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Dimensional International Small Cap Value ETF

236 hedge funds and large institutions have $1.4B invested in Dimensional International Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 139 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 49

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

12% more capital invested

Capital invested by funds: $1.25B → $1.4B (+$148M)

5% more funds holding

Funds holding: 224236 (+12)

1.54% less ownership

Funds ownership: 79.24%77.7% (-1.5%)

Holders
236
Holders Change
+12
Holders Change %
+5.36%
% of All Funds
3.4%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.37%
New
28
Increased
139
Reduced
49
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
51
Hassell Wealth Management
Louisiana
$6.22M +$100K +3,899 +2%
CPA
52
Cardiff Park Advisors
California
$6.09M +$459K +17,812 +9%
SRB
53
Shotwell Rutter Baer
Michigan
$6.05M +$42.3K +1,645 +0.8%
NA
54
NewEdge Advisors
Louisiana
$6M +$956K +37,145 +20%
OMC
55
Old Mission Capital
Illinois
$5.58M +$5.29M +205,342 New
SC
56
Schoolcraft Capital
Colorado
$5.37M +$257K +9,991 +5%
CPIG
57
Chicago Partners Investment Group
Illinois
$5.35M +$190K +7,392 +4%
EF
58
Empowered Funds
Pennsylvania
$5.33M +$5.05M +196,209 New
SFP
59
Sterling Financial Planning
New Jersey
$5.29M +$557K +21,651 +13%
B
60
BetterWealth
California
$5.15M +$110K +4,284 +2%
HNWA
61
Henrickson Nauta Wealth Advisors
Michigan
$4.95M +$777K +30,202 +20%
PWS
62
Physician Wealth Solutions
Nevada
$4.84M +$1.36M +52,746 +42%
LWM
63
Liberty Wealth Management
California
$4.82M +$4.71K +183 +0.1%
LG
64
LAM Group
Oregon
$4.75M +$374K +14,525 +9%
MWM
65
Meritas Wealth Management
California
$4.23M +$803K +31,213 +25%
RS
66
Retirement Solution
Washington
$4.14M +$3.86K +150 +0.1%
CFO
67
Collective Family Office
Pennsylvania
$3.95M -$197K -7,636 -5%
CA
68
Claris Advisors
Missouri
$3.87M +$69.9K +2,715 +2%
JP Morgan Chase
69
JP Morgan Chase
New York
$3.85M +$211K +8,204 +6%
QWM
70
Quadcap Wealth Management
Texas
$3.75M +$1.04M +40,380 +41%
FS
71
Financial Symmetry
North Carolina
$3.59M +$282K +10,950 +9%
YCG
72
Yeomans Consulting Group
Georgia
$3.57M +$51.8K +2,014 +2%
WCWM
73
Willow Creek Wealth Management
California
$3.47M +$22.4K +870 +0.7%
SFA
74
Sequoia Financial Advisors
Ohio
$3.45M +$118K +4,592 +4%
AHL
75
Abel Hall LLC
Louisiana
$3.45M +$112K +4,363 +4%

DISV Hedge Fund Activity: Q1 2024 in Review

236 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q1 2024, worth a combined $1.4B — up 12% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DISV positions and 11 closed out — a net gain of 17 holders — while 139 added to existing stakes and 49 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $19.7M. The largest seller was Jane Street, cutting an estimated $21.4M.

  • 236 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q1 2024, up from 224 in Q4 2023.
  • Funds reported $1.4B of Dimensional International Small Cap Value ETF stock for Q1 2024, up 12% quarter-over-quarter.
  • 28 funds opened new Dimensional International Small Cap Value ETF positions in Q1 2024 and 11 closed out, a net change of +17 holders.
  • The largest Dimensional International Small Cap Value ETF buyer in Q1 2024 was Focus Partners Advisor Solutions, an estimated $19.7M added.
  • The largest Dimensional International Small Cap Value ETF seller in Q1 2024 was Jane Street, an estimated $21.4M sold.

Based on aggregated 13F filings for Q1 2024.