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Dimensional International Small Cap ETF
DFIS

Overview Fund Activity

229 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 51 funds opening new positions, 119 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+41
Holders Change %
+21.81%
% of All Funds
3.05%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
51
Increased
119
Reduced
36
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$45.4M
2
MG
2
Mather Group
Illinois
$262M
3
FFM
3
Forum Financial Management
Illinois
$28.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$6.74M
5
AF
5
Allworth Financial
California
$5.9M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$435M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$93.8M
3
SC
3
Savant Capital
Illinois
$51M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$3.34M
5
OMC
5
Old Mission Capital
Illinois
$7.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
151
AWM Capital
Arizona
$344K +$368 +15 +0.1%
VWM
152
Vermillion Wealth Management
Minnesota
$334K +$334K +13,603 New
FOA
153
Five Oceans Advisors
California
$322K -$20K -815 -6%
SFP
154
Sterling Financial Planning
New Jersey
$321K +$98 +4 +0%
IA
155
IFG Advisors
Missouri
$320K +$3.61K +147 +1%
TIM
156
Tortoise Investment Management
New York
$320K +$159K +6,460 +98%
NAM
157
NorthCrest Asset Manangement
Minnesota
$314K +$11.8K +480 +4%
PS
158
Principal Securities
Iowa
$299K -$36.6K -1,490 -11%
WKWM
159
Walter & Keenan Wealth Management
Indiana
$294K – – –
GSEP
160
Golden State Equity Partners
California
$293K +$293K +11,919 New
AHL
161
Abel Hall LLC
Louisiana
$291K – – –
SFM
162
Signet Financial Management
New Jersey
$286K -$3.27K -133 -1%
FCM
163
Fortis Capital Management
Washington
$286K +$1.87K +76 +0.7%
CFS
164
Cannon Financial Strategists
Georgia
$279K – – –
EWA
165
Elevate Wealth Advisory
Georgia
$273K +$139K +5,679 +104%
P
166
&Partners
Tennessee
$255K -$45.4K -1,843 -15%
SCM
167
Sollinda Capital Management
Florida
$254K +$254K +10,349 New
SPIA
168
Steward Partners Investment Advisory
New York
$253K +$9.82K +400 +4%
EH
169
Equitable Holdings
New York
$244K +$244K +9,956 New
TC
170
TAGStone Capital
North Carolina
$224K +$224K +9,128 New
SSW
171
Stone Summit Wealth
Florida
$221K -$6.14K -250 -3%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$220K – – –
JGCM
173
Joseph Group Capital Management
Ohio
$220K +$141K +5,747 +179%
WAP
174
Wealthcare Advisory Partners
Pennsylvania
$215K -$5.89K -240 -3%
FIM
175
Freedom Investment Management
Connecticut
$212K +$10.4K +422 +5%
5 6
7
8 9