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Dimensional International Small Cap Value ETF

314 hedge funds and large institutions have $1.73B invested in Dimensional International Small Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 160 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

509% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 11

167% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 60

32% more funds holding in top 10

Funds holding in top 10: 3141 (+10)

20% more funds holding

Funds holding: 262314 (+52)

3.41% more ownership

Funds ownership: 75.84%79.24% (+3.4%)

2% more capital invested

Capital invested by funds: $1.71B → $1.73B (+$25.7M)

Holders
314
Holders Change
+52
Holders Change %
+19.85%
% of All Funds
4.14%
Holding in Top 10
41
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+32.26%
% of All Funds
0.54%
New
67
Increased
160
Reduced
60
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$7.92M -$641K -23,355 -7%
PWS
52
Physician Wealth Solutions
Nevada
$7.84M +$234K +8,530 +3%
KSWWM
53
Keyes Stange & Wooten Wealth Management
Florida
$7.68M +$223K +8,130 +3%
HWM
54
Hassell Wealth Management
Louisiana
$7.53M +$69.3K +2,527 +0.9%
UWM
55
United Wealth Management
Virginia
$7.34M +$7.58M +276,151 New
QWM
56
Quadcap Wealth Management
Texas
$7.3M +$662K +24,139 +10%
FMWA
57
Forvis Mazars Wealth Advisors
Missouri
$7.28M -$1.52M -55,292 -17%
DB
58
Dravo Bay
Delaware
$7.19M +$603K +21,963 +9%
CA
59
Claris Advisors
Missouri
$6.97M +$3.32M +121,045 +86%
PSP
60
Pacific Sage Partners
Washington
$6.95M +$259K +9,441 +4%
SC
61
Schoolcraft Capital
Colorado
$6.79M +$299K +10,888 +4%
SFP
62
Sterling Financial Planning
New Jersey
$6.75M +$154K +5,612 +2%
FAG
63
Financial Architects (Georgia)
Georgia
$6.68M +$285K +10,385 +4%
HNWA
64
Henrickson Nauta Wealth Advisors
Michigan
$6.45M +$1.06M +38,647 +19%
SRB
65
Shotwell Rutter Baer
Michigan
$6.12M +$141K +5,156 +2%
MWM
66
Meritas Wealth Management
California
$6.04M +$1.04M +37,945 +20%
GP
67
Greenline Partners
New York
$5.93M +$5.61M +204,550 +1,088%
Financial Engines Advisors
68
Financial Engines Advisors
California
$5.51M +$1.52M +55,542 +37%
PS
69
Pinney & Scofield
Massachusetts
$5.49M +$5.67M +206,503 New
LG
70
LAM Group
Oregon
$5.33M +$693K +25,255 +14%
CPIG
71
Chicago Partners Investment Group
Illinois
$5.13M -$453K -16,494 -8%
CFO
72
Collective Family Office
Pennsylvania
$5.11M +$155K +5,645 +3%
LWM
73
Liberty Wealth Management
California
$4.96M +$116K +4,219 +2%
B
74
BetterWealth
California
$4.89M +$2.63K +96 +0.1%
PWM
75
PBMares Wealth Management
Virginia
$4.78M +$431K +15,714 +10%

DISV Hedge Fund Activity: Q4 2024 in Review

314 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q4 2024, worth a combined $1.73B — up 1.5% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new DISV positions and 11 closed out — a net gain of 56 holders — while 160 added to existing stakes and 60 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $19.9M. The largest seller was Jane Street, exiting entirely with an estimated $33.3M sold.

  • 314 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q4 2024, up from 262 in Q3 2024.
  • Funds reported $1.73B of Dimensional International Small Cap Value ETF stock for Q4 2024, up 1.5% quarter-over-quarter.
  • 67 funds opened new Dimensional International Small Cap Value ETF positions in Q4 2024 and 11 closed out, a net change of +56 holders.
  • The largest Dimensional International Small Cap Value ETF buyer in Q4 2024 was Focus Partners Wealth, an estimated $19.9M added.
  • The largest Dimensional International Small Cap Value ETF seller in Q4 2024 was Jane Street, an estimated $33.3M sold.

Based on aggregated 13F filings for Q4 2024.