DISV icon

Dimensional International Small Cap Value ETF
DISV

Overview Fund Activity

235 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, 138 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+12
Holders Change %
+5.38%
% of All Funds
3.41%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.38%
New
28
Increased
138
Reduced
49
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
+$20.8M
2
BSW
Buckingham Strategic Wealth
Missouri
+$18.4M
3
MWM
Merriman Wealth Management
Washington
+$9.87M
4
QFA
Quantum Financial Advisors
California
+$6.53M
5
Financial Engines Advisors
Financial Engines Advisors
California
+$6.3M

Top Sellers

1
Jane Street
Jane Street
New York
-$22.7M
2
MHS
M Holdings Securities
Oregon
-$10.9M
3
CCM
Carlson Capital Management
Minnesota
-$5.1M
4
DSCM
Del-Sette Capital Management
New York
-$4.22M
5
AWM
AE Wealth Management
Kansas
-$3.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
51
Hassell Wealth Management
Louisiana
$6.22M +$105K +3,899 +2%
CPA
52
Cardiff Park Advisors
California
$6.09M +$484K +17,812 +9%
SRB
53
Shotwell Rutter Baer
Michigan
$6.05M +$45.2K +1,645 +0.8%
NA
54
NewEdge Advisors
Louisiana
$6M +$1.01M +37,145 +20%
OMC
55
Old Mission Capital
Illinois
$5.58M +$5.58M +205,342 New
SC
56
Schoolcraft Capital
Colorado
$5.37M +$272K +9,991 +5%
CPIG
57
Chicago Partners Investment Group
Illinois
$5.35M +$199K +7,392 +4%
EF
58
Empowered Funds
Pennsylvania
$5.33M +$5.33M +196,209 New
SFP
59
Sterling Financial Planning
New Jersey
$5.29M +$589K +21,651 +13%
B
60
BetterWealth
California
$5.15M +$116K +4,284 +2%
HNWA
61
Henrickson Nauta Wealth Advisors
Michigan
$4.95M +$820K +30,202 +20%
PWS
62
Physician Wealth Solutions
Nevada
$4.84M +$1.43M +52,746 +42%
LWM
63
Liberty Wealth Management
California
$4.82M +$4.98K +183 +0.1%
LG
64
LAM Group
Oregon
$4.75M +$395K +14,525 +9%
MWM
65
Meritas Wealth Management
California
$4.23M +$849K +31,213 +25%
RS
66
Retirement Solution
Washington
$4.14M +$4.08K +150 +0.1%
CFO
67
Collective Family Office
Pennsylvania
$3.95M -$208K -7,636 -5%
CA
68
Claris Advisors
Missouri
$3.87M +$73.8K +2,715 +2%
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$3.85M +$223K +8,204 +6%
QWM
70
Quadcap Wealth Management
Texas
$3.75M +$1.1M +40,380 +41%
FS
71
Financial Symmetry
North Carolina
$3.59M +$298K +10,950 +9%
YCG
72
Yeomans Consulting Group
Georgia
$3.57M +$54.8K +2,014 +2%
WCWM
73
Willow Creek Wealth Management
California
$3.47M +$23.7K +870 +0.7%
SFA
74
Sequoia Financial Advisors
Ohio
$3.45M +$125K +4,592 +4%
AHL
75
Abel Hall LLC
Louisiana
$3.45M +$119K +4,363 +4%
1 2
3
4 5