Dimensional International Small Cap Value ETF
DISV
262 hedge funds and large institutions have $1.71B invested in Dimensional International Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 155 increasing their positions, 56 reducing their positions, and 10 closing their positions.
177% more repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 56
120% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 10
17% more capital invested
Capital invested by funds: $1.45B → $1.71B (+$254M)
11% more funds holding in top 10
Funds holding in top 10: 28 → 31 (+3)
4% more funds holding
Funds holding: 252 → 262 (+10)
0.49% less ownership
Funds ownership: 76.33% → 75.84% (-0.49%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$101M |
| 2 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$17.4M |
| 3 |
SWM
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
+$12M |
| 4 |
Jane Street
New York
|
+$9.35M |
| 5 |
DB
Dravo Bay
Rehoboth Beach,
Delaware
|
+$6.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$5.16M |
| 2 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$4.93M |
| 3 |
DWA
Delap Wealth Advisory
Lake Oswego,
Oregon
|
-$3.53M |
| 4 |
LWM
Liberty Wealth Management
Oakland,
California
|
-$3.26M |
| 5 |
FLPIM
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
-$3.25M |
DISV Hedge Fund Activity: Q3 2024 in Review
262 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q3 2024, worth a combined $1.71B — up 17% from $1.45B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new DISV positions and 10 closed out — a net gain of 12 holders — while 155 added to existing stakes and 56 trimmed.
The largest buyer was Focus Partners Wealth, adding an estimated $101M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $5.16M.
- 262 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q3 2024, up from 252 in Q2 2024.
- Funds reported $1.71B of Dimensional International Small Cap Value ETF stock for Q3 2024, up 17% quarter-over-quarter.
- 22 funds opened new Dimensional International Small Cap Value ETF positions in Q3 2024 and 10 closed out, a net change of +12 holders.
- The largest Dimensional International Small Cap Value ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $101M added.
- The largest Dimensional International Small Cap Value ETF seller in Q3 2024 was Wealth Enhancement Advisory Services, an estimated $5.16M sold.
Based on aggregated 13F filings for Q3 2024.