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Dimensional International Small Cap Value ETF
DISV

Overview Fund Activity

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
Holders
133
Holders Change
+59
Holders Change %
+79.73%
% of All Funds
2.15%
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

1
FFM
Forum Financial Management
Illinois
$45.6M
2
Creative Planning
Creative Planning
Kansas
$23.8M
3
RWM
Ritholtz Wealth Management
New York
$23.9M
4
PCI
Planning Center Inc
Illinois
$12M
5
MWM
Merriman Wealth Management
Washington
$160M

Top Sellers

1
CC
Callan Capital
California
$9.48M
2
FPAS
Focus Partners Advisor Solutions
Missouri
$8.33M
3
OMC
Old Mission Capital
Illinois
$3.81M
4
HighTower Advisors
HighTower Advisors
Illinois
$17.2M
5
CPA
Cardiff Park Advisors
California
$2.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
26
BetterWealth
California
$3.86M +$520K +23,407 +16%
OMC
27
Old Mission Capital
Illinois
$3.81M -$3.45M -155,304 -48%
SC
28
Savant Capital
Illinois
$3.74M +$3.74M +168,439 New
LG
29
LAM Group
Oregon
$3.54M +$3.54M +159,195 New
BPA
30
Beacon Pointe Advisors
California
$3.53M +$1.35M +60,999 +62%
JTWM
31
Jackson Thornton Wealth Management
Alabama
$3.3M +$767K +34,533 +30%
SC
32
Schoolcraft Capital
Colorado
$3.18M +$3.18M +143,116 New
RK
33
Rather & Kittrell
Tennessee
$3.18M +$2.31M +104,047 +267%
CFO
34
Collective Family Office
Pennsylvania
$3.11M -$171K -7,711 -5%
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.1M +$3.1M +139,682 New
CPA
36
Cardiff Park Advisors
California
$2.85M -$2.74M -123,143 -49%
DWA
37
Delap Wealth Advisory
Oregon
$2.4M +$2.4M +108,190 New
KF
38
Krilogy Financial
Missouri
$2.39M +$2.39M +107,497 New
NL
39
NWAM LLC
Washington
$2.36M +$783K +35,272 +50%
WCWM
40
Willow Creek Wealth Management
California
$2.29M -$756K -34,051 -25%
SFA
41
Sequoia Financial Advisors
Ohio
$2.16M +$1.31M +58,796 +153%
QHA
42
Quarry Hill Advisors
Minnesota
$2.01M +$2.01M +90,661 New
MWM
43
Modera Wealth Management
New Jersey
$1.99M +$1.99M +89,539 New
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$1.93M +$1.93M +86,960 New
MWM
45
Meritas Wealth Management
California
$1.84M +$1.84M +82,979 New
SFP
46
Sterling Financial Planning
New Jersey
$1.77M +$408K +18,390 +30%
THL
47
Tillman Hartley LLC
Colorado
$1.75M +$1.75M +78,853 New
DAM
48
Derbend Asset Management
Georgia
$1.74M +$159K +7,155 +10%
AA
49
Advisory Alpha
Michigan
$1.69M +$207K +9,301 +14%
RFP
50
RCS Financial Planning
Maryland
$1.63M +$1.63M +73,237 New
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