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Dimensional International Small Cap Value ETF
DISV

52 hedge funds and large institutions have $614M invested in Dimensional International Small Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 4 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,200% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 2

550% more funds holding

Funds holding: 8 → 52 (+44)

20% more capital invested

Capital invested by funds: $510M → $614M (+$104M)

Holders
52
Holders Change
+44
Holders Change %
+550%
% of All Funds
0.88%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
46
Increased
4
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MWM
Merriman Wealth Management
Washington
+$130M
2
HighTower Advisors
HighTower Advisors
Illinois
+$15.3M
3
WFA
Wipfli Financial Advisors
Wisconsin
+$8.01M
4
OMC
Old Mission Capital
Illinois
+$4.17M
5
CPA
Cardiff Park Advisors
California
+$3.93M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3M
2
FTUS
Flow Traders U.S.
New York
-$690K
Name Holding Trade Value Shares
Change 		Change in
Stake
HNWA
26
Henrickson Nauta Wealth Advisors
Michigan
$671K +$739K +31,876 New
SHFA
27
SC&H Financial Advisors
Maryland
$614K +$676K +29,184 New
QFA
28
Quantum Financial Advisors
California
$585K +$605K +26,131 New
SFP
29
Sterling Financial Planning
New Jersey
$539K +$593K +25,607 New
PWM
30
PBMares Wealth Management
Virginia
$505K +$555K +23,974 New
BAM
31
Bayshore Asset Management
Florida
$480K +$529K +22,820 New
RK
32
Rather & Kittrell
Tennessee
$383K +$422K +18,229 New
NL
33
NWAM LLC
Washington
$351K +$388K +16,762 New
WFAG
34
Wescott Financial Advisory Group
Pennsylvania
$337K +$371K +16,010 New
CWM
35
CarsonAllaria Wealth Management
Illinois
$298K +$328K +14,152 New
SC
36
Schubert & Co
Texas
$283K +$312K +13,460 New
AWP
37
Abacus Wealth Partners
California
$270K +$297K +12,831 New
CC
38
Callan Capital
California
$262K +$289K +12,463 New
SFA
39
Sequoia Financial Advisors
Ohio
$231K +$254K +10,952 New
Osaic Holdings
40
Osaic Holdings
Arizona
$164K +$181K +7,800 New
MCA
41
Maryland Capital Advisors
Maryland
$152K +$167K +7,214 New
DI
42
Disciplined Investments
Oklahoma
$124K +$136K +5,886 New
MFT
43
Moisand Fitzgerald Tamayo
Florida
$91K +$99.7K +4,303 New
RIM
44
Rockbridge Investment Management
New York
$89.6K +$98.7K +4,258 New
SWM
45
Spire Wealth Management
Virginia
$82K +$90.6K +3,910 New
PP
46
PrairieView Partners
Minnesota
$56K +$61.9K +2,671 New
CMBA
47
C.M. Bidwell & Associates
Hawaii
$50K +$55.3K +2,386 New
IA
48
IFP Advisors
Florida
$41K – – –
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$38K +$41.7K +1,800 New
GTAM
50
Global Trust Asset Management
Florida
$32K +$34.8K +1,500 New
1
2
3

DISV Hedge Fund Activity: Q2 2022 in Review

52 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q2 2022, worth a combined $614M — up 20% from $510M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new DISV positions and 2 closed out — a net gain of 44 holders — while 4 added to existing stakes and 0 trimmed.

The largest buyer was Merriman Wealth Management, adding an estimated $130M. The largest seller was Jane Street, exiting entirely with an estimated $3M sold.

  • 52 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q2 2022, up from 8 in Q1 2022.
  • Funds reported $614M of Dimensional International Small Cap Value ETF stock for Q2 2022, up 20% quarter-over-quarter.
  • 46 funds opened new Dimensional International Small Cap Value ETF positions in Q2 2022 and 2 closed out, a net change of +44 holders.
  • The largest Dimensional International Small Cap Value ETF buyer in Q2 2022 was Merriman Wealth Management, an estimated $130M added.
  • The largest Dimensional International Small Cap Value ETF seller in Q2 2022 was Jane Street, an estimated $3M sold.

Based on aggregated 13F filings for Q2 2022.