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Dimensional International Small Cap Value ETF
DISV

Overview Fund Activity

249 hedge funds and large institutions have $1.45B invested in Dimensional International Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 144 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+15
Holders Change %
+6.41%
% of All Funds
3.62%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.41%
New
26
Increased
144
Reduced
50
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
Buckingham Strategic Wealth
Missouri
+$9.75M
2
SC
Savant Capital
Illinois
+$9M
3
GOCP
Great Oak Capital Partners
Massachusetts
+$7.67M
4
JTWM
Jackson Thornton Wealth Management
Alabama
+$6.86M
5
MWM
Merriman Wealth Management
Washington
+$6.81M

Top Sellers

1
FFM
Forum Financial Management
Illinois
-$13.4M
2
RVPG
Relative Value Partners Group
-$12.4M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$7.44M
4
EF
Empowered Funds
Pennsylvania
-$5.33M
5
MFC
Miramar Fiduciary Corp
Nevada
-$2.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSP
51
Pacific Sage Partners
Washington
$6.4M -$4.52K -168 -0.1%
SC
52
Schoolcraft Capital
Colorado
$6.4M +$1.09M +40,466 +21%
Financial Engines Advisors
53
Financial Engines Advisors
California
$6.24M +$9.36K +348 +0.2%
SW
54
Simplicity Wealth
New Jersey
$6.18M +$6.18M +229,752 New
FLPIM
55
F.L. Putnam Investment Management
Massachusetts
$6.14M +$6.14M +228,130 New
NA
56
NewEdge Advisors
Louisiana
$6.08M +$143K +5,325 +2%
CPA
57
Cardiff Park Advisors
California
$6.08M +$58.2K +2,165 +1%
SRB
58
Shotwell Rutter Baer
Michigan
$6.07M +$49.8K +1,824 +0.8%
DSCM
59
Del-Sette Capital Management
New York
$6.05M +$3.66M +136,137 +153%
DWA
60
Delap Wealth Advisory
Oregon
$5.99M +$2.93M +108,746 +96%
SFP
61
Sterling Financial Planning
New Jersey
$5.94M +$706K +26,235 +13%
CPIG
62
Chicago Partners Investment Group
Illinois
$5.84M +$296K +10,588 +5%
HNWA
63
Henrickson Nauta Wealth Advisors
Michigan
$5.27M +$369K +13,731 +8%
QWM
64
Quadcap Wealth Management
Texas
$4.96M +$1.26M +46,762 +34%
B
65
BetterWealth
California
$4.91M -$194K -7,206 -4%
LWM
66
Liberty Wealth Management
California
$4.77M +$1.95M +122,475 +69%
LG
67
LAM Group
Oregon
$4.73M +$38.9K +1,445 +0.8%
OMC
68
Old Mission Capital
Illinois
$4.35M -$1.17M -43,657 -21%
FS
69
Financial Symmetry
North Carolina
$4.35M +$800K +29,740 +23%
MWM
70
Meritas Wealth Management
California
$4.31M +$124K +4,606 +3%
CFO
71
Collective Family Office
Pennsylvania
$4.19M +$288K +10,712 +7%
RS
72
Retirement Solution
Washington
$4.13M +$40.8K +1,515 +1%
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$3.83M +$22.7K +843 +0.6%
SFA
74
Sequoia Financial Advisors
Ohio
$3.8M +$384K +14,263 +11%
YCG
75
Yeomans Consulting Group
Georgia
$3.54M +$9.66K +359 +0.3%
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