DFIS icon

Dimensional International Small Cap ETF
DFIS

Overview Fund Activity

44 hedge funds and large institutions have $119M invested in Dimensional International Small Cap ETF in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 1 reducing their positions, and 5 closing their positions.

Holders
44
Holders Change
+14
Holders Change %
+46.67%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
23
Reduced
1
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BDF
1
Balasa Dinverno & Foltz
$48.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.16M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$6.1M
4
MWM
4
Merriman Wealth Management
Washington
$5.72M
5
Jane Street
5
Jane Street
New York
$3.58M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
CL
2
CPWM LLC
Washington
$0
3
CA
3
CGN Advisors
Kansas
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
APG
5
Abacus Planning Group
South Carolina
$1.33M
Name Market Value Shares Shares
Change 		Shares
Change %
BDF
1
Balasa Dinverno & Foltz
$48.1M 2,604,630 +878,090 +51%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$7.39M 400,000 – –
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.16M 333,174 +333,174 New
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$6.1M 330,239 +330,239 New
MWM
5
Merriman Wealth Management
Washington
$5.72M 309,276 +251,816 +438%
PCM
6
Perritt Capital Management
Illinois
$5.11M 276,486 +15,326 +6%
TWP
7
Total Wealth Planning
Ohio
$4.65M 251,619 +144,190 +134%
FMWA
8
Forvis Mazars Wealth Advisors
Missouri
$3.75M 202,771 +135,118 +200%
Jane Street
9
Jane Street
New York
$3.58M 193,624 +193,624 New
MG
10
Mather Group
Illinois
$2.94M 159,275 +26,205 +20%
Cerity Partners
11
Cerity Partners
New York
$2.32M 125,256 +125,256 New
EAM
12
Evanson Asset Management
California
$2.31M 124,935 +28,966 +30%
CFO
13
Collective Family Office
Pennsylvania
$2.31M 124,841 +15,444 +14%
AF
14
Advisornet Financial
Minnesota
$1.94M 105,213 +73,368 +230%
CPA
15
Cardiff Park Advisors
California
$1.83M 98,798 +17,882 +22%
LFG
16
Larson Financial Group
Missouri
$1.43M 77,238 +77,238 New
BPA
17
Beacon Pointe Advisors
California
$1.34M 72,342 +48,622 +205%
APG
18
Abacus Planning Group
South Carolina
$1.33M 72,193 -4,773 -6%
AA
19
Advisory Alpha
Michigan
$1.26M 68,074 +68,074 New
TWA
20
TCI Wealth Advisors
Arizona
$1.21M 65,604 +27,057 +70%
RPG
21
Resource Planning Group
Georgia
$1.2M 65,173 +31,176 +92%
DI
22
Disciplined Investments
Oklahoma
$1.12M 60,619 +41,834 +223%
RRC
23
Relaxing Retirement Coach
Massachusetts
$783K 42,406 +22,494 +113%
WFAG
24
Wescott Financial Advisory Group
Pennsylvania
$606K 32,782 +10,207 +45%
AA
25
Alesco Advisors
New York
$600K 32,487 +32,487 New
1
2