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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
Comerica Bank
201
Comerica Bank
Texas
$36.8K
TCM
202
TruNorth Capital Management
Michigan
$29.1K
BHWM
203
Beaird Harris Wealth Management
Texas
$26.8K
PFT
204
Providence First Trust
Arizona
$24.1K +$24.9K +980 New
FGC
205
Financial Gravity Companies
Texas
$19.6K
HR
206
Howe & Rusling
New York
$17.6K
PMIM
207
Prudent Man Investment Management
Colorado
$16.6K +$17.2K +676 New
UBS Group
208
UBS Group
Switzerland
$16.3K +$16.9K +663 New
GWM
209
Geneos Wealth Management
Colorado
$15.3K
FMII
210
Farmers & Merchants Investments Inc
Nebraska
$14.5K
MCM
211
MAI Capital Management
Ohio
$11.8K +$12.3K +482 New
ADL
212
Asset Dedication LLC
California
$11.2K
CAM
213
Clarity Asset Management
Iowa
$9.52K +$76 +3 +0.8%
CSWM
214
Cassady Schiller Wealth Management
Ohio
$8.23K +$8.51K +335 New
ACA
215
Aptus Capital Advisors
Alabama
$6.95K +$5.24K +206 +268%
KFI
216
Key Financial Inc
Pennsylvania
$5.97K
CFGS
217
Concourse Financial Group Securities
Alabama
$5.38K
NB
218
NBT Bank
New York
$4.89K +$5.06K +199 New
BWL
219
Bogart Wealth LLC
Virginia
$4.71K
SWC
220
Spectrum Wealth Counsel
Indiana
$4.62K +$4.78K +188 New
RCM
221
Raleigh Capital Management
North Carolina
$4.45K +$4.6K +181 New
PMFA
222
Plante Moran Financial Advisors
Michigan
$4.2K +$4.35K +171 New
GSWM
223
Golden State Wealth Management
California
$4.08K +$4.22K +166 New
PFM
224
Phillips Financial Management
Indiana
$3.19K
MAS
225
MPWM Advisory Solutions
Georgia
$982 +$1.02K +40 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.