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Dimensional International Small Cap Value ETF
DISV

Overview Fund Activity

133 hedge funds and large institutions have $562M invested in Dimensional International Small Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 53 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+59
Holders Change %
+79.73%
% of All Funds
2.15%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.19%
New
65
Increased
53
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
Forum Financial Management
Illinois
$45.6M
2
Creative Planning
Creative Planning
Kansas
$23.8M
3
RWM
Ritholtz Wealth Management
New York
$23.9M
4
PCI
Planning Center Inc
Illinois
$12M
5
MWM
Merriman Wealth Management
Washington
$160M

Top Sellers

1
CC
Callan Capital
California
$9.48M
2
FPAS
Focus Partners Advisor Solutions
Missouri
$8.33M
3
OMC
Old Mission Capital
Illinois
$3.81M
4
HighTower Advisors
HighTower Advisors
Illinois
$17.2M
5
CPA
Cardiff Park Advisors
California
$2.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
QFA
51
Quantum Financial Advisors
California
$1.62M +$822K +36,998 +103%
SIS
52
Strategic Investment Solutions
Illinois
$1.62M +$1.62M +65,626 New
SWM
53
Spire Wealth Management
Virginia
$1.58M +$1.58M +71,325 New
AWM
54
Align Wealth Management
Oklahoma
$1.55M +$1.55M +83,701 New
MAA
55
Mraz Amerine & Associates
California
$1.52M +$1.52M +68,475 New
CA
56
CGN Advisors
Kansas
$1.5M +$1.5M +67,356 New
Jane Street
57
Jane Street
New York
$1.48M -$242K -10,889 -14%
AWP
58
Abacus Wealth Partners
California
$1.45M +$1.06M +47,667 +269%
HNWA
59
Henrickson Nauta Wealth Advisors
Michigan
$1.42M +$154K +6,938 +12%
CPIG
60
Chicago Partners Investment Group
Illinois
$1.4M +$181K +7,475 +15%
SWA
61
ShankerValleau Wealth Advisors
Illinois
$1.36M +$1.36M +61,064 New
GCA
62
Gradient Capital Advisors
California
$1.33M +$200K +9,001 +18%
PP
63
Prosperity Planning
Missouri
$1.31M – – –
NWM
64
Northwest Wealth Management
Iowa
$1.31M +$56.7K +2,555 +5%
EA
65
Efficient Advisors
Ohio
$1.26M +$1.26M +56,699 New
ALWM
66
Andrews Lucia Wealth Management
California
$1.22M +$452K +20,360 +59%
RWM
67
Ruedi Wealth Management
Illinois
$1.17M +$1.17M +52,582 New
AAP
68
Arax Advisory Partners
Colorado
$1.13M +$1.13M +51,076 New
Osaic Holdings
69
Osaic Holdings
Arizona
$1.12M +$837K +37,697 +296%
MRWM
70
ML&R Wealth Management
Texas
$1.11M +$666K +29,994 +150%
PWIA
71
Porter White Investment Advisors
Alabama
$1.06M +$1.06M +47,514 New
MFT
72
Moisand Fitzgerald Tamayo
Florida
$1.05M +$541K +24,377 +106%
ACP
73
Aviance Capital Partners
Florida
$1.01M +$97.2K +4,376 +11%
WP
74
WealthSource Partners
California
$1M +$1M +45,128 New
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$981K +$981K +44,179 New
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