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Dimensional International Small Cap Value ETF

314 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 67 funds opening new positions, 160 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

509% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 11

167% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 60

32% more funds holding in top 10

Funds holding in top 10: 3141 (+10)

20% more funds holding

Funds holding: 262314 (+52)

3.41% more ownership

Funds ownership: 75.84%79.24% (+3.4%)

2% more capital invested

Capital invested by funds: $1.71B → $1.73B (+$25.7M)

Holders
314
Holders Change
+52
Holders Change %
+19.85%
% of All Funds
4.14%
Holding in Top 10
41
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+32.26%
% of All Funds
0.54%
New
67
Increased
160
Reduced
60
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LI
26
LRI Investments
Florida
$12.8M +$140K +5,090 +1%
IFA
27
Index Fund Advisors
California
$12.5M +$1.21M +43,966 +10%
MGW
28
MB Generational Wealth
Washington
$12.5M +$233K +8,482 +2%
MFC
29
Miramar Fiduciary Corp
Nevada
$12.2M -$1.31M -47,886 -9%
SWM
30
Shakespeare Wealth Management
Wisconsin
$11.9M +$460K +16,753 +4%
RK
31
Rather & Kittrell
Tennessee
$11.5M +$1.39M +50,683 +13%
EFN
32
Equita Financial Network
Pennsylvania
$11.3M +$623K +22,694 +6%
KAM
33
KEB Asset Management
Illinois
$11.1M +$596K +21,732 +5%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$11.1M +$856K +31,186 +8%
FH
35
Financial Harvest
Florida
$10.9M +$11.3M +412,018 New
CC
36
Callan Capital
California
$10.8M -$178K -6,493 -2%
Pathstone Holdings
37
Pathstone Holdings
New Jersey
$10.8M +$4.05M +147,462 +57%
Bank of America
38
Bank of America
North Carolina
$9.8M +$700K +25,510 +7%
NA
39
NewEdge Advisors
Louisiana
$9.78M -$165K -5,996 -2%
BEAM
40
Baker Ellis Asset Management
Washington
$9.74M +$709K +25,823 +8%
VBA
41
von Borstel & Associates
Oregon
$9.35M +$3.82M +139,171 +65%
HIGP
42
Hill Investment Group Partners
Missouri
$9.34M -$479K -17,459 -5%
SWM
43
Seaside Wealth Management
California
$9.24M +$526K +19,172 +6%
SM
44
Sensible Money
Arizona
$8.86M +$695K +25,332 +8%
VAS
45
Vestmark Advisory Solutions
Massachusetts
$8.82M +$149K +5,434 +2%
BPA
46
Beacon Pointe Advisors
California
$8.65M +$227K +8,260 +3%
YWM
47
Yardley Wealth Management
Pennsylvania
$8.61M +$1.61M +58,502 +22%
PWMG
48
Private Wealth Management Group
New Jersey
$8.59M -$1.09M -39,842 -11%
CPA
49
Cardiff Park Advisors
California
$8.09M +$1.44M +52,640 +21%
KF
50
Krilogy Financial
Missouri
$8.05M +$648K +23,633 +8%

DISV Hedge Fund Activity: Q4 2024 in Review

314 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q4 2024, worth a combined $1.73B — up 1.5% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new DISV positions and 11 closed out — a net gain of 56 holders — while 160 added to existing stakes and 60 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $19.9M. The largest seller was Jane Street, exiting entirely with an estimated $33.3M sold.

  • 314 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q4 2024, up from 262 in Q3 2024.
  • Funds reported $1.73B of Dimensional International Small Cap Value ETF stock for Q4 2024, up 1.5% quarter-over-quarter.
  • 67 funds opened new Dimensional International Small Cap Value ETF positions in Q4 2024 and 11 closed out, a net change of +56 holders.
  • The largest Dimensional International Small Cap Value ETF buyer in Q4 2024 was Focus Partners Wealth, an estimated $19.9M added.
  • The largest Dimensional International Small Cap Value ETF seller in Q4 2024 was Jane Street, an estimated $33.3M sold.

Based on aggregated 13F filings for Q4 2024.