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Dimensional International Small Cap Value ETF

223 hedge funds and large institutions have $1.25B invested in Dimensional International Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 116 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+38
Holders Change %
+20.54%
% of All Funds
3.27%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.34%
New
54
Increased
116
Reduced
37
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
76
Sequoia Financial Advisors
Ohio
$3.15M +$174K +6,760 +6%
FS
77
Financial Symmetry
North Carolina
$3.12M +$3.12M +120,981 New
DWA
78
Delap Wealth Advisory
Oregon
$2.9M -$343K -13,319 -11%
Balyasny Asset Management
79
Balyasny Asset Management
Illinois
$2.87M +$2.87M +111,213 New
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$2.7M -$32.3K -1,254 -1%
AA
81
Advisory Alpha
Michigan
$2.68M +$79.1K +3,069 +3%
THL
82
Tillman Hartley LLC
Colorado
$2.57M +$62.2K +2,413 +2%
RFP
83
RCS Financial Planning
Maryland
$2.51M +$82.9K +3,214 +3%
QWM
84
Quadcap Wealth Management
Texas
$2.51M +$2.51M +97,358 New
Morgan Stanley
85
Morgan Stanley
New York
$2.51M +$2.5M +96,949 +26,132%
SWA
86
ShankerValleau Wealth Advisors
Illinois
$2.47M +$422K +16,373 +21%
Citadel Advisors
87
Citadel Advisors
Florida
$2.41M -$295K -11,451 -11%
Mariner
88
Mariner
Kansas
$2.39M +$45.4K +1,761 +2%
MWA
89
Mills Wealth Advisors
Texas
$2.39M +$73.6K +2,856 +3%
MWM
90
Modera Wealth Management
New Jersey
$2.33M -$29.8K -1,155 -1%
VAG
91
Vannoy Advisory Group
Texas
$2.31M +$2.31M +89,767 New
NWM
92
Northwest Wealth Management
Iowa
$2.29M +$742K +28,789 +48%
QHA
93
Quarry Hill Advisors
Minnesota
$2.27M +$49.3K +1,913 +2%
RJFSA
94
Raymond James Financial Services Advisors
Florida
$2.23M +$2.23M +86,386 New
SWM
95
Spire Wealth Management
Virginia
$2.14M +$284K +11,399 +15%
CFGA
96
Cambridge Financial Group (Arizona)
Arizona
$2.03M +$2.03M +78,537 New
RWM
97
Ruedi Wealth Management
Illinois
$1.97M +$403K +15,636 +26%
AAP
98
Arax Advisory Partners
Colorado
$1.96M +$145K +5,616 +8%
NL
99
NWAM LLC
Washington
$1.92M +$51.7K +2,006 +3%
PWM
100
PBMares Wealth Management
Virginia
$1.9M +$449K +17,427 +31%