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Dimensional International Small Cap Value ETF

326 hedge funds and large institutions have $1.99B invested in Dimensional International Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 172 increasing their positions, 92 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

87% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 92

15% more capital invested

Capital invested by funds: $1.73B → $1.99B (+$261M)

4% more funds holding

Funds holding: 314326 (+12)

0% more funds holding in top 10

Funds holding in top 10: 4141 (0)

1.52% less ownership

Funds ownership: 79.24%77.72% (-1.5%)

Holders
326
Holders Change
+12
Holders Change %
+3.82%
% of All Funds
4.37%
Holding in Top 10
41
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
30
Increased
172
Reduced
92
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
251
Cresset Asset Management
Illinois
$390K +$197 +7 +0.1%
CTWM
252
Cherry Tree Wealth Management
Minnesota
$387K +$4.65K +165 +1%
AWMM
253
Aegis Wealth Management (Maryland)
Maryland
$384K
CWMA
254
Capstone Wealth Management (Alabama)
Alabama
$382K +$370K +13,128 New
CCA
255
Clarity Capital Advisors
Florida
$355K +$92K +3,266 +37%
Citigroup
256
Citigroup
New York
$354K +$80.1K +2,845 +30%
LCM
257
Lazari Capital Management
California
$342K -$44.5K -1,578 -12%
PWM
258
Parkshore Wealth Management
California
$336K +$366 +13 +0.1%
SIC
259
Samalin Investment Counsel
New York
$300K +$65K +2,306 +29%
TWM
260
TCFG Wealth Management
California
$300K -$20.7K -735 -7%
OSAM
261
O'Shaughnessy Asset Management
Connecticut
$297K +$39.5K +1,401 +16%
GA
262
Greenspring Advisors
Maryland
$282K +$34.6K +1,228 +15%
FA
263
Faithward Advisors
Pennsylvania
$282K +$30.1K +1,070 +12%
BCA
264
Bay Colony Advisors
Massachusetts
$281K +$21K +747 +9%
CWM
265
Congress Wealth Management
Massachusetts
$280K +$271K +9,632 New
GFM
266
GEN Financial Management
Minnesota
$277K +$268K +9,524 New
SFC
267
SYM Financial Corp
Indiana
$270K -$18.1K -643 -6%
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$265K +$207K +7,339 +414%
EWM
269
Empirical Wealth Management
Washington
$235K +$479 +17 +0.2%
GS
270
GTS Securities
New York
$234K +$227K +8,052 New
SPI
271
Sutton Place Investors
New York
$234K +$4.62K +164 +2%
HKIMG
272
Hutchens & Kramer Investment Management Group
Indiana
$233K -$29.7K -1,054 -12%
Cambridge Investment Research Advisors
273
Cambridge Investment Research Advisors
Iowa
$223K -$6.28K -223 -3%
CPCM
274
Cardinal Point Capital Management
Ontario, Canada
$222K +$215K +7,640 New
GVAG
275
Great Valley Advisor Group
Delaware
$220K +$213K +7,571 New

DISV Hedge Fund Activity: Q1 2025 in Review

326 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q1 2025, worth a combined $1.99B — up 15% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DISV positions and 12 closed out — a net gain of 18 holders — while 172 added to existing stakes and 92 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $263M. The largest seller was Financial Harvest, exiting entirely with an estimated $10.9M sold.

  • 326 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q1 2025, up from 314 in Q4 2024.
  • Funds reported $1.99B of Dimensional International Small Cap Value ETF stock for Q1 2025, up 15% quarter-over-quarter.
  • 30 funds opened new Dimensional International Small Cap Value ETF positions in Q1 2025 and 12 closed out, a net change of +18 holders.
  • The largest Dimensional International Small Cap Value ETF buyer in Q1 2025 was Focus Partners Wealth, an estimated $263M added.
  • The largest Dimensional International Small Cap Value ETF seller in Q1 2025 was Financial Harvest, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2025.