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Dimensional International Small Cap Value ETF
DISV

Overview Fund Activity

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
Holders
133
Holders Change
+59
Holders Change %
+79.73%
% of All Funds
2.15%
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

1
FFM
Forum Financial Management
Illinois
$45.6M
2
Creative Planning
Creative Planning
Kansas
$23.8M
3
RWM
Ritholtz Wealth Management
New York
$23.9M
4
PCI
Planning Center Inc
Illinois
$12M
5
MWM
Merriman Wealth Management
Washington
$160M

Top Sellers

1
CC
Callan Capital
California
$9.48M
2
FPAS
Focus Partners Advisor Solutions
Missouri
$8.33M
3
OMC
Old Mission Capital
Illinois
$3.81M
4
HighTower Advisors
HighTower Advisors
Illinois
$17.2M
5
CPA
Cardiff Park Advisors
California
$2.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
GPWA
101
Great Point Wealth Advisors
Massachusetts
$460K +$460K +20,716 New
CG
102
Colony Group
Massachusetts
$458K +$458K +20,600 New
BEAM
103
Baker Ellis Asset Management
Washington
$453K +$453K +20,400 New
CMBA
104
C.M. Bidwell & Associates
Hawaii
$383K +$139K +6,256 +57%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$365K +$365K +16,421 New
PCM
106
Passive Capital Management
Maryland
$344K +$344K +15,500 New
SHWM
107
Silicon Hills Wealth Management
Texas
$325K +$325K +14,622 New
FOA
108
Five Oceans Advisors
California
$324K +$75.8K +3,415 +31%
AFS
109
Annapolis Financial Services
Maryland
$312K +$269K +12,109 +631%
SHFA
110
SC&H Financial Advisors
Maryland
$308K -$4.04K -182 -1%
WFAG
111
Wescott Financial Advisory Group
Pennsylvania
$303K -$141K -6,343 -32%
Cambridge Investment Research Advisors
112
Cambridge Investment Research Advisors
Iowa
$287K -$112K -5,051 -28%
RIP
113
RAM Investment Partners
Washington
$286K +$286K +12,882 New
RLWM
114
RF&L Wealth Management
Massachusetts
$283K +$283K +12,755 New
WRPWM
115
Werba Rubin Papier Wealth Management
California
$267K +$267K +12,042 New
JPMPWA
116
J.P. Morgan Private Wealth Advisors
California
$265K +$265K +11,950 New
SC
117
Shearwater Capital
Colorado
$253K +$253K +11,406 New
TC
118
Tacita Capital
Ontario, Canada
$242K +$242K +10,880 New
GC
119
Gibson Capital
Pennsylvania
$239K +$239K +10,742 New
FFA
120
Farther Finance Advisors
California
$222K +$222K +10,000 New
VFP
121
Verus Financial Partners
Virginia
$202K +$202K +8,246 New
Royal Bank of Canada
122
Royal Bank of Canada
Ontario, Canada
$196K +$156K +7,006 +389%
PFM
123
Phillips Financial Management
Indiana
$179K +$20.5K +923 +13%
RLIM
124
Red Lighthouse Investment Management
New York
$119K +$119K +5,342 New
TWA
125
TCI Wealth Advisors
Arizona
$81.6K +$81.6K +3,676 New
2 3 4
5
6