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Dimensional International Small Cap ETF
DFIS

190 hedge funds and large institutions have $2.02B invested in Dimensional International Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 110 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 38

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

40% more capital invested

Capital invested by funds: $1.44B → $2.02B (+$581M)

6% more funds holding

Funds holding: 180 → 190 (+10)

4.6% more ownership

Funds ownership: 83.26% → 87.86% (+4.6%)

Holders
190
Holders Change
+10
Holders Change %
+5.56%
% of All Funds
2.73%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
20
Increased
110
Reduced
38
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMI
Matson Money Inc
Ohio
+$316M
2
MG
Mather Group
Illinois
+$93.4M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$19.2M
4
WFAG
Wescott Financial Advisory Group
Pennsylvania
+$15.7M
5
OMC
Old Mission Capital
Illinois
+$9.27M

Top Sellers

1
Jane Street
Jane Street
New York
-$42.9M
2
SC
Savant Capital
Illinois
-$11.2M
3
Corient Private Wealth
Corient Private Wealth
Florida
-$3.31M
4
SSC
Syverson Strege & Co
Iowa
-$1.16M
5
NA
NewEdge Advisors
Louisiana
-$727K
Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
151
Cherry Tree Wealth Management
Minnesota
$181K -$21.1K -824 -11%
TIM
152
Tortoise Investment Management
New York
$176K -$61.5K -2,400 -27%
EWA
153
Elevate Wealth Advisory
Georgia
$146K +$103 +4 +0.1%
Wells Fargo
154
Wells Fargo
California
$133K +$127K +4,945 +164,833%
CIAS
155
Capital Investment Advisory Services
North Carolina
$102K -$13.2K -514 -12%
JGCM
156
Joseph Group Capital Management
Ohio
$86.1K +$16.9K +659 +26%
FFA
157
Farther Finance Advisors
California
$85.4K – – –
OSAM
158
O'Shaughnessy Asset Management
Connecticut
$81.7K – – –
FG
159
Fairman Group
Pennsylvania
$81K +$231 +9 +0.3%
BIA
160
Bell Investment Advisors
California
$80.3K – – –
CMBA
161
C.M. Bidwell & Associates
Hawaii
$54.8K +$154 +6 +0.3%
LI
162
LRI Investments
Florida
$54.4K +$56.2K +2,192 New
EFP
163
EnRich Financial Partners
Wisconsin
$54.2K – – –
FHA
164
First Horizon Advisors
Tennessee
$51.4K +$49.1K +1,916 New
SAM
165
Smartleaf Asset Management
Massachusetts
$49.8K -$12.5K -489 -21%
GEA
166
Glen Eagle Advisors
New Jersey
$47K – – –
IA
167
IFP Advisors
Florida
$41.1K +$846 +33 +2%
Comerica Bank
168
Comerica Bank
Texas
$40.2K -$2.02K -79 -5%
Royal Bank of Canada
169
Royal Bank of Canada
Ontario, Canada
$33K -$155K -6,058 -83%
TCM
170
TruNorth Capital Management
Michigan
$31.8K – – –
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$29.4K – – –
BHWM
172
Beaird Harris Wealth Management
Texas
$29.2K – – –
FGC
173
Financial Gravity Companies
Texas
$21.5K +$20.5K +800 New
HR
174
Howe & Rusling
New York
$19.2K – – –
GWM
175
Geneos Wealth Management
Colorado
$16.7K +$1.72K +67 +12%
4 5 6
7
8

DFIS Hedge Fund Activity: Q3 2024 in Review

190 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap ETF (DFIS) for Q3 2024, worth a combined $2.02B — up 40% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DFIS positions and 8 closed out — a net gain of 12 holders — while 110 added to existing stakes and 38 trimmed.

The largest buyer was Matson Money Inc, opening a new position worth an estimated $316M. The largest seller was Jane Street, cutting an estimated $42.9M.

  • 190 institutional investors held Dimensional International Small Cap ETF (DFIS) as of Q3 2024, up from 180 in Q2 2024.
  • Funds reported $2.02B of Dimensional International Small Cap ETF stock for Q3 2024, up 40% quarter-over-quarter.
  • 20 funds opened new Dimensional International Small Cap ETF positions in Q3 2024 and 8 closed out, a net change of +12 holders.
  • The largest Dimensional International Small Cap ETF buyer in Q3 2024 was Matson Money Inc, an estimated $316M added.
  • The largest Dimensional International Small Cap ETF seller in Q3 2024 was Jane Street, an estimated $42.9M sold.

Based on aggregated 13F filings for Q3 2024.