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Dimensional International Small Cap Value ETF

362 hedge funds and large institutions have $2.85B invested in Dimensional International Small Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 172 increasing their positions, 111 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

55% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 111

12% more capital invested

Capital invested by funds: $2.55B → $2.85B (+$296M)

5% more funds holding

Funds holding: 346362 (+16)

0% more funds holding in top 10

Funds holding in top 10: 4444 (0)

0.24% less ownership

Funds ownership: 79.29%79.04% (-0.24%)

Holders
362
Holders Change
+16
Holders Change %
+4.62%
% of All Funds
4.75%
Holding in Top 10
44
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.58%
New
35
Increased
172
Reduced
111
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
51
Corient Private Wealth
Florida
$12.2M -$25.4M -741,280 -68%
SM
52
Sensible Money
Arizona
$11.6M -$201K -5,869 -2%
KF
53
Krilogy Financial
Missouri
$11.5M +$293K +8,532 +3%
YCG
54
Yeomans Consulting Group
Georgia
$11.4M +$6.08M +177,486 +125%
UWM
55
United Wealth Management
Virginia
$10.8M +$2.16K +63 +0%
SFP
56
Sterling Financial Planning
New Jersey
$10.5M -$109K -3,179 -1%
AWP
57
Abacus Wealth Partners
California
$10.5M -$2.15M -62,789 -18%
PWS
58
Physician Wealth Solutions
Nevada
$10.5M -$153K -4,471 -2%
KSWWM
59
Keyes Stange & Wooten Wealth Management
Florida
$10.4M +$89.9K +2,623 +0.9%
SMA
60
Seven Mile Advisory
New Jersey
$10.4M +$10M +291,770 New
NA
61
NewEdge Advisors
Louisiana
$10.4M -$889K -25,932 -8%
HWM
62
Hassell Wealth Management
Louisiana
$10.3M +$21.4K +625 +0.2%
MWM
63
Meritas Wealth Management
California
$9.99M +$203K +5,915 +2%
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$9.84M -$122K -3,566 -1%
PWMG
65
Private Wealth Management Group
New Jersey
$9.84M -$595K -17,354 -6%
DB
66
Dravo Bay
Delaware
$9.45M +$549K +16,009 +6%
PAS
67
Park Avenue Securities
New York
$9.1M +$1.46M +42,611 +20%
WMA
68
William Mack & Associates
Michigan
$9.09M +$2.57M +74,910 +42%
PSP
69
Pacific Sage Partners
Washington
$8.97M -$451K -13,157 -5%
FIS
70
Fischer Investment Strategies
California
$8.79M +$4.59M +133,803 +119%
FAG
71
Financial Architects (Georgia)
Georgia
$8.69M +$98.7K +2,880 +1%
YWM
72
Yardley Wealth Management
Pennsylvania
$8.64M -$955K -27,869 -10%
PWM
73
PBMares Wealth Management
Virginia
$8.57M +$840K +24,489 +11%
PS
74
Pinney & Scofield
Massachusetts
$8.41M +$127K +3,698 +2%
QWM
75
Quadcap Wealth Management
Texas
$8.27M +$17.7K +517 +0.2%

DISV Hedge Fund Activity: Q3 2025 in Review

362 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q3 2025, worth a combined $2.85B — up 12% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DISV positions and 13 closed out — a net gain of 22 holders — while 172 added to existing stakes and 111 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $13.6M. The largest seller was Corient Private Wealth, cutting an estimated $25.4M.

  • 362 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q3 2025, up from 346 in Q2 2025.
  • Funds reported $2.85B of Dimensional International Small Cap Value ETF stock for Q3 2025, up 12% quarter-over-quarter.
  • 35 funds opened new Dimensional International Small Cap Value ETF positions in Q3 2025 and 13 closed out, a net change of +22 holders.
  • The largest Dimensional International Small Cap Value ETF buyer in Q3 2025 was Focus Partners Wealth, an estimated $13.6M added.
  • The largest Dimensional International Small Cap Value ETF seller in Q3 2025 was Corient Private Wealth, an estimated $25.4M sold.

Based on aggregated 13F filings for Q3 2025.