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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
CFO
126
Colony Family Offices
North Carolina
$676K +$1.09K +43 +0.2%
CPA
127
Cardiff Park Advisors
California
$618K -$4.07K -160 -0.6%
SIMC
128
Squire Investment Management Company
Utah
$613K +$99.9K +3,930 +19%
MGW
129
MB Generational Wealth
Washington
$613K
DWM
130
Dopkins Wealth Management
New York
$584K +$604K +23,773 New
CWM
131
Cahill Wealth Management
Michigan
$558K +$915 +36 +0.2%
SWA
132
Sax Wealth Advisors
New Jersey
$555K -$70.3K -2,768 -11%
NA
133
NewEdge Advisors
Louisiana
$551K +$8.08K +318 +1%
MWM
134
Modera Wealth Management
New Jersey
$547K -$1.25M -49,200 -69%
AFP
135
Ausdal Financial Partners
Iowa
$517K -$9.58K -377 -2%
AWMM
136
Aegis Wealth Management (Maryland)
Maryland
$480K +$497K +19,565 New
RCM
137
Riggs Capital Management
Utah
$475K +$492K +19,348 New
WRPWM
138
Werba Rubin Papier Wealth Management
California
$472K +$457 +18 +0.1%
PWP
139
Parkwoods Wealth Partners
New York
$470K +$297K +11,686 +157%
GS
140
GTS Securities
New York
$466K +$482K +18,979 New
RWM
141
Rockwood Wealth Management
Pennsylvania
$465K +$3.05K +120 +0.6%
MWM
142
Mission Wealth Management
California
$432K +$447K +17,577 New
SPI
143
Sutton Place Investors
New York
$416K +$430K +16,938 New
ALWM
144
Andrews Lucia Wealth Management
California
$410K +$25 +1 +0%
RWM
145
Rialto Wealth Management
New York
$406K +$420K +16,526 New
QCIG
146
Quad-Cities Investment Group
Iowa
$405K -$25.7K -1,011 -6%
TP
147
Tranquility Partners
Tennessee
$376K -$31.9K -1,254 -8%
Goldman Sachs
148
Goldman Sachs
New York
$374K +$387K +15,215 New
WP
149
Wealthspan Partners
Iowa
$372K -$237K -9,310 -38%
WANY
150
Wealthspire Advisors (New York)
New York
$359K +$372K +14,640 New

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.