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Dimensional International Small Cap Value ETF
DISV

Overview Fund Activity

249 hedge funds and large institutions have $1.45B invested in Dimensional International Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 144 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+15
Holders Change %
+6.41%
% of All Funds
3.62%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.41%
New
26
Increased
144
Reduced
50
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
Buckingham Strategic Wealth
Missouri
+$9.75M
2
SC
Savant Capital
Illinois
+$9M
3
GOCP
Great Oak Capital Partners
Massachusetts
+$7.67M
4
JTWM
Jackson Thornton Wealth Management
Alabama
+$6.86M
5
MWM
Merriman Wealth Management
Washington
+$6.81M

Top Sellers

1
FFM
Forum Financial Management
Illinois
-$13.4M
2
RVPG
Relative Value Partners Group
-$12.4M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$7.44M
4
EF
Empowered Funds
Pennsylvania
-$5.33M
5
MFC
Miramar Fiduciary Corp
Nevada
-$2.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
76
Raymond James Financial Services Advisors
Florida
$3.54M +$508K +18,882 +17%
AHL
77
Abel Hall LLC
Louisiana
$3.53M +$115K +4,265 +3%
WCWM
78
Willow Creek Wealth Management
California
$3.41M -$17.8K -662 -0.5%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$3.33M +$139K +5,166 +4%
Stifel Financial
80
Stifel Financial
Missouri
$3.27M +$2.18K +81 +0.1%
CA
81
Claris Advisors
Missouri
$3.25M -$581K -21,586 -15%
PWM
82
PBMares Wealth Management
Virginia
$3.04M +$498K +18,495 +20%
MWA
83
Mills Wealth Advisors
Texas
$2.9M +$281K +10,426 +11%
PAS
84
Park Avenue Securities
New York
$2.88M +$475K +17,643 +20%
RWM
85
Ruedi Wealth Management
Illinois
$2.84M +$535K +19,877 +23%
THL
86
Tillman Hartley LLC
Colorado
$2.83M +$88.4K +3,287 +3%
SIMC
87
Squire Investment Management Company
Utah
$2.66M +$623K +23,150 +31%
SWA
88
ShankerValleau Wealth Advisors
Illinois
$2.65M -$8.26K -307 -0.3%
NWM
89
Northwest Wealth Management
Iowa
$2.62M +$217K +8,068 +9%
SWM
90
Spire Wealth Management
Virginia
$2.54M +$18.2K +676 +0.7%
Mariner
91
Mariner
Kansas
$2.5M -$93.7K -3,481 -4%
Citadel Advisors
92
Citadel Advisors
Florida
$2.46M -$874K -32,479 -26%
VAG
93
Vannoy Advisory Group
Texas
$2.4M -$23.2K -864 -1%
QHA
94
Quarry Hill Advisors
Minnesota
$2.36M – – –
MWM
95
Modera Wealth Management
New Jersey
$2.08M -$421K -15,642 -17%
AAP
96
Arax Advisory Partners
Colorado
$2.07M +$59.7K +2,219 +3%
GJIA
97
Glass Jacobson Investment Advisors
Maryland
$2.02M +$64.9K +2,411 +3%
GCA
98
Gradient Capital Advisors
California
$2.01M +$46.2K +1,716 +2%
AF
99
Allworth Financial
California
$1.97M +$1.97M +70,356 New
ACP
100
Aviance Capital Partners
Florida
$1.96M +$9.74K +362 +0.5%
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4
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