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Dimensional International Small Cap Value ETF
DISV

Overview Fund Activity

249 hedge funds and large institutions have $1.45B invested in Dimensional International Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 144 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+15
Holders Change %
+6.41%
% of All Funds
3.62%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.41%
New
26
Increased
144
Reduced
50
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
Buckingham Strategic Wealth
Missouri
+$9.75M
2
SC
Savant Capital
Illinois
+$9M
3
GOCP
Great Oak Capital Partners
Massachusetts
+$7.67M
4
JTWM
Jackson Thornton Wealth Management
Alabama
+$6.86M
5
MWM
Merriman Wealth Management
Washington
+$6.81M

Top Sellers

1
FFM
Forum Financial Management
Illinois
-$13.4M
2
RVPG
Relative Value Partners Group
-$12.4M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$7.44M
4
EF
Empowered Funds
Pennsylvania
-$5.33M
5
MFC
Miramar Fiduciary Corp
Nevada
-$2.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
QFA
26
Quantum Financial Advisors
California
$11.1M +$733K +27,251 +7%
EWA
27
Exencial Wealth Advisors
Oklahoma
$10.8M +$1.09M +40,510 +11%
PWMG
28
Private Wealth Management Group
New Jersey
$10.1M -$1.93M -71,656 -16%
HIGP
29
Hill Investment Group Partners
Missouri
$9.95M -$967K -34,542 -9%
EFN
30
Equita Financial Network
Pennsylvania
$9.75M +$1.31M +48,688 +16%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$9.74M +$881K +32,758 +10%
IFA
32
Index Fund Advisors
California
$9.72M +$1.74M +64,568 +22%
KAM
33
KEB Asset Management
Illinois
$9.53M +$697K +25,908 +8%
FMWA
34
Forvis Mazars Wealth Advisors
Missouri
$9.52M -$147K -5,464 -2%
RK
35
Rather & Kittrell
Tennessee
$9.44M +$1M +37,318 +12%
BEAM
36
Baker Ellis Asset Management
Washington
$9.09M +$310K +11,521 +4%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$8.96M -$577K -21,462 -6%
SWM
38
Seaside Wealth Management
California
$8.51M +$310K +11,522 +4%
BPA
39
Beacon Pointe Advisors
California
$8.34M +$214K +7,953 +3%
Bank of America
40
Bank of America
North Carolina
$8.31M +$1.65M +61,500 +25%
VAS
41
Vestmark Advisory Solutions
Massachusetts
$8.21M +$105K +3,905 +1%
SM
42
Sensible Money
Arizona
$8.12M +$287K +10,671 +4%
GOCP
43
Great Oak Capital Partners
Massachusetts
$7.67M +$7.67M +286,936 New
Northern Trust
44
Northern Trust
Illinois
$7.57M +$5.44M +202,272 +256%
KSWWM
45
Keyes Stange & Wooten Wealth Management
Florida
$7.46M +$291K +10,823 +4%
KF
46
Krilogy Financial
Missouri
$7.36M +$504K +18,724 +7%
Pathstone Holdings
47
Pathstone Holdings
New Jersey
$6.99M +$77.4K +2,876 +1%
HWM
48
Hassell Wealth Management
Louisiana
$6.93M +$483K +17,323 +8%
FAG
49
Financial Architects (Georgia)
Georgia
$6.48M +$131K +4,870 +2%
PWS
50
Physician Wealth Solutions
Nevada
$6.47M +$1.69M +62,759 +35%
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