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Dimensional International Small Cap Value ETF

259 hedge funds and large institutions have $1.7B invested in Dimensional International Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 153 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+10
Holders Change %
+4.02%
% of All Funds
3.75%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.45%
New
22
Increased
153
Reduced
55
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
YWM
51
Yardley Wealth Management
Pennsylvania
$7.6M +$7.6M +261,541 New
HWM
52
Hassell Wealth Management
Louisiana
$7.48M +$674K +24,567 +10%
Pathstone Holdings
53
Pathstone Holdings
New Jersey
$7.47M -$81.8K -2,816 -1%
PSP
54
Pacific Sage Partners
Washington
$7.33M +$414K +14,250 +6%
CPA
55
Cardiff Park Advisors
California
$7.32M +$753K +25,905 +11%
QWM
56
Quadcap Wealth Management
Texas
$7.29M +$1.93M +66,279 +36%
DB
57
Dravo Bay
Delaware
$7.23M +$7.23M +248,763 New
SFP
58
Sterling Financial Planning
New Jersey
$7.22M +$806K +27,727 +13%
SC
59
Schoolcraft Capital
Colorado
$7.11M +$202K +6,965 +3%
FAG
60
Financial Architects (Georgia)
Georgia
$7M +$2.33K +80 +0%
SRB
61
Shotwell Rutter Baer
Michigan
$6.6M +$209K +7,248 +3%
VBA
62
von Borstel & Associates
Oregon
$6.18M +$6.18M +212,744 New
HNWA
63
Henrickson Nauta Wealth Advisors
Michigan
$5.93M +$237K +8,164 +4%
CPIG
64
Chicago Partners Investment Group
Illinois
$5.8M +$14.6K +529 +0.3%
DSCM
65
Del-Sette Capital Management
New York
$5.67M -$865K -29,765 -13%
MWM
66
Meritas Wealth Management
California
$5.5M +$849K +29,206 +18%
CFO
67
Collective Family Office
Pennsylvania
$5.42M +$892K +30,711 +20%
B
68
BetterWealth
California
$5.35M +$47K +1,616 +0.9%
LWM
69
Liberty Wealth Management
California
$5.31M -$3.4M -116,975 -39%
LG
70
LAM Group
Oregon
$5.1M -$18K -620 -0.4%
FS
71
Financial Symmetry
North Carolina
$4.9M +$201K +6,904 +4%
PWM
72
PBMares Wealth Management
Virginia
$4.77M +$1.48M +51,077 +45%
OMC
73
Old Mission Capital
Illinois
$4.74M +$44.3K +1,524 +0.9%
SFA
74
Sequoia Financial Advisors
Ohio
$4.63M +$527K +18,128 +13%
BP
75
BWM Planning
Texas
$4.42M +$4.42M +152,248 New