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Dimensional International Small Cap Value ETF
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Overview Fund Activity

341 hedge funds and large institutions have $2.53B invested in Dimensional International Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 170 increasing their positions, 104 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+20
Holders Change %
+6.23%
% of All Funds
4.57%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.58%
New
37
Increased
170
Reduced
104
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MG
Mather Group
Illinois
+$192M
2
MWM
Modera Wealth Management
New Jersey
+$16.5M
3
FH
Financial Harvest
Florida
+$14.7M
4
VAS
Vestmark Advisory Solutions
Massachusetts
+$13M
5
AC
AlphaCore Capital
California
+$12.9M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$25.6M
2
AWP
Abacus Wealth Partners
California
-$23.3M
3
Citadel Advisors
Citadel Advisors
Florida
-$20M
4
FFM
Forum Financial Management
Illinois
-$8.24M
5
Osaic Holdings
Osaic Holdings
Arizona
-$4.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
76
Delap Wealth Advisory
Oregon
$7.07M +$3.97M +120,572 +128%
PAS
77
Park Avenue Securities
New York
$6.99M +$1.37M +41,622 +24%
FS
78
Financial Symmetry
North Carolina
$6.67M +$252K +7,660 +4%
SIMC
79
Squire Investment Management Company
Utah
$6.67M +$1.38M +41,821 +26%
EWA
80
EQ Wealth Advisors
Texas
$6.58M +$1.18M +35,860 +22%
Financial Engines Advisors
81
Financial Engines Advisors
California
$6.48M +$34.6K +1,052 +0.5%
LG
82
LAM Group
Oregon
$6.2M -$107K -3,240 -2%
AA
83
Advisory Alpha
Michigan
$6.05M +$400K +12,161 +7%
CPIG
84
Chicago Partners Investment Group
Illinois
$6.01M +$116K +3,399 +2%
Raymond James Financial
85
Raymond James Financial
Florida
$5.91M +$348K +10,584 +6%
WAN
86
Wealth Advisors Northwest
Oregon
$5.84M -$130K -3,956 -2%
B
87
BetterWealth
California
$5.79M -$124K -3,756 -2%
IA
88
IFG Advisory
Georgia
$5.51M +$266K +8,097 +5%
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$5.43M +$355K +10,789 +7%
LWM
90
Liberty Wealth Management
California
$5.31M -$855K -25,964 -14%
AWP
91
Astra Wealth Partners
New Jersey
$5.22M +$98.4K +2,989 +2%
BP
92
BWM Planning
Texas
$4.79M +$86.9K +2,640 +2%
LAMC
93
Longview Asset Management (California)
California
$4.76M -$60K -1,824 -1%
YCG
94
Yeomans Consulting Group
Georgia
$4.66M +$128K +3,890 +3%
MWA
95
Mills Wealth Advisors
Texas
$4.62M +$294K +8,928 +7%
KRW
96
Kaufman Rossin Wealth
Florida
$4.51M +$188K +5,715 +4%
BGWM
97
Bridge Generations Wealth Management
Florida
$4.48M +$121K +3,670 +3%
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
$4.47M -$179K -5,428 -4%
FMWA
99
Forvis Mazars Wealth Advisors
Missouri
$4.45M -$1.32M -40,096 -23%
AFA
100
Avant Financial Advisors
Texas
$4.4M +$15.9K +483 +0.4%
2 3
4
5 6