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Dimensional International Small Cap ETF
DFIS

Overview Fund Activity

130 hedge funds and large institutions have $627M invested in Dimensional International Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 74 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
130
Holders Change
+11
Holders Change %
+9.24%
% of All Funds
2.07%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
20
Increased
74
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$24M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$85M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$28.8M
4
PAS
4
Park Avenue Securities
New York
$17.9M
5
TFA
5
Tobias Financial Advisors
Florida
$2.38M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$15.5M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$15.5M
3
Jane Street
3
Jane Street
New York
$19.9M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
RWM
5
Revisor Wealth Management
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MG
1
Mather Group
Illinois
$135M 6,130,728 +41,958 +0.7%
Corient Private Wealth
2
Corient Private Wealth
Florida
$85M 3,872,321 +252,860 +7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$28.8M 1,311,229 +233,246 +22%
SC
4
Savant Capital
Illinois
$24M 1,096,124 +395,510 +56%
LFG
5
Larson Financial Group
Missouri
$22.4M 1,022,483 +96,585 +10%
Jane Street
6
Jane Street
New York
$19.9M 908,030 -304,083 -25%
EA
7
Efficient Advisors
Ohio
$19.2M 876,569 +36,796 +4%
PAS
8
Park Avenue Securities
New York
$17.9M 817,789 +116,867 +17%
EAM
9
Evanson Asset Management
California
$15.6M 709,074 +74,681 +12%
BCI
10
Brinker Capital Investments
Pennsylvania
$15.5M 707,286 -671,449 -49%
OPS
11
Orion Portfolio Solutions
Nebraska
$15.5M 707,286 -671,449 -49%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$15.3M 669,552 +66,396 +11%
TWP
13
Total Wealth Planning
Ohio
$15.1M 686,315 +88,842 +15%
TWA
14
TCI Wealth Advisors
Arizona
$13.4M 608,989 +42,847 +8%
MWM
15
Merriman Wealth Management
Washington
$12.4M 567,023 -8,103 -1%
AA
16
Aire Advisors
California
$10.4M 472,853 +51,019 +12%
EDRIA
17
Edmonds Duncan Registered Investment Advisors
Kansas
$9.9M 451,160 +42,369 +10%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$9.19M 418,676 +75,841 +22%
PCI
19
Planning Center Inc
Illinois
$8.82M 401,991 +15,839 +4%
FMWA
20
Forvis Mazars Wealth Advisors
Missouri
$8.2M 373,932 +32,444 +10%
Cerity Partners
21
Cerity Partners
New York
$6.98M 318,161 +6,167 +2%
THL
22
Tillman Hartley LLC
Colorado
$6.39M 291,255 +990 +0.3%
PCM
23
Perritt Capital Management
Illinois
$6.39M 291,134 +3,396 +1%
WFAG
24
Wescott Financial Advisory Group
Pennsylvania
$6.35M 289,515 +20,207 +8%
BPA
25
Beacon Pointe Advisors
California
$5.12M 233,471 +36,814 +19%
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