
Royal Bank of Canada
Ontario, Canada
$16K -$737K -33,137 -98%
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.