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Dimensional International Small Cap Value ETF

314 hedge funds and large institutions have $1.73B invested in Dimensional International Small Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 160 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

509% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 11

167% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 60

32% more funds holding in top 10

Funds holding in top 10: 3141 (+10)

20% more funds holding

Funds holding: 262314 (+52)

3.41% more ownership

Funds ownership: 75.84%79.24% (+3.4%)

2% more capital invested

Capital invested by funds: $1.71B → $1.73B (+$25.7M)

Holders
314
Holders Change
+52
Holders Change %
+19.85%
% of All Funds
4.14%
Holding in Top 10
41
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+32.26%
% of All Funds
0.54%
New
67
Increased
160
Reduced
60
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FS
76
Financial Symmetry
North Carolina
$4.73M +$262K +9,564 +6%
SFA
77
Sequoia Financial Advisors
Ohio
$4.44M +$218K +7,953 +5%
WAN
78
Wealth Advisors Northwest
Oregon
$4.42M +$4.57M +166,438 New
SIMC
79
Squire Investment Management Company
Utah
$4.08M +$865K +31,536 +26%
AWP
80
Astra Wealth Partners
New Jersey
$4.07M +$4.2M +153,237 New
RS
81
Retirement Solution
Washington
$4.02M -$4.61K -168 -0.1%
Raymond James Financial
82
Raymond James Financial
Florida
$3.96M +$4.09M +149,228 New
Betterment LLC
83
Betterment LLC
New York
$3.94M +$1.48M +54,007 +57%
BP
84
BWM Planning
Texas
$3.92M -$130K -4,727 -3%
PAS
85
Park Avenue Securities
New York
$3.84M +$632K +23,021 +19%
JP Morgan Chase
86
JP Morgan Chase
New York
$3.67M +$113K +4,105 +3%
AHL
87
Abel Hall LLC
Louisiana
$3.66M +$115K +4,195 +3%
BGWM
88
Bridge Generations Wealth Management
Florida
$3.59M +$3.7M +135,001 New
THL
89
Tillman Hartley LLC
Colorado
$3.56M +$729K +26,550 +25%
LAMC
90
Longview Asset Management (California)
California
$3.56M +$3.68M +134,040 New
AFA
91
Avant Financial Advisors
Texas
$3.54M +$3.65M +133,161 New
SWA
92
ShankerValleau Wealth Advisors
Illinois
$3.54M +$717K +26,128 +24%
YCG
93
Yeomans Consulting Group
Georgia
$3.53M +$38.8K +1,415 +1%
RWM
94
Ruedi Wealth Management
Illinois
$3.5M +$451K +16,427 +14%
KRW
95
Kaufman Rossin Wealth
Florida
$3.48M +$3.59M +130,819 New
EWA
96
EQ Wealth Advisors
Texas
$3.46M +$3.57M +130,069 New
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$3.4M +$102K +3,703 +3%
WCWM
98
Willow Creek Wealth Management
California
$3.38M +$35.1K +1,278 +1%
Stifel Financial
99
Stifel Financial
Missouri
$3.29M +$63.1K +2,300 +2%
JWM
100
JDH Wealth Management
California
$3.18M +$3.28M +119,638 New

DISV Hedge Fund Activity: Q4 2024 in Review

314 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q4 2024, worth a combined $1.73B — up 1.5% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new DISV positions and 11 closed out — a net gain of 56 holders — while 160 added to existing stakes and 60 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $19.9M. The largest seller was Jane Street, exiting entirely with an estimated $33.3M sold.

  • 314 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q4 2024, up from 262 in Q3 2024.
  • Funds reported $1.73B of Dimensional International Small Cap Value ETF stock for Q4 2024, up 1.5% quarter-over-quarter.
  • 67 funds opened new Dimensional International Small Cap Value ETF positions in Q4 2024 and 11 closed out, a net change of +56 holders.
  • The largest Dimensional International Small Cap Value ETF buyer in Q4 2024 was Focus Partners Wealth, an estimated $19.9M added.
  • The largest Dimensional International Small Cap Value ETF seller in Q4 2024 was Jane Street, an estimated $33.3M sold.

Based on aggregated 13F filings for Q4 2024.