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Dimensional International Small Cap Value ETF

157 hedge funds and large institutions have $726M invested in Dimensional International Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 94 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+24
Holders Change %
+18.05%
% of All Funds
2.51%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
34
Increased
94
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAP
76
Arax Advisory Partners
Colorado
$1.4M +$186K +7,793 +15%
MRWM
77
ML&R Wealth Management
Texas
$1.38M +$193K +8,097 +16%
Osaic Holdings
78
Osaic Holdings
Arizona
$1.35M +$151K +6,325 +13%
NEPWA
79
New England Private Wealth Advisors
Massachusetts
$1.34M +$1.34M +56,108 New
RRC
80
Relaxing Retirement Coach
Massachusetts
$1.32M +$783K +32,893 +146%
RWM
81
Ruedi Wealth Management
Illinois
$1.28M +$27.3K +1,145 +2%
EA
82
Efficient Advisors
Ohio
$1.22M -$128K -5,372 -9%
ALWM
83
Andrews Lucia Wealth Management
California
$1.21M -$95.8K -4,023 -7%
PWIA
84
Porter White Investment Advisors
Alabama
$1.16M +$33.4K +1,401 +3%
BAM
85
Bayshore Asset Management
Florida
$1.14M +$516K +21,679 +83%
ACP
86
Aviance Capital Partners
Florida
$1.11M +$20.1K +844 +2%
NSG
87
Nalls Sherbakoff Group
Tennessee
$1.08M +$1.08M +45,571 New
PWM
88
PBMares Wealth Management
Virginia
$1.08M +$76.8K +3,226 +8%
MFT
89
Moisand Fitzgerald Tamayo
Florida
$1.07M -$57.3K -2,406 -5%
WP
90
WealthSource Partners
California
$1.05M -$25.1K -1,055 -2%
PAS
91
Park Avenue Securities
New York
$977K +$26.1K +1,096 +3%
WRPWM
92
Werba Rubin Papier Wealth Management
California
$889K +$603K +25,314 +210%
Renaissance Technologies
93
Renaissance Technologies
New York
$809K +$23.7K +996 +3%
AFGAS
94
Allegiance Financial Group Advisory Services
Virginia
$772K +$738 +31 +0.1%
NA
95
NewEdge Advisors
Louisiana
$760K +$198K +8,338 +35%
RGF
96
Retirement Guys Formula
Ohio
$710K +$13.2K +554 +2%
SFM
97
Signet Financial Management
New Jersey
$705K -$1.17K -49 -0.2%
LPL Financial
98
LPL Financial
California
$705K +$705K +29,595 New
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$704K +$397K +16,668 +129%
Citadel Advisors
100
Citadel Advisors
Florida
$696K +$696K +29,256 New