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Dimensional International Small Cap Value ETF
DISV

Overview Fund Activity

309 hedge funds and large institutions have $1.73B invested in Dimensional International Small Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 158 increasing their positions, 59 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+50
Holders Change %
+19.31%
% of All Funds
4.11%
Holding in Top 10
41
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+32.26%
% of All Funds
0.55%
New
65
Increased
158
Reduced
59
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$115M
2
FPAS
Focus Partners Advisor Solutions
Missouri
$59.3M
3
GOCP
Great Oak Capital Partners
Massachusetts
$17M
4
MWM
Merriman Wealth Management
Washington
$236M
5
GP
Greenline Partners
New York
$5.93M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
DSCM
Del-Sette Capital Management
New York
$671K
3
LF
Lantz Financial
Illinois
$0
4
MWM
Mattern Wealth Management
Kansas
$0
5
FIS
Fischer Investment Strategies
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
26
LRI Investments
Florida
$12.8M +$135K +5,090 +1%
IFA
27
Index Fund Advisors
California
$12.5M +$1.17M +43,966 +10%
MGW
28
MB Generational Wealth
Washington
$12.5M +$225K +8,482 +2%
MFC
29
Miramar Fiduciary Corp
Nevada
$12.2M -$1.27M -47,886 -9%
SWM
30
Shakespeare Wealth Management
Wisconsin
$11.9M +$445K +16,753 +4%
RK
31
Rather & Kittrell
Tennessee
$11.5M +$1.35M +50,683 +13%
EFN
32
Equita Financial Network
Pennsylvania
$11.3M +$603K +22,694 +6%
KAM
33
KEB Asset Management
Illinois
$11.1M +$577K +21,732 +5%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$11.1M +$829K +31,186 +8%
FH
35
Financial Harvest
Florida
$10.9M +$10.9M +412,018 New
CC
36
Callan Capital
California
$10.8M -$173K -6,493 -2%
Pathstone Holdings
37
Pathstone Holdings
New Jersey
$10.8M +$3.92M +147,462 +57%
Bank of America
38
Bank of America
North Carolina
$9.8M +$678K +25,510 +7%
NA
39
NewEdge Advisors
Louisiana
$9.78M -$159K -5,996 -2%
BEAM
40
Baker Ellis Asset Management
Washington
$9.74M +$686K +25,823 +8%
VBA
41
von Borstel & Associates
Oregon
$9.35M +$3.7M +139,171 +65%
HIGP
42
Hill Investment Group Partners
Missouri
$9.34M -$464K -17,459 -5%
SWM
43
Seaside Wealth Management
California
$9.24M +$509K +19,172 +6%
SM
44
Sensible Money
Arizona
$8.86M +$673K +25,332 +8%
VAS
45
Vestmark Advisory Solutions
Massachusetts
$8.82M +$144K +5,434 +2%
BPA
46
Beacon Pointe Advisors
California
$8.65M +$219K +8,260 +3%
YWM
47
Yardley Wealth Management
Pennsylvania
$8.61M +$1.57M +58,502 +22%
PWMG
48
Private Wealth Management Group
New Jersey
$8.59M -$1.06M -39,842 -11%
CPA
49
Cardiff Park Advisors
California
$8.09M +$1.4M +52,640 +21%
KF
50
Krilogy Financial
Missouri
$8.05M +$628K +23,633 +8%
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