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Dimensional International Small Cap Value ETF
DISV

Overview Fund Activity

157 hedge funds and large institutions have $726M invested in Dimensional International Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 94 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+24
Holders Change %
+18.05%
% of All Funds
2.51%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
34
Increased
94
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
Forum Financial Management
Illinois
+$22.7M
2
Jane Street
Jane Street
New York
+$22.4M
3
RVPG
Relative Value Partners Group
+$7.68M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$6.85M
5
BEAM
Baker Ellis Asset Management
Washington
+$6.84M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$11.6M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$3.1M
3
NL
NWAM LLC
Washington
-$2.36M
4
FTUS
Flow Traders U.S.
New York
-$906K
5
DWM
Dopkins Wealth Management
New York
-$650K
Name Holding Trade Value Shares
Change 		Shares
Change %
OMC
26
Old Mission Capital
Illinois
$5.66M +$1.57M +66,054 +39%
SM
27
Sensible Money
Arizona
$5.33M +$952K +39,976 +22%
B
28
Bridgeworth
Alabama
$5.3M +$4.29M +180,117 +422%
BPA
29
Beacon Pointe Advisors
California
$5.26M +$1.48M +62,004 +39%
EWA
30
Exencial Wealth Advisors
Oklahoma
$5.19M -$38K -1,596 -0.7%
HWM
31
Hassell Wealth Management
Louisiana
$4.81M +$556K +23,082 +13%
LWM
32
Liberty Wealth Management
California
$4.69M +$4.69M +197,431 New
B
33
BetterWealth
California
$4.36M +$226K +9,477 +5%
RK
34
Rather & Kittrell
Tennessee
$4.35M +$949K +39,865 +28%
CCM
35
Carlson Capital Management
Minnesota
$4.3M -$76.8K -3,226 -2%
SC
36
Savant Capital
Illinois
$4.21M +$197K +8,289 +5%
JTWM
37
Jackson Thornton Wealth Management
Alabama
$3.94M +$402K +16,877 +11%
LG
38
LAM Group
Oregon
$3.89M +$99.9K +4,195 +3%
KF
39
Krilogy Financial
Missouri
$3.75M +$1.19M +50,097 +47%
SC
40
Schoolcraft Capital
Colorado
$3.53M +$123K +5,187 +4%
CFO
41
Collective Family Office
Pennsylvania
$3.51M +$182K +7,641 +5%
AWP
42
Abacus Wealth Partners
California
$3.44M +$1.84M +74,919 +115%
AWM
43
AE Wealth Management
Kansas
$3.22M +$3.22M +135,444 New
RS
44
Retirement Solution
Washington
$3.22M +$3.22M +135,098 New
CPA
45
Cardiff Park Advisors
California
$3.16M +$106K +4,469 +3%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$3.06M +$3.06M +128,576 New
DWA
47
Delap Wealth Advisory
Oregon
$2.97M +$394K +16,560 +15%
SFA
48
Sequoia Financial Advisors
Ohio
$2.8M +$489K +20,535 +21%
SFP
49
Sterling Financial Planning
New Jersey
$2.8M +$899K +37,757 +47%
VAS
50
Vestmark Advisory Solutions
Massachusetts
$2.7M +$2.7M +113,402 New
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