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Dimensional International Small Cap Value ETF
DISV

133 hedge funds and large institutions have $562M invested in Dimensional International Small Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 53 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,150% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 2

308% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 13

100% more funds holding in top 10

Funds holding in top 10: 6 → 12 (+6)

94% more capital invested

Capital invested by funds: $290M → $562M (+$272M)

80.34% more ownership

Funds ownership: 0% → 80.34% (+80%)

80% more funds holding

Funds holding: 74 → 133 (+59)

Holders
133
Holders Change
+59
Holders Change %
+79.73%
% of All Funds
2.14%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.19%
New
65
Increased
53
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FFM
Forum Financial Management
Illinois
+$30M
2
Creative Planning
Creative Planning
Kansas
+$22.4M
3
RWM
Ritholtz Wealth Management
New York
+$22.2M
4
PCI
Planning Center Inc
Illinois
+$11.3M
5
MWM
Merriman Wealth Management
Washington
+$10.8M

Top Sellers

Rank Fund Capital Flow
1
CC
Callan Capital
California
-$15.5M
2
FPAS
Focus Partners Advisor Solutions
Missouri
-$3.34M
3
OMC
Old Mission Capital
Illinois
-$3.24M
4
HighTower Advisors
HighTower Advisors
Illinois
-$3.01M
5
CPA
Cardiff Park Advisors
California
-$2.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
B
26
BetterWealth
California
$3.86M +$488K +23,407 +16%
OMC
27
Old Mission Capital
Illinois
$3.81M -$3.24M -155,304 -48%
SC
28
Savant Capital
Illinois
$3.74M +$3.51M +168,439 New
LG
29
LAM Group
Oregon
$3.54M +$3.32M +159,195 New
BPA
30
Beacon Pointe Advisors
California
$3.53M +$1.27M +60,999 +62%
JTWM
31
Jackson Thornton Wealth Management
Alabama
$3.3M +$720K +34,533 +30%
SC
32
Schoolcraft Capital
Colorado
$3.18M +$2.98M +143,116 New
RK
33
Rather & Kittrell
Tennessee
$3.18M +$2.17M +104,047 +267%
CFO
34
Collective Family Office
Pennsylvania
$3.11M -$161K -7,711 -5%
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.1M +$2.91M +139,682 New
CPA
36
Cardiff Park Advisors
California
$2.85M -$2.57M -123,143 -49%
DWA
37
Delap Wealth Advisory
Oregon
$2.4M +$2.26M +108,190 New
KF
38
Krilogy Financial
Missouri
$2.39M +$2.24M +107,497 New
NL
39
NWAM LLC
Washington
$2.36M +$735K +35,272 +50%
WCWM
40
Willow Creek Wealth Management
California
$2.29M -$710K -34,051 -25%
SFA
41
Sequoia Financial Advisors
Ohio
$2.16M +$1.23M +58,796 +153%
QHA
42
Quarry Hill Advisors
Minnesota
$2.01M +$1.89M +90,661 New
MWM
43
Modera Wealth Management
New Jersey
$1.99M +$1.87M +89,539 New
JP Morgan Chase
44
JP Morgan Chase
New York
$1.93M +$1.81M +86,960 New
MWM
45
Meritas Wealth Management
California
$1.84M +$1.73M +82,979 New
SFP
46
Sterling Financial Planning
New Jersey
$1.77M +$383K +18,390 +30%
THL
47
Tillman Hartley LLC
Colorado
$1.75M +$1.64M +78,853 New
DAM
48
Derbend Asset Management
Georgia
$1.74M +$149K +7,155 +10%
AA
49
Advisory Alpha
Michigan
$1.69M +$194K +9,301 +14%
RFP
50
RCS Financial Planning
Maryland
$1.63M +$1.53M +73,237 New
1
2
3 4 5

DISV Hedge Fund Activity: Q4 2022 in Review

133 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q4 2022, worth a combined $562M — up 94% from $290M a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new DISV positions and 2 closed out — a net gain of 63 holders — while 53 added to existing stakes and 13 trimmed.

The largest buyer was Forum Financial Management, adding an estimated $30M. The largest seller was Callan Capital, cutting an estimated $15.5M.

  • 133 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q4 2022, up from 74 in Q3 2022.
  • Funds reported $562M of Dimensional International Small Cap Value ETF stock for Q4 2022, up 94% quarter-over-quarter.
  • 65 funds opened new Dimensional International Small Cap Value ETF positions in Q4 2022 and 2 closed out, a net change of +63 holders.
  • The largest Dimensional International Small Cap Value ETF buyer in Q4 2022 was Forum Financial Management, an estimated $30M added.
  • The largest Dimensional International Small Cap Value ETF seller in Q4 2022 was Callan Capital, an estimated $15.5M sold.

Based on aggregated 13F filings for Q4 2022.