DFIS icon

Dimensional International Small Cap ETF

188 hedge funds and large institutions have $2.01B invested in Dimensional International Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 109 increasing their positions, 38 reducing their positions, and 8 closing their positions.

Holders
188
Holders Change
+10
Holders Change %
+5.62%
% of All Funds
2.72%
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
109
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$594M 22,159,445 +747,499 +3%
MMI
2
Matson Money Inc
Ohio
$331M 12,329,118 +12,329,118 New
MG
3
Mather Group
Illinois
$273M 10,157,785 +3,642,487 +56%
Corient Private Wealth
4
Corient Private Wealth
Florida
$108M 4,015,042 -129,057 -3%
SC
5
Savant Capital
Illinois
$58.4M 2,175,345 -434,977 -17%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$41.4M 1,543,899 +81,223 +6%
PAS
7
Park Avenue Securities
New York
$33.9M 1,262,708 +110,487 +10%
WFAG
8
Wescott Financial Advisory Group
Pennsylvania
$32.5M 1,210,382 +612,186 +102%
TWA
9
TCI Wealth Advisors
Arizona
$29.6M 1,104,625 +195,282 +21%
EAM
10
Evanson Asset Management
California
$28.9M 1,077,024 +78,185 +8%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$28M 1,045,092 +62,383 +6%
TWP
12
Total Wealth Planning
Ohio
$25.5M 951,768 +65,092 +7%
EA
13
Efficient Advisors
Ohio
$25.4M 945,032 +22,396 +2%
FFM
14
Forum Financial Management
Illinois
$21.5M 799,532
MWM
15
Merriman Wealth Management
Washington
$15M 558,721 +9,912 +2%
EDRIA
16
Edmonds Duncan Registered Investment Advisors
Kansas
$13.9M 518,622 +33,323 +7%
IFA
17
Index Fund Advisors
California
$13.6M 508,417 +78,088 +18%
LFG
18
Larson Financial Group
Missouri
$13.5M 502,161 -22,237 -4%
BCA
19
Ballentine Capital Advisors
South Carolina
$12.8M 477,221 +4,245 +0.9%
PCI
20
Planning Center Inc
Illinois
$12.2M 454,461 +3,129 +0.7%
CF
21
Corrigan Financial
Rhode Island
$11.9M 442,374 +72,180 +19%
Cerity Partners
22
Cerity Partners
New York
$11.5M 427,338 +61,049 +17%
AA
23
Aire Advisors
California
$10.7M 398,744 -14,481 -4%
RFP
24
Root Financial Partners
California
$10.2M 381,079 +116,288 +44%
FMWA
25
Forvis Mazars Wealth Advisors
Missouri
$10M 374,249 -15,170 -4%