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Dimensional International Small Cap Value ETF

326 hedge funds and large institutions have $1.99B invested in Dimensional International Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 172 increasing their positions, 92 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

87% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 92

15% more capital invested

Capital invested by funds: $1.73B → $1.99B (+$261M)

4% more funds holding

Funds holding: 314326 (+12)

0% more funds holding in top 10

Funds holding in top 10: 4141 (0)

1.52% less ownership

Funds ownership: 79.24%77.72% (-1.5%)

Holders
326
Holders Change
+12
Holders Change %
+3.82%
% of All Funds
4.37%
Holding in Top 10
41
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
30
Increased
172
Reduced
92
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFC
26
Miramar Fiduciary Corp
Nevada
$14.9M +$1.48M +52,473 +11%
IFA
27
Index Fund Advisors
California
$14.4M +$711K +25,231 +5%
MGW
28
MB Generational Wealth
Washington
$13.8M +$141K +4,999 +1%
RK
29
Rather & Kittrell
Tennessee
$13.6M +$949K +33,703 +8%
EFN
30
Equita Financial Network
Pennsylvania
$13.6M +$1.08M +38,478 +9%
LI
31
LRI Investments
Florida
$13M -$1.08M -38,284 -8%
SWM
32
Shakespeare Wealth Management
Wisconsin
$12.9M -$141K -5,009 -1%
VBA
33
von Borstel & Associates
Oregon
$12.9M +$2.52M +89,438 +25%
KAM
34
KEB Asset Management
Illinois
$12.6M +$383K +13,596 +3%
BEAM
35
Baker Ellis Asset Management
Washington
$12.3M +$1.53M +54,450 +15%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$12.2M -$2.82K -100 -0%
Pathstone Holdings
37
Pathstone Holdings
New Jersey
$12M +$213K +7,557 +2%
CC
38
Callan Capital
California
$11.6M -$184K -6,524 -2%
Bank of America
39
Bank of America
North Carolina
$11.4M +$598K +21,238 +6%
VAS
40
Vestmark Advisory Solutions
Massachusetts
$10.8M +$1.1M +38,973 +12%
SWM
41
Seaside Wealth Management
California
$10.6M +$477K +16,926 +5%
SFA
42
Sequoia Financial Advisors
Ohio
$10.1M +$5.03M +178,690 +107%
HIGP
43
Hill Investment Group Partners
Missouri
$10M -$193K -6,849 -2%
BPA
44
Beacon Pointe Advisors
California
$9.97M +$474K +16,836 +5%
CPA
45
Cardiff Park Advisors
California
$9.7M +$798K +28,343 +9%
SM
46
Sensible Money
Arizona
$9.63M -$79.6K -2,826 -0.8%
KF
47
Krilogy Financial
Missouri
$9.45M +$607K +21,532 +7%
NA
48
NewEdge Advisors
Louisiana
$9.38M -$1.29M -45,912 -12%
PWS
49
Physician Wealth Solutions
Nevada
$9.22M +$605K +21,473 +7%
PWMG
50
Private Wealth Management Group
New Jersey
$9.11M -$293K -10,388 -3%

DISV Hedge Fund Activity: Q1 2025 in Review

326 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q1 2025, worth a combined $1.99B — up 15% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DISV positions and 12 closed out — a net gain of 18 holders — while 172 added to existing stakes and 92 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $263M. The largest seller was Financial Harvest, exiting entirely with an estimated $10.9M sold.

  • 326 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q1 2025, up from 314 in Q4 2024.
  • Funds reported $1.99B of Dimensional International Small Cap Value ETF stock for Q1 2025, up 15% quarter-over-quarter.
  • 30 funds opened new Dimensional International Small Cap Value ETF positions in Q1 2025 and 12 closed out, a net change of +18 holders.
  • The largest Dimensional International Small Cap Value ETF buyer in Q1 2025 was Focus Partners Wealth, an estimated $263M added.
  • The largest Dimensional International Small Cap Value ETF seller in Q1 2025 was Financial Harvest, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2025.