We are live on ! Find out more
DISV icon

Dimensional International Small Cap Value ETF
DISV

133 hedge funds and large institutions have $562M invested in Dimensional International Small Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 53 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,150% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 2

308% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 13

100% more funds holding in top 10

Funds holding in top 10: 6 → 12 (+6)

94% more capital invested

Capital invested by funds: $290M → $562M (+$272M)

80.34% more ownership

Funds ownership: 0% → 80.34% (+80%)

80% more funds holding

Funds holding: 74 → 133 (+59)

Holders
133
Holders Change
+59
Holders Change %
+79.73%
% of All Funds
2.14%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.19%
New
65
Increased
53
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FFM
Forum Financial Management
Illinois
+$30M
2
Creative Planning
Creative Planning
Kansas
+$22.4M
3
RWM
Ritholtz Wealth Management
New York
+$22.2M
4
PCI
Planning Center Inc
Illinois
+$11.3M
5
MWM
Merriman Wealth Management
Washington
+$10.8M

Top Sellers

Rank Fund Capital Flow
1
CC
Callan Capital
California
-$15.5M
2
FPAS
Focus Partners Advisor Solutions
Missouri
-$3.34M
3
OMC
Old Mission Capital
Illinois
-$3.24M
4
HighTower Advisors
HighTower Advisors
Illinois
-$3.01M
5
CPA
Cardiff Park Advisors
California
-$2.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
GPWA
101
Great Point Wealth Advisors
Massachusetts
$460K +$432K +20,716 New
CG
102
Colony Group
Massachusetts
$458K +$429K +20,600 New
BEAM
103
Baker Ellis Asset Management
Washington
$453K +$425K +20,400 New
CMBA
104
C.M. Bidwell & Associates
Hawaii
$383K +$130K +6,256 +57%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$365K +$342K +16,421 New
PCM
106
Passive Capital Management
Maryland
$344K +$323K +15,500 New
SHWM
107
Silicon Hills Wealth Management
Texas
$325K +$305K +14,622 New
FOA
108
Five Oceans Advisors
California
$324K +$71.2K +3,415 +31%
AFS
109
Annapolis Financial Services
Maryland
$312K +$252K +12,109 +631%
SHFA
110
SC&H Financial Advisors
Maryland
$308K -$3.79K -182 -1%
WFAG
111
Wescott Financial Advisory Group
Pennsylvania
$303K -$132K -6,343 -32%
Cambridge Investment Research Advisors
112
Cambridge Investment Research Advisors
Iowa
$287K -$105K -5,051 -28%
RIP
113
RAM Investment Partners
Washington
$286K +$269K +12,882 New
RLWM
114
RF&L Wealth Management
Massachusetts
$283K +$266K +12,755 New
WRPWM
115
Werba Rubin Papier Wealth Management
California
$267K +$251K +12,042 New
JMPWA
116
JP Morgan Private Wealth Advisors
California
$265K +$249K +11,950 New
SC
117
Shearwater Capital
Colorado
$253K +$238K +11,406 New
TC
118
Tacita Capital
Ontario, Canada
$242K +$227K +10,880 New
GC
119
Gibson Capital
Pennsylvania
$239K +$224K +10,742 New
FFA
120
Farther Finance Advisors
California
$222K +$208K +10,000 New
VFP
121
Verus Financial Partners
Virginia
$202K +$172K +8,246 New
Royal Bank of Canada
122
Royal Bank of Canada
Ontario, Canada
$196K +$146K +7,006 +389%
PFM
123
Phillips Financial Management
Indiana
$179K +$19.2K +923 +13%
RLIM
124
Red Lighthouse Investment Management
New York
$119K +$111K +5,342 New
TWA
125
TCI Wealth Advisors
Arizona
$81.6K +$76.6K +3,676 New
2 3 4
5
6

DISV Hedge Fund Activity: Q4 2022 in Review

133 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q4 2022, worth a combined $562M — up 94% from $290M a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new DISV positions and 2 closed out — a net gain of 63 holders — while 53 added to existing stakes and 13 trimmed.

The largest buyer was Forum Financial Management, adding an estimated $30M. The largest seller was Callan Capital, cutting an estimated $15.5M.

  • 133 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q4 2022, up from 74 in Q3 2022.
  • Funds reported $562M of Dimensional International Small Cap Value ETF stock for Q4 2022, up 94% quarter-over-quarter.
  • 65 funds opened new Dimensional International Small Cap Value ETF positions in Q4 2022 and 2 closed out, a net change of +63 holders.
  • The largest Dimensional International Small Cap Value ETF buyer in Q4 2022 was Forum Financial Management, an estimated $30M added.
  • The largest Dimensional International Small Cap Value ETF seller in Q4 2022 was Callan Capital, an estimated $15.5M sold.

Based on aggregated 13F filings for Q4 2022.