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Dimensional International Small Cap Value ETF

326 hedge funds and large institutions have $1.99B invested in Dimensional International Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 172 increasing their positions, 92 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

87% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 92

15% more capital invested

Capital invested by funds: $1.73B → $1.99B (+$261M)

4% more funds holding

Funds holding: 314326 (+12)

0% more funds holding in top 10

Funds holding in top 10: 4141 (0)

1.52% less ownership

Funds ownership: 79.24%77.72% (-1.5%)

Holders
326
Holders Change
+12
Holders Change %
+3.82%
% of All Funds
4.37%
Holding in Top 10
41
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
30
Increased
172
Reduced
92
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
76
Liberty Wealth Management
California
$5.45M +$10.6K +378 +0.2%
WAN
77
Wealth Advisors Northwest
Oregon
$5.29M +$424K +15,065 +9%
CPIG
78
Chicago Partners Investment Group
Illinois
$5.26M -$593K -21,064 -11%
B
79
BetterWealth
California
$5.23M -$123K -4,370 -2%
Osaic Holdings
80
Osaic Holdings
Arizona
$5.2M +$2.8M +99,564 +126%
FMWA
81
Forvis Mazars Wealth Advisors
Missouri
$5.11M -$2.78M -98,599 -36%
AA
82
Advisory Alpha
Michigan
$5M +$3.36M +119,110 +227%
PAS
83
Park Avenue Securities
New York
$4.97M +$735K +26,092 +18%
Raymond James Financial
84
Raymond James Financial
Florida
$4.92M +$555K +19,718 +13%
EWA
85
EQ Wealth Advisors
Texas
$4.78M +$958K +34,016 +26%
SIMC
86
Squire Investment Management Company
Utah
$4.68M +$207K +7,364 +5%
IA
87
IFG Advisory
Georgia
$4.64M +$2.72M +96,706 +155%
AWP
88
Astra Wealth Partners
New Jersey
$4.53M +$63.6K +2,258 +1%
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$4.49M +$739K +26,246 +21%
LAMC
90
Longview Asset Management (California)
California
$4.27M +$352K +12,491 +9%
BP
91
BWM Planning
Texas
$4.16M -$129K -4,583 -3%
JP Morgan Chase
92
JP Morgan Chase
New York
$4.11M +$86.5K +3,069 +2%
AHL
93
Abel Hall LLC
Louisiana
$4.08M +$64.6K +2,292 +2%
THL
94
Tillman Hartley LLC
Colorado
$4.06M +$146K +5,179 +4%
YCG
95
Yeomans Consulting Group
Georgia
$4.01M +$136K +4,818 +4%
SWA
96
ShankerValleau Wealth Advisors
Illinois
$3.99M +$108K +3,839 +3%
RWM
97
Ruedi Wealth Management
Illinois
$3.94M +$102K +3,621 +3%
AFA
98
Avant Financial Advisors
Texas
$3.88M -$2.31K -82 -0.1%
BGWM
99
Bridge Generations Wealth Management
Florida
$3.86M -$71K -2,521 -2%
MWA
100
Mills Wealth Advisors
Texas
$3.82M +$337K +11,951 +10%

DISV Hedge Fund Activity: Q1 2025 in Review

326 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q1 2025, worth a combined $1.99B — up 15% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DISV positions and 12 closed out — a net gain of 18 holders — while 172 added to existing stakes and 92 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $263M. The largest seller was Financial Harvest, exiting entirely with an estimated $10.9M sold.

  • 326 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q1 2025, up from 314 in Q4 2024.
  • Funds reported $1.99B of Dimensional International Small Cap Value ETF stock for Q1 2025, up 15% quarter-over-quarter.
  • 30 funds opened new Dimensional International Small Cap Value ETF positions in Q1 2025 and 12 closed out, a net change of +18 holders.
  • The largest Dimensional International Small Cap Value ETF buyer in Q1 2025 was Focus Partners Wealth, an estimated $263M added.
  • The largest Dimensional International Small Cap Value ETF seller in Q1 2025 was Financial Harvest, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2025.