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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
KAM
276
Kraft Asset Management
Tennessee
$218K -$109K -3,882 -34%
SFP
277
SwitchPoint Financial Planning
Utah
$217K +$210K +7,453 New
SIM
278
Studio Investment Management
Illinois
$211K +$39.9K +1,416 +24%
AAS
279
Avantax Advisory Services
Texas
$210K +$204K +7,228 New
BCG
280
Breakwater Capital Group
New Jersey
$208K +$201K +7,144 New
Brown Advisory
281
Brown Advisory
Maryland
$207K +$201K +7,123 New
MWML
282
M Wealth Management LLC
California
$202K +$195K +6,935 New
MSFS
283
Main Street Financial Solutions
Pennsylvania
$201K +$195K +6,918 New
Comerica Bank
284
Comerica Bank
Texas
$200K -$56 -2 -0%
FC
285
Family CFO
California
$183K
Royal Bank of Canada
286
Royal Bank of Canada
Ontario, Canada
$181K -$724K -25,693 -80%
LWCFA
287
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$176K +$171K +6,060 New
VCM
288
Versant Capital Management
Arizona
$160K +$1.35K +48 +0.9%
GEA
289
Glen Eagle Advisors
New Jersey
$153K
KSWA
290
Kathleen S. Wright Associates
Pennsylvania
$130K
PFA
291
Pillar Financial Advisors
Kentucky
$120K
ME
292
McIlrath & Eck
Washington
$110K
MEG
293
Millstone Evans Group
Colorado
$92.5K +$56 +2 +0.1%
BHWM
294
Beaird Harris Wealth Management
Texas
$84.2K -$2.25K -80 -3%
AC
295
AlphaCore Capital
California
$81.3K +$78.7K +2,792 New
EWA
296
EverSource Wealth Advisors
Alabama
$60.3K
MWA
297
Medallion Wealth Advisors
Connecticut
$59.6K -$3.66K -130 -6%
SSB
298
Sandy Spring Bank
Maryland
$55.3K -$5.49K -195 -9%
DF
299
DecisionPoint Financial
Arizona
$53.1K +$56 +2 +0.1%
AWM
300
Angeles Wealth Management
California
$40.5K

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.