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Dimensional International Small Cap Value ETF
DISV

Overview Fund Activity

170 hedge funds and large institutions have $901M invested in Dimensional International Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 107 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+13
Holders Change %
+8.28%
% of All Funds
2.68%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.25%
New
22
Increased
107
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
Forum Financial Management
Illinois
$132M
2
Jane Street
Jane Street
New York
$81.4M
3
BSW
Buckingham Strategic Wealth
Missouri
$25M
4
PFO
Pathstone Family Office
New Jersey
$7.27M
5
SWM
Seaside Wealth Management
California
$6.23M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
OMC
Old Mission Capital
Illinois
$2.69M
4
MHS
M Holdings Securities
Oregon
$4.86M
5
Osaic Holdings
Osaic Holdings
Arizona
$297K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$2.74M +$309K +13,083 +13%
OMC
52
Old Mission Capital
Illinois
$2.69M -$2.93M -123,692 -52%
NL
53
NWAM LLC
Washington
$2.69M +$2.69M +113,697 New
DWA
54
Delap Wealth Advisory
Oregon
$2.66M -$289K -12,220 -10%
SFA
55
Sequoia Financial Advisors
Ohio
$2.64M -$141K -5,972 -5%
HNWA
56
Henrickson Nauta Wealth Advisors
Michigan
$2.6M +$702K +29,675 +37%
WCWM
57
Willow Creek Wealth Management
California
$2.58M -$37.8K -1,599 -1%
QFA
58
Quantum Financial Advisors
California
$2.57M +$410K +17,348 +19%
IFA
59
Index Fund Advisors
California
$2.44M +$788K +33,300 +48%
CPIG
60
Chicago Partners Investment Group
Illinois
$2.43M +$477K +19,464 +24%
THL
61
Tillman Hartley LLC
Colorado
$2.35M +$429K +18,154 +22%
AA
62
Advisory Alpha
Michigan
$2.19M +$174K +7,340 +9%
MWM
63
Modera Wealth Management
New Jersey
$2.17M +$99.2K +4,194 +5%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$2.1M +$1.39M +58,831 +196%
RFP
65
RCS Financial Planning
Maryland
$2.08M +$302K +12,760 +17%
MWA
66
Mills Wealth Advisors
Texas
$2.04M +$391K +16,549 +24%
QHA
67
Quarry Hill Advisors
Minnesota
$2.03M -$24.3K -1,029 -1%
CA
68
CGN Advisors
Kansas
$2.01M +$143K +6,045 +8%
MWM
69
Meritas Wealth Management
California
$1.98M +$30.9K +1,308 +2%
CA
70
Claris Advisors
Missouri
$1.98M +$245K +10,376 +14%
MRWM
71
ML&R Wealth Management
Texas
$1.75M +$379K +16,043 +28%
SWM
72
Spire Wealth Management
Virginia
$1.72M +$355 +15 +0%
MAA
73
Mraz Amerine & Associates
California
$1.66M – – –
SWA
74
ShankerValleau Wealth Advisors
Illinois
$1.63M +$144K +6,097 +10%
GCA
75
Gradient Capital Advisors
California
$1.61M +$120K +5,085 +8%
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