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Dimensional International Small Cap Value ETF
DISV

Overview Fund Activity

234 hedge funds and large institutions have $1.39B invested in Dimensional International Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 137 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+12
Holders Change %
+5.41%
% of All Funds
3.39%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.38%
New
28
Increased
137
Reduced
49
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
+$20.8M
2
BSW
Buckingham Strategic Wealth
Missouri
+$18.4M
3
MWM
Merriman Wealth Management
Washington
+$9.87M
4
QFA
Quantum Financial Advisors
California
+$6.53M
5
Financial Engines Advisors
Financial Engines Advisors
California
+$6.3M

Top Sellers

1
Jane Street
Jane Street
New York
-$22.7M
2
MHS
M Holdings Securities
Oregon
-$10.9M
3
CCM
Carlson Capital Management
Minnesota
-$5.1M
4
DSCM
Del-Sette Capital Management
New York
-$4.22M
5
AWM
AE Wealth Management
Kansas
-$3.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
26
Callan Capital
California
$12M -$247K -9,082 -2%
HIGP
27
Hill Investment Group Partners
Missouri
$10.6M -$290K -10,657 -3%
QFA
28
Quantum Financial Advisors
California
$10.4M +$6.53M +240,333 +167%
EWA
29
Exencial Wealth Advisors
Oklahoma
$9.86M +$1.97M +72,582 +25%
FMWA
30
Forvis Mazars Wealth Advisors
Missouri
$9.76M +$103K +3,800 +1%
SC
31
Savant Capital
Illinois
$9.75M -$1.85M -67,888 -16%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$9.64M -$103K -3,795 -1%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$8.95M +$5.29M +194,559 +144%
KAM
34
KEB Asset Management
Illinois
$8.92M +$521K +19,179 +6%
BEAM
35
Baker Ellis Asset Management
Washington
$8.87M +$232K +8,541 +3%
EFN
36
Equita Financial Network
Pennsylvania
$8.53M +$4.93M +181,322 +137%
RK
37
Rather & Kittrell
Tennessee
$8.53M +$1.2M +44,049 +16%
SWM
38
Seaside Wealth Management
California
$8.29M +$171K +6,277 +2%
BPA
39
Beacon Pointe Advisors
California
$8.21M +$138K +5,084 +2%
VAS
40
Vestmark Advisory Solutions
Massachusetts
$8.19M +$1.04M +38,095 +14%
IFA
41
Index Fund Advisors
California
$8.06M +$1.06M +38,888 +15%
SM
42
Sensible Money
Arizona
$7.92M +$333K +12,264 +4%
Balyasny Asset Management
43
Balyasny Asset Management
Illinois
$7.44M +$4.42M +162,499 +146%
KSWWM
44
Keyes Stange & Wooten Wealth Management
Florida
$7.24M +$118K +4,333 +2%
Pathstone Holdings
45
Pathstone Holdings
New Jersey
$6.99M -$510K -18,767 -7%
KF
46
Krilogy Financial
Missouri
$6.92M +$85.8K +3,156 +1%
Bank of America
47
Bank of America
North Carolina
$6.73M +$2.44M +89,778 +57%
PSP
48
Pacific Sage Partners
Washington
$6.48M +$270K +9,928 +4%
FAG
49
Financial Architects (Georgia)
Georgia
$6.42M +$789K +29,025 +14%
Financial Engines Advisors
50
Financial Engines Advisors
California
$6.3M +$6.3M +231,702 New
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