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Dimensional International Small Cap ETF
DFIS

165 hedge funds and large institutions have $1.13B invested in Dimensional International Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 97 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 32

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

45% more capital invested

Capital invested by funds: $775M → $1.13B (+$350M)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

17.64% more ownership

Funds ownership: 86.09% → 103.73% (+18%)

4% more funds holding

Funds holding: 159 → 165 (+6)

Holders
165
Holders Change
+6
Holders Change %
+3.77%
% of All Funds
2.38%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
21
Increased
97
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$258M
2
SC
Savant Capital
Illinois
+$13.7M
3
OMC
Old Mission Capital
Illinois
+$7.13M
4
Citadel Advisors
Citadel Advisors
Florida
+$5.3M
5
PAS
Park Avenue Securities
New York
+$3.25M

Top Sellers

1
Jane Street
Jane Street
New York
-$6.43M
2
BCI
Brinker Capital Investments
Pennsylvania
-$2.22M
3
OPS
Orion Portfolio Solutions
Nebraska
-$2.22M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$2.07M
5
AF
Advisornet Financial
Minnesota
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
BEW
126
Burton Enright Welch
California
$259K +$248K +10,332 New
SPIA
127
Steward Partners Investment Advisory
New York
$257K – – –
QCIG
128
Quad-Cities Investment Group
Iowa
$256K -$1.13K -47 -0.5%
HA
129
Hanover Advisors
South Carolina
$252K +$241K +10,040 New
DFC
130
DBK Financial Counsel
Ohio
$236K – – –
SSW
131
Stone Summit Wealth
Florida
$234K -$625 -26 -0.3%
QC
132
Quent Capital
New York
$231K +$154K +6,427 +230%
LNC
133
Lincoln National Corp
Pennsylvania
$223K +$214K +8,903 New
WPW
134
Watershed Private Wealth
Illinois
$212K -$58.6K -2,437 -22%
CCA
135
Clarity Capital Advisors
Florida
$201K +$193K +8,033 New
PCG
136
Prosperity Consulting Group
Maryland
$201K +$193K +8,013 New
CTWM
137
Cherry Tree Wealth Management
Minnesota
$189K +$5.05K +210 +3%
BSWA
138
Bromfield Sneider Wealth Advisors
Massachusetts
$173K +$72 +3 +0%
TIM
139
Tortoise Investment Management
New York
$158K +$36K +1,500 +31%
EWA
140
Elevate Wealth Advisory
Georgia
$136K +$24 +1 +0%
CIAS
141
Capital Investment Advisory Services
North Carolina
$96.7K +$89.8K +3,737 +3,088%
FFA
142
Farther Finance Advisors
California
$80.9K -$98.7K -4,106 -56%
OSAM
143
O'Shaughnessy Asset Management
Connecticut
$78.1K – – –
JGCM
144
Joseph Group Capital Management
Ohio
$60.5K -$19K -791 -25%
Wells Fargo
145
Wells Fargo
California
$52.1K – – –
CMBA
146
C.M. Bidwell & Associates
Hawaii
$50.4K +$48.3K +2,012 New
EFP
147
EnRich Financial Partners
Wisconsin
$48.1K +$46.2K +1,921 New
GEA
148
Glen Eagle Advisors
New Jersey
$43.9K – – –
IA
149
IFP Advisors
Florida
$37.6K – – –
Royal Bank of Canada
150
Royal Bank of Canada
Ontario, Canada
$36K +$18.8K +781 +117%
4 5
6
7 8

DFIS Hedge Fund Activity: Q1 2024 in Review

165 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap ETF (DFIS) for Q1 2024, worth a combined $1.13B — up 45% from $775M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DFIS positions and 12 closed out — a net gain of 9 holders — while 97 added to existing stakes and 32 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $258M. The largest seller was Jane Street, cutting an estimated $6.43M.

  • 165 institutional investors held Dimensional International Small Cap ETF (DFIS) as of Q1 2024, up from 159 in Q4 2023.
  • Funds reported $1.13B of Dimensional International Small Cap ETF stock for Q1 2024, up 45% quarter-over-quarter.
  • 21 funds opened new Dimensional International Small Cap ETF positions in Q1 2024 and 12 closed out, a net change of +9 holders.
  • The largest Dimensional International Small Cap ETF buyer in Q1 2024 was Jones Financial Companies, an estimated $258M added.
  • The largest Dimensional International Small Cap ETF seller in Q1 2024 was Jane Street, an estimated $6.43M sold.

Based on aggregated 13F filings for Q1 2024.