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Dimensional International Small Cap Value ETF

185 hedge funds and large institutions have $1B invested in Dimensional International Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 115 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+15
Holders Change %
+8.82%
% of All Funds
2.95%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
22
Increased
115
Reduced
29
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WP
101
WealthSource Partners
California
$1.06M +$9.73K +409 +0.9%
MFT
102
Moisand Fitzgerald Tamayo
Florida
$1.03M -$27.1K -1,139 -3%
LNC
103
Lincoln National Corp
Pennsylvania
$914K +$327K +13,738 +56%
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$884K +$828K +34,813 +1,476%
AWM
105
Avior Wealth Management
Nebraska
$877K +$161K +6,787 +23%
BAG
106
Briggs Advisory Group
Rhode Island
$870K +$286K +12,010 +49%
PWIA
107
Porter White Investment Advisors
Alabama
$865K -$301K -12,651 -26%
WRPWM
108
Werba Rubin Papier Wealth Management
California
$865K -$23.8K -1,000 -3%
AFS
109
Annapolis Financial Services
Maryland
$857K +$228K +9,579 +36%
MCA
110
Maryland Capital Advisors
Maryland
$774K +$380 +16 +0%
HH
111
Hilltop Holdings
Texas
$738K +$738K +31,037 New
LPL Financial
112
LPL Financial
California
$734K -$308K -12,972 -30%
RGF
113
Retirement Guys Formula
Ohio
$714K -$47.3K -1,989 -6%
SFM
114
Signet Financial Management
New Jersey
$702K -$6.9K -290 -1%
CWM
115
CarsonAllaria Wealth Management
Illinois
$700K +$8.78K +369 +1%
AFGAS
116
Allegiance Financial Group Advisory Services
Virginia
$689K -$92.5K -3,888 -12%
SDWIA
117
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$686K +$99.9K +4,200 +17%
SC
118
Schubert & Co
Texas
$672K +$21.4K +900 +3%
1WM
119
1900 Wealth Management
Texas
$585K +$585K +24,615 New
SAG
120
SageView Advisory Group
California
$581K +$5.8K +244 +1%
BTI
121
Blue Trust Inc
Georgia
$563K +$40.6K +1,719 +8%
WA
122
Waverly Advisors
Alabama
$557K
FCI
123
Financial Counselors Inc
Kansas
$538K +$538K +22,642 New
LCM
124
Liberty Capital Management
Michigan
$537K +$290K +12,209 +118%
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$530K +$184K +7,719 +53%