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Dimensional International Small Cap Value ETF
DISV

Overview Fund Activity

185 hedge funds and large institutions have $1B invested in Dimensional International Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 115 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+15
Holders Change %
+8.82%
% of All Funds
2.95%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
22
Increased
115
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
Strategic Investment Solutions
Illinois
$45.2M
2
FFM
Forum Financial Management
Illinois
$151M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$14.3M
4
IWM
Integris Wealth Management
California
$11.6M
5
BSW
Buckingham Strategic Wealth
Missouri
$34.7M

Top Sellers

1
Jane Street
Jane Street
New York
$31M
2
Corient Private Wealth
Corient Private Wealth
Florida
$14.2M
3
DAM
Derbend Asset Management
Georgia
$1.67M
4
LWM
LJI Wealth Management
Indiana
$239K
5
HighTower Advisors
HighTower Advisors
Illinois
$23.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
51
Collective Family Office
Pennsylvania
$3.74M +$63.4K +2,665 +2%
SFP
52
Sterling Financial Planning
New Jersey
$3.7M +$305K +12,824 +9%
AWM
53
AE Wealth Management
Kansas
$3.53M +$152K +6,384 +4%
RS
54
Retirement Solution
Washington
$3.52M +$148K +6,213 +4%
CA
55
Claris Advisors
Missouri
$3.33M +$1.34M +56,514 +68%
HNWA
56
Henrickson Nauta Wealth Advisors
Michigan
$3.32M +$703K +29,542 +27%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$3.25M +$503K +21,247 +18%
DWA
58
Delap Wealth Advisory
Oregon
$2.99M +$314K +13,210 +12%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$2.88M -$8.37K -352 -0.3%
FTUS
60
Flow Traders U.S.
New York
$2.88M +$2.88M +120,959 New
EFN
61
Equita Financial Network
Pennsylvania
$2.87M +$2.87M +120,521 New
QFA
62
Quantum Financial Advisors
California
$2.83M +$242K +10,181 +9%
MRWM
63
ML&R Wealth Management
Texas
$2.77M +$1.01M +42,523 +57%
SFA
64
Sequoia Financial Advisors
Ohio
$2.75M +$90.3K +3,798 +3%
CA
65
CGN Advisors
Kansas
$2.57M +$550K +23,123 +27%
WCWM
66
Willow Creek Wealth Management
California
$2.53M -$61.5K -2,588 -2%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$2.52M +$410K +17,258 +19%
Citadel Advisors
68
Citadel Advisors
Florida
$2.5M +$2.02M +84,917 +422%
AA
69
Advisory Alpha
Michigan
$2.4M +$194K +8,153 +9%
MWM
70
Meritas Wealth Management
California
$2.34M +$355K +14,943 +18%
THL
71
Tillman Hartley LLC
Colorado
$2.32M -$50K -2,104 -2%
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$2.25M +$2.25M +94,507 New
RFP
73
RCS Financial Planning
Maryland
$2.24M +$146K +6,120 +7%
MWM
74
Modera Wealth Management
New Jersey
$2.18M -$6.78K -285 -0.3%
Mariner
75
Mariner
Kansas
$2.16M +$2.16M +90,963 New
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