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Dimensional International Small Cap Value ETF

223 hedge funds and large institutions have $1.25B invested in Dimensional International Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 116 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+38
Holders Change %
+20.54%
% of All Funds
3.27%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.34%
New
54
Increased
116
Reduced
37
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SC
51
Schoolcraft Capital
Colorado
$4.83M +$692K +26,819 +17%
CPIG
52
Chicago Partners Investment Group
Illinois
$4.82M +$436K +17,265 +10%
B
53
BetterWealth
California
$4.78M -$66.8K -2,592 -1%
NA
54
NewEdge Advisors
Louisiana
$4.61M +$3.11M +123,909 +208%
FIS
55
Fischer Investment Strategies
California
$4.61M +$4.61M +178,611 New
LWM
56
Liberty Wealth Management
California
$4.57M +$5.7K +221 +0.1%
SFP
57
Sterling Financial Planning
New Jersey
$4.46M +$448K +17,374 +11%
MRWM
58
ML&R Wealth Management
Texas
$4.13M +$1.12M +43,618 +37%
LG
59
LAM Group
Oregon
$4.13M -$268K -10,375 -6%
Bank of America
60
Bank of America
North Carolina
$4.07M +$1.81M +70,333 +81%
CFO
61
Collective Family Office
Pennsylvania
$3.94M -$120K -4,662 -3%
HNWA
62
Henrickson Nauta Wealth Advisors
Michigan
$3.92M +$322K +12,481 +9%
RS
63
Retirement Solution
Washington
$3.92M +$98.1K +3,805 +3%
AWM
64
AE Wealth Management
Kansas
$3.89M +$117K +4,601 +3%
QFA
65
Quantum Financial Advisors
California
$3.71M +$643K +24,921 +21%
CA
66
Claris Advisors
Missouri
$3.6M -$8.97K -348 -0.2%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$3.47M +$350K +13,587 +11%
Stifel Financial
68
Stifel Financial
Missouri
$3.44M +$3.44M +133,559 New
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$3.43M -$100K -3,880 -3%
EFN
70
Equita Financial Network
Pennsylvania
$3.41M +$304K +11,794 +10%
YCG
71
Yeomans Consulting Group
Georgia
$3.34M +$3.34M +129,374 New
WCWM
72
Willow Creek Wealth Management
California
$3.26M +$521K +20,194 +19%
PWS
73
Physician Wealth Solutions
Nevada
$3.23M +$3.23M +125,150 New
MWM
74
Meritas Wealth Management
California
$3.21M +$664K +25,745 +26%
AHL
75
Abel Hall LLC
Louisiana
$3.16M +$3.16M +122,431 New