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Dimensional International Small Cap Value ETF
DISV

Overview Fund Activity

185 hedge funds and large institutions have $1B invested in Dimensional International Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 115 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+15
Holders Change %
+8.82%
% of All Funds
2.95%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
22
Increased
115
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
Strategic Investment Solutions
Illinois
$45.2M
2
FFM
Forum Financial Management
Illinois
$151M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$14.3M
4
IWM
Integris Wealth Management
California
$11.6M
5
BSW
Buckingham Strategic Wealth
Missouri
$34.7M

Top Sellers

1
Jane Street
Jane Street
New York
$31M
2
Corient Private Wealth
Corient Private Wealth
Florida
$14.2M
3
DAM
Derbend Asset Management
Georgia
$1.67M
4
LWM
LJI Wealth Management
Indiana
$239K
5
HighTower Advisors
HighTower Advisors
Illinois
$23.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OMC
26
Old Mission Capital
Illinois
$7.34M +$4.63M +194,550 +171%
BEAM
27
Baker Ellis Asset Management
Washington
$7.29M +$22.9K +963 +0.3%
AWP
28
Abacus Wealth Partners
California
$7.22M +$842K +35,418 +13%
PFO
29
Pathstone Family Office
New Jersey
$7.1M -$208K -8,741 -3%
BPA
30
Beacon Pointe Advisors
California
$7.03M +$831K +34,953 +13%
SFG
31
Steward Financial Group
Texas
$6.98M +$128K +5,379 +2%
SWM
32
Seaside Wealth Management
California
$6.62M +$357K +15,019 +6%
SM
33
Sensible Money
Arizona
$6.45M +$646K +27,165 +11%
HIGP
34
Hill Investment Group Partners
Missouri
$6.28M -$15.5K -650 -0.2%
SC
35
Savant Capital
Illinois
$5.98M +$1.72M +72,223 +40%
DSCM
36
Del-Sette Capital Management
New York
$5.61M +$44.2K +1,860 +0.8%
EWA
37
Exencial Wealth Advisors
Oklahoma
$5.5M +$319K +13,404 +6%
RK
38
Rather & Kittrell
Tennessee
$5.43M +$580K +24,370 +12%
VAS
39
Vestmark Advisory Solutions
Massachusetts
$5.05M +$1.04M +43,792 +26%
CCM
40
Carlson Capital Management
Minnesota
$5.05M +$850K +35,744 +20%
HWM
41
Hassell Wealth Management
Louisiana
$5.02M +$188K +8,352 +4%
KF
42
Krilogy Financial
Missouri
$4.91M +$347K +14,585 +8%
ACA
43
Aptus Capital Advisors
Alabama
$4.74M -$307K -12,914 -6%
IFA
44
Index Fund Advisors
California
$4.58M +$2.12M +89,210 +86%
B
45
BetterWealth
California
$4.47M +$41.6K +1,748 +0.9%
LWM
46
Liberty Wealth Management
California
$4.21M +$13.6K +570 +0.3%
LG
47
LAM Group
Oregon
$4.05M +$108K +4,530 +3%
CPIG
48
Chicago Partners Investment Group
Illinois
$3.95M +$1.7M +74,687 +75%
CPA
49
Cardiff Park Advisors
California
$3.88M +$395K +16,605 +11%
SC
50
Schoolcraft Capital
Colorado
$3.82M +$188K +7,901 +5%
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