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Dimensional International Small Cap Value ETF
DISV

Overview Fund Activity

157 hedge funds and large institutions have $726M invested in Dimensional International Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 94 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+24
Holders Change %
+18.05%
% of All Funds
2.51%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
34
Increased
94
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
Forum Financial Management
Illinois
+$22.7M
2
Jane Street
Jane Street
New York
+$22.4M
3
RVPG
Relative Value Partners Group
+$7.68M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$6.85M
5
BEAM
Baker Ellis Asset Management
Washington
+$6.84M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$11.6M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$3.1M
3
NL
NWAM LLC
Washington
-$2.36M
4
FTUS
Flow Traders U.S.
New York
-$906K
5
DWM
Dopkins Wealth Management
New York
-$650K
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
101
Disciplined Investments
Oklahoma
$669K +$158K +6,656 +31%
CWM
102
CarsonAllaria Wealth Management
Illinois
$652K +$667 +28 +0.1%
AWM
103
Avior Wealth Management
Nebraska
$643K +$66.7K +2,804 +12%
MCA
104
Maryland Capital Advisors
Maryland
$606K -$62.5K -2,625 -9%
SHWM
105
Silicon Hills Wealth Management
Texas
$580K +$232K +9,759 +67%
SC
106
Schubert & Co
Texas
$573K +$27.4K +1,153 +5%
SAG
107
SageView Advisory Group
California
$572K +$8.38K +352 +1%
BAG
108
Briggs Advisory Group
Rhode Island
$523K -$34.9K -1,468 -6%
MC
109
Matisse Capital
Oregon
$502K +$502K +21,100 New
AFS
110
Annapolis Financial Services
Maryland
$491K +$157K +6,583 +47%
TIM
111
Tortoise Investment Management
New York
$490K -$53.6K -2,250 -10%
CMBA
112
C.M. Bidwell & Associates
Hawaii
$481K +$70.5K +2,962 +17%
GC
113
Gibson Capital
Pennsylvania
$470K +$214K +9,000 +84%
VWA
114
Visionary Wealth Advisors
Illinois
$459K +$459K +19,290 New
GPWA
115
Great Point Wealth Advisors
Massachusetts
$439K -$54.5K -2,288 -11%
FCM
116
Fortis Capital Management
Washington
$438K +$438K +18,391 New
LNC
117
Lincoln National Corp
Pennsylvania
$428K +$428K +17,970 New
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$391K – – –
PCM
119
Passive Capital Management
Maryland
$369K – – –
SDWIA
120
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$361K +$361K +15,148 New
FOA
121
Five Oceans Advisors
California
$351K +$4.29K +180 +1%
SC
122
Shearwater Capital
Colorado
$347K +$75.7K +3,180 +28%
SHFA
123
SC&H Financial Advisors
Maryland
$330K +$95 +4 +0%
WFAG
124
Wescott Financial Advisory Group
Pennsylvania
$325K +$428 +18 +0.1%
RIP
125
RAM Investment Partners
Washington
$307K – – –
3 4
5
6 7