Dimensional International Small Cap Value ETF
DISV
252 hedge funds and large institutions have $1.45B invested in Dimensional International Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 146 increasing their positions, 50 reducing their positions, and 10 closing their positions.
192% more repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 50
170% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 10
8% more funds holding in top 10
Funds holding in top 10: 26 → 28 (+2)
7% more funds holding
Funds holding: 236 → 252 (+16)
4% more capital invested
Capital invested by funds: $1.4B → $1.45B (+$54.9M)
1.37% less ownership
Funds ownership: 77.7% → 76.33% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$9.95M |
| 2 |
SC
Savant Capital
Rockford,
Illinois
|
+$9.18M |
| 3 |
GOCP
Great Oak Capital Partners
South Easton,
Massachusetts
|
+$7.88M |
| 4 |
JTWM
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
+$7M |
| 5 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$6.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFM
Forum Financial Management
Lombard,
Illinois
|
-$13.6M |
| 2 |
RVPG
Relative Value Partners Group
|
-$12.4M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$7.44M |
| 4 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$5.33M |
| 5 |
MFC
Miramar Fiduciary Corp
Reno,
Nevada
|
-$2.57M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HR
251
Howe & Rusling
Rochester,
New York
| $270 | -$3.35K | -122 | -92% |
|
252
Fidelity Investments
Boston,
Massachusetts
| $27 | +$27 | +1 | New |
|
|
RVPG
253
Relative Value Partners Group
| – | -$12.4M | -489,439 | Closed |
|
|
254
Balyasny Asset Management
Chicago,
Illinois
| – | -$7.44M | -273,712 | Closed |
|
|
EF
255
Empowered Funds
Havertown,
Pennsylvania
| – | -$5.33M | -196,209 | Closed |
|
|
NL
256
NWAM LLC
Mercer Island,
Washington
| – | -$1.9M | -69,742 | Closed |
|
|
LNC
257
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$1.14M | -41,855 | Closed |
|
258
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$572K | -21,023 | Closed |
|
|
TC
259
Tacita Capital
Toronto,
Ontario, Canada
| – | -$296K | -10,880 | Closed |
|
|
HIC
260
Hartline Investment Corp
Winnetka,
Illinois
| – | -$208K | -7,638 | Closed |
|
|
AFS
261
Annapolis Financial Services
Annapolis,
Maryland
| – | -$99.4K | -3,654 | Closed |
|
262
Wells Fargo
San Francisco,
California
| – | -$54.6K | -2,009 | Closed |
|
DISV Hedge Fund Activity: Q2 2024 in Review
252 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q2 2024, worth a combined $1.45B — up 3.9% from $1.4B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new DISV positions and 10 closed out — a net gain of 17 holders — while 146 added to existing stakes and 50 trimmed.
The largest buyer was Buckingham Strategic Wealth, adding an estimated $9.95M. The largest seller was Forum Financial Management, cutting an estimated $13.6M.
- 252 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q2 2024, up from 236 in Q1 2024.
- Funds reported $1.45B of Dimensional International Small Cap Value ETF stock for Q2 2024, up 3.9% quarter-over-quarter.
- 27 funds opened new Dimensional International Small Cap Value ETF positions in Q2 2024 and 10 closed out, a net change of +17 holders.
- The largest Dimensional International Small Cap Value ETF buyer in Q2 2024 was Buckingham Strategic Wealth, an estimated $9.95M added.
- The largest Dimensional International Small Cap Value ETF seller in Q2 2024 was Forum Financial Management, an estimated $13.6M sold.
Based on aggregated 13F filings for Q2 2024.