Dimensional International Small Cap Value ETF
DISV
74 hedge funds and large institutions have $290M invested in Dimensional International Small Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 39 increasing their positions, 5 reducing their positions, and 5 closing their positions.
680% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 5
440% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 5
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
42% more funds holding
Funds holding: 52 → 74 (+22)
53% less capital invested
Capital invested by funds: $614M → $290M (-$324M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Callan Capital
La Jolla,
California
|
+$24.2M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$22.2M |
| 3 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$11.2M |
| 4 |
FFM
Forum Financial Management
Lombard,
Illinois
|
+$11.1M |
| 5 |
DY
Dowling & Yahnke
San Diego,
California
|
+$6.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$421M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.89M |
| 3 |
WFA
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
-$2.37M |
| 4 |
CL
CPWM LLC
Seattle,
Washington
|
-$526K |
| 5 |
SHFA
SC&H Financial Advisors
Sparks,
Maryland
|
-$316K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
76
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.89M | -137,138 | Closed |
|
|
RIM
77
Rockbridge Investment Management
Syracuse,
New York
| – | -$89.6K | -4,258 | Closed |
|
|
SWM
78
Spire Wealth Management
Mclean,
Virginia
| – | -$82K | -3,910 | Closed |
|
|
PP
79
PrairieView Partners
St. Paul,
Minnesota
| – | -$56K | -2,671 | Closed |
|
DISV Hedge Fund Activity: Q3 2022 in Review
74 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q3 2022, worth a combined $290M — down 53% from $614M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new DISV positions and 5 closed out — a net gain of 22 holders — while 39 added to existing stakes and 5 trimmed.
The largest buyer was Callan Capital, adding an estimated $24.2M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $421M sold.
- 74 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q3 2022, up from 52 in Q2 2022.
- Funds reported $290M of Dimensional International Small Cap Value ETF stock for Q3 2022, down 53% quarter-over-quarter.
- 27 funds opened new Dimensional International Small Cap Value ETF positions in Q3 2022 and 5 closed out, a net change of +22 holders.
- The largest Dimensional International Small Cap Value ETF buyer in Q3 2022 was Callan Capital, an estimated $24.2M added.
- The largest Dimensional International Small Cap Value ETF seller in Q3 2022 was Dimensional Fund Advisors, an estimated $421M sold.
Based on aggregated 13F filings for Q3 2022.