We are live on ! Find out more
DFIS icon

Dimensional International Small Cap ETF
DFIS

78 hedge funds and large institutions have $419M invested in Dimensional International Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 32 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

875% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 4

433% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 6

251% more capital invested

Capital invested by funds: $119M → $419M (+$300M)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

86.52% more ownership

Funds ownership: 0% → 86.52% (+87%)

77% more funds holding

Funds holding: 44 → 78 (+34)

Holders
78
Holders Change
+34
Holders Change %
+77.27%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
39
Increased
32
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MG
Mather Group
Illinois
+$115M
2
EA
Efficient Advisors
Ohio
+$16.7M
3
BCI
Brinker Capital Investments
Pennsylvania
+$14M
4
LFG
Larson Financial Group
Missouri
+$13.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.9M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$7.39M
2
Jane Street
Jane Street
New York
-$2.84M
3
CPA
Cardiff Park Advisors
California
-$1.47M
4
ALWM
Andrews Lucia Wealth Management
California
-$253K
5
AF
Advisornet Financial
Minnesota
-$248K
Name Holding Trade Value Shares
Change 		Change in
Stake
MG
1
Mather Group
Illinois
$124M +$115M +5,604,878 +3,519%
Corient Private Wealth
2
Corient Private Wealth
Florida
$68.6M +$65.4M +3,189,908 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.6M +$11.9M +578,207 +174%
EA
4
Efficient Advisors
Ohio
$17.5M +$16.7M +813,159 New
LFG
5
Larson Financial Group
Missouri
$15.8M +$13.5M +658,409 +852%
BCI
6
Brinker Capital Investments
Pennsylvania
$14.7M +$14M +684,779 New
MWM
7
Merriman Wealth Management
Washington
$13.1M +$6.15M +300,059 +97%
PAS
8
Park Avenue Securities
New York
$11.7M +$11.1M +543,841 New
TWA
9
TCI Wealth Advisors
Arizona
$10.8M +$8.97M +437,650 +667%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$10.8M +$3.42M +167,011 +52%
EAM
11
Evanson Asset Management
California
$10.5M +$7.42M +361,927 +290%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$7.9M +$757K +36,934 +11%
TWP
13
Total Wealth Planning
Ohio
$7.88M +$2.35M +114,823 +46%
Cerity Partners
14
Cerity Partners
New York
$6.36M +$3.49M +170,503 +136%
FMWA
15
Forvis Mazars Wealth Advisors
Missouri
$6.31M +$1.85M +90,419 +45%
PCI
16
Planning Center Inc
Illinois
$5.94M +$5.66M +276,030 New
PCM
17
Perritt Capital Management
Illinois
$5.84M -$106K -5,162 -2%
THL
18
Tillman Hartley LLC
Colorado
$5.66M +$5.4M +263,296 New
SC
19
Savant Capital
Illinois
$4.82M +$4.6M +224,209 New
WFAG
20
Wescott Financial Advisory Group
Pennsylvania
$3.83M +$2.98M +145,290 +443%
FTUS
21
Flow Traders U.S.
New York
$3.43M +$3.27M +159,626 New
WFA
22
Websterrogers Financial Advisors
South Carolina
$3.41M +$3.25M +158,728 New
CFO
23
Collective Family Office
Pennsylvania
$2.85M +$154K +7,504 +6%
BPA
24
Beacon Pointe Advisors
California
$2.43M +$836K +40,787 +56%
APG
25
Abacus Planning Group
South Carolina
$2.23M +$646K +31,518 +44%
1
2 3 4

DFIS Hedge Fund Activity: Q4 2022 in Review

78 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap ETF (DFIS) for Q4 2022, worth a combined $419M — up 251% from $119M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DFIS positions and 4 closed out — a net gain of 35 holders — while 32 added to existing stakes and 6 trimmed.

The largest buyer was Mather Group, adding an estimated $115M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $7.39M sold.

  • 78 institutional investors held Dimensional International Small Cap ETF (DFIS) as of Q4 2022, up from 44 in Q3 2022.
  • Funds reported $419M of Dimensional International Small Cap ETF stock for Q4 2022, up 251% quarter-over-quarter.
  • 39 funds opened new Dimensional International Small Cap ETF positions in Q4 2022 and 4 closed out, a net change of +35 holders.
  • The largest Dimensional International Small Cap ETF buyer in Q4 2022 was Mather Group, an estimated $115M added.
  • The largest Dimensional International Small Cap ETF seller in Q4 2022 was Dimensional Fund Advisors, an estimated $7.39M sold.

Based on aggregated 13F filings for Q4 2022.