DISV icon

Dimensional International Small Cap Value ETF
DISV

Overview Fund Activity

133 hedge funds and large institutions have $562M invested in Dimensional International Small Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 53 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+59
Holders Change %
+79.73%
% of All Funds
2.15%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.19%
New
65
Increased
53
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
Forum Financial Management
Illinois
$45.6M
2
Creative Planning
Creative Planning
Kansas
$23.8M
3
RWM
Ritholtz Wealth Management
New York
$23.9M
4
PCI
Planning Center Inc
Illinois
$12M
5
MWM
Merriman Wealth Management
Washington
$160M

Top Sellers

1
CC
Callan Capital
California
$9.48M
2
FPAS
Focus Partners Advisor Solutions
Missouri
$8.33M
3
OMC
Old Mission Capital
Illinois
$3.81M
4
HighTower Advisors
HighTower Advisors
Illinois
$17.2M
5
CPA
Cardiff Park Advisors
California
$2.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
76
Bridgeworth
Alabama
$949K +$949K +42,711 New
PWM
77
PBMares Wealth Management
Virginia
$937K +$135K +6,063 +17%
FTUS
78
Flow Traders U.S.
New York
$906K +$906K +40,793 New
PAS
79
Park Avenue Securities
New York
$887K +$887K +39,932 New
CA
80
Claris Advisors
Missouri
$869K +$869K +39,142 New
GJIA
81
Glass Jacobson Investment Advisors
Maryland
$846K +$846K +38,096 New
Renaissance Technologies
82
Renaissance Technologies
New York
$733K +$733K +33,004 New
AFGAS
83
Allegiance Financial Group Advisory Services
Virginia
$720K +$720K +32,409 New
MWA
84
Mills Wealth Advisors
Texas
$701K +$701K +31,560 New
SFM
85
Signet Financial Management
New Jersey
$659K +$305K +13,711 +86%
DWM
86
Dopkins Wealth Management
New York
$650K +$20K +900 +3%
RGF
87
Retirement Guys Formula
Ohio
$650K +$650K +29,260 New
MCA
88
Maryland Capital Advisors
Maryland
$623K +$239K +10,765 +62%
CWM
89
CarsonAllaria Wealth Management
Illinois
$607K +$310K +13,978 +105%
BAM
90
Bayshore Asset Management
Florida
$580K +$72.8K +3,277 +14%
IFA
91
Index Fund Advisors
California
$576K +$576K +25,928 New
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$566K +$566K +25,496 New
AWM
93
Avior Wealth Management
Nebraska
$538K +$65.3K +2,941 +14%
SAG
94
SageView Advisory Group
California
$526K +$526K +23,676 New
NA
95
NewEdge Advisors
Louisiana
$524K +$524K +23,578 New
BAG
96
Briggs Advisory Group
Rhode Island
$520K +$10.6K +475 +2%
SC
97
Schubert & Co
Texas
$509K +$38.8K +1,747 +8%
TIM
98
Tortoise Investment Management
New York
$507K +$103K +4,633 +25%
RRC
99
Relaxing Retirement Coach
Massachusetts
$499K +$499K +22,479 New
DI
100
Disciplined Investments
Oklahoma
$476K +$320K +14,427 +206%
2 3
4
5 6