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Dimensional International Small Cap ETF

163 hedge funds and large institutions have $1.12B invested in Dimensional International Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 96 increasing their positions, 32 reducing their positions, and 12 closing their positions.

Holders
163
Holders Change
+5
Holders Change %
+3.16%
% of All Funds
2.36%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
20
Increased
96
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$292M 11,665,328 +10,732,881 +1,151%
MG
2
Mather Group
Illinois
$150M 6,198,921 -27,281 -0.4%
Corient Private Wealth
3
Corient Private Wealth
Florida
$102M 4,083,703 +109,941 +3%
SC
4
Savant Capital
Illinois
$54.7M 2,183,728 +571,226 +35%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$35.1M 1,400,821 +43,335 +3%
LFG
6
Larson Financial Group
Missouri
$26.7M 1,066,516 -32,102 -3%
PAS
7
Park Avenue Securities
New York
$26M 1,039,095 +135,420 +15%
EA
8
Efficient Advisors
Ohio
$23.6M 942,616 +41,157 +5%
EAM
9
Evanson Asset Management
California
$23M 916,541 +80,947 +10%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$22.2M 886,390 +106,136 +14%
TWP
11
Total Wealth Planning
Ohio
$20.6M 823,172 +39,980 +5%
FFM
12
Forum Financial Management
Illinois
$20M 799,532 +42,426 +6%
TWA
13
TCI Wealth Advisors
Arizona
$18.5M 739,189 +48,517 +7%
MWM
14
Merriman Wealth Management
Washington
$14.1M 564,163 -8,697 -2%
EDRIA
15
Edmonds Duncan Registered Investment Advisors
Kansas
$11.7M 466,795 +6,692 +1%
BCA
16
Ballentine Capital Advisors
South Carolina
$11.3M 452,782 +15,034 +3%
PCI
17
Planning Center Inc
Illinois
$11.1M 444,873 +30,912 +7%
AA
18
Aire Advisors
California
$10.2M 405,744 -166 -0%
FMWA
19
Forvis Mazars Wealth Advisors
Missouri
$9.8M 390,997 +7,734 +2%
CF
20
Corrigan Financial
Rhode Island
$9.28M 370,194 +101,415 +38%
Cerity Partners
21
Cerity Partners
New York
$8.69M 346,930 +12,009 +4%
IFA
22
Index Fund Advisors
California
$8.64M 344,862 +56,284 +20%
OMC
23
Old Mission Capital
Illinois
$8.39M 334,951 +296,703 +776%
WFAG
24
Wescott Financial Advisory Group
Pennsylvania
$7.89M 314,857 +33,181 +12%
PCM
25
Perritt Capital Management
Illinois
$7.57M 302,048 +5,347 +2%