Dimensional International Small Cap Value ETF
DISV
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.
340% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 5
297% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 29
12% more capital invested
Capital invested by funds: $901M → $1B (+$104M)
9% more funds holding
Funds holding: 170 → 185 (+15)
0% more funds holding in top 10
Funds holding in top 10: 16 → 16 (0)
2.24% less ownership
Funds ownership: 79.68% → 77.43% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
+$44.5M |
| 2 |
FFM
Forum Financial Management
Lombard,
Illinois
|
+$19.6M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$14.6M |
| 4 |
IWM
Integris Wealth Management
Monterey,
California
|
+$11.9M |
| 5 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$9.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$52.1M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$6.13M |
| 3 |
DAM
Derbend Asset Management
Peachtree City,
Georgia
|
-$3.73M |
| 4 |
LWM
LJI Wealth Management
Indianapolis,
Indiana
|
-$2.45M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$1.71M |
DISV Hedge Fund Activity: Q3 2023 in Review
185 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q3 2023, worth a combined $1B — up 12% from $901M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new DISV positions and 5 closed out — a net gain of 17 holders — while 115 added to existing stakes and 29 trimmed.
The largest buyer was Strategic Investment Solutions, adding an estimated $44.5M. The largest seller was Jane Street, cutting an estimated $52.1M.
- 185 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q3 2023, up from 170 in Q2 2023.
- Funds reported $1B of Dimensional International Small Cap Value ETF stock for Q3 2023, up 12% quarter-over-quarter.
- 22 funds opened new Dimensional International Small Cap Value ETF positions in Q3 2023 and 5 closed out, a net change of +17 holders.
- The largest Dimensional International Small Cap Value ETF buyer in Q3 2023 was Strategic Investment Solutions, an estimated $44.5M added.
- The largest Dimensional International Small Cap Value ETF seller in Q3 2023 was Jane Street, an estimated $52.1M sold.
Based on aggregated 13F filings for Q3 2023.