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Dimensional International Small Cap ETF
DFIS

190 hedge funds and large institutions have $2.02B invested in Dimensional International Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 110 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 38

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

40% more capital invested

Capital invested by funds: $1.44B → $2.02B (+$581M)

6% more funds holding

Funds holding: 180 → 190 (+10)

4.6% more ownership

Funds ownership: 83.26% → 87.86% (+4.6%)

Holders
190
Holders Change
+10
Holders Change %
+5.56%
% of All Funds
2.73%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
20
Increased
110
Reduced
38
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMI
Matson Money Inc
Ohio
+$316M
2
MG
Mather Group
Illinois
+$93.4M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$19.2M
4
WFAG
Wescott Financial Advisory Group
Pennsylvania
+$15.7M
5
OMC
Old Mission Capital
Illinois
+$9.27M

Top Sellers

1
Jane Street
Jane Street
New York
-$42.9M
2
SC
Savant Capital
Illinois
-$11.2M
3
Corient Private Wealth
Corient Private Wealth
Florida
-$3.31M
4
SSC
Syverson Strege & Co
Iowa
-$1.16M
5
NA
NewEdge Advisors
Louisiana
-$727K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$594M +$19.2M +747,499 +3%
MMI
2
Matson Money Inc
Ohio
$331M +$316M +12,329,118 New
MG
3
Mather Group
Illinois
$273M +$93.4M +3,642,487 +56%
Corient Private Wealth
4
Corient Private Wealth
Florida
$108M -$3.31M -129,057 -3%
SC
5
Savant Capital
Illinois
$58.4M -$11.2M -434,977 -17%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$41.4M +$2.08M +81,223 +6%
PAS
7
Park Avenue Securities
New York
$33.9M +$2.83M +110,487 +10%
WFAG
8
Wescott Financial Advisory Group
Pennsylvania
$32.5M +$15.7M +612,186 +102%
TWA
9
TCI Wealth Advisors
Arizona
$29.6M +$5.01M +195,282 +21%
EAM
10
Evanson Asset Management
California
$28.9M +$2M +78,185 +8%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$28M +$1.6M +62,383 +6%
TWP
12
Total Wealth Planning
Ohio
$25.5M +$1.67M +65,092 +7%
EA
13
Efficient Advisors
Ohio
$25.4M +$574K +22,396 +2%
FFM
14
Forum Financial Management
Illinois
$21.5M – – –
MWM
15
Merriman Wealth Management
Washington
$15M +$254K +9,912 +2%
EDRIA
16
Edmonds Duncan Registered Investment Advisors
Kansas
$13.9M +$854K +33,323 +7%
IFA
17
Index Fund Advisors
California
$13.6M +$2M +78,088 +18%
LFG
18
Larson Financial Group
Missouri
$13.5M -$570K -22,237 -4%
BCA
19
Ballentine Capital Advisors
South Carolina
$12.8M +$109K +4,245 +0.9%
PCI
20
Planning Center Inc
Illinois
$12.2M +$80.2K +3,129 +0.7%
CF
21
Corrigan Financial
Rhode Island
$11.9M +$1.85M +72,180 +19%
Cerity Partners
22
Cerity Partners
New York
$11.5M +$1.57M +61,049 +17%
AA
23
Aire Advisors
California
$10.7M -$371K -14,481 -4%
RFP
24
Root Financial Partners
California
$10.2M +$2.98M +116,288 +44%
FMWA
25
Forvis Mazars Wealth Advisors
Missouri
$10M -$389K -15,170 -4%
1
2 3 4 5

DFIS Hedge Fund Activity: Q3 2024 in Review

190 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap ETF (DFIS) for Q3 2024, worth a combined $2.02B — up 40% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DFIS positions and 8 closed out — a net gain of 12 holders — while 110 added to existing stakes and 38 trimmed.

The largest buyer was Matson Money Inc, opening a new position worth an estimated $316M. The largest seller was Jane Street, cutting an estimated $42.9M.

  • 190 institutional investors held Dimensional International Small Cap ETF (DFIS) as of Q3 2024, up from 180 in Q2 2024.
  • Funds reported $2.02B of Dimensional International Small Cap ETF stock for Q3 2024, up 40% quarter-over-quarter.
  • 20 funds opened new Dimensional International Small Cap ETF positions in Q3 2024 and 8 closed out, a net change of +12 holders.
  • The largest Dimensional International Small Cap ETF buyer in Q3 2024 was Matson Money Inc, an estimated $316M added.
  • The largest Dimensional International Small Cap ETF seller in Q3 2024 was Jane Street, an estimated $42.9M sold.

Based on aggregated 13F filings for Q3 2024.