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Dimensional International Small Cap Value ETF

224 hedge funds and large institutions have $1.25B invested in Dimensional International Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 116 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 11

214% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 37

44% more funds holding in top 10

Funds holding in top 10: 1623 (+7)

24% more capital invested

Capital invested by funds: $1B → $1.25B (+$245M)

21% more funds holding

Funds holding: 185224 (+39)

1.81% more ownership

Funds ownership: 77.43%79.24% (+1.8%)

Holders
224
Holders Change
+39
Holders Change %
+21.08%
% of All Funds
3.27%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.34%
New
55
Increased
116
Reduced
37
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
101
Aviance Capital Partners
Florida
$1.84M +$36.9K +1,534 +2%
GCA
102
Gradient Capital Advisors
California
$1.84M -$9.95K -414 -0.6%
MAA
103
Mraz Amerine & Associates
California
$1.79M -$14.5K -605 -0.9%
GJIA
104
Glass Jacobson Investment Advisors
Maryland
$1.74M +$81.4K +3,388 +5%
ALWM
105
Andrews Lucia Wealth Management
California
$1.68M +$111K +4,615 +8%
PAS
106
Park Avenue Securities
New York
$1.67M +$374K +15,568 +32%
GFA
107
Grunden Financial Advisory
Texas
$1.66M +$1.55M +64,394 New
NEPWA
108
New England Private Wealth Advisors
Massachusetts
$1.61M +$10K +417 +0.7%
NSG
109
Nalls Sherbakoff Group
Tennessee
$1.48M +$101K +4,208 +8%
PP
110
Prosperity Planning
Missouri
$1.48M -$15.8K -659 -1%
BAM
111
Bayshore Asset Management
Florida
$1.35M -$54.7K -2,275 -4%
EA
112
Efficient Advisors
Ohio
$1.3M -$24.5K -1,021 -2%
MCA
113
Maryland Capital Advisors
Maryland
$1.28M +$415K +17,274 +53%
LPL Financial
114
LPL Financial
California
$1.24M +$418K +17,389 +56%
LFA
115
Longview Financial Advisors
Alabama
$1.22M +$1.13M +47,151 New
Renaissance Technologies
116
Renaissance Technologies
New York
$1.19M +$1.11M +46,200 New
AFS
117
Annapolis Financial Services
Maryland
$1.17M +$226K +9,405 +26%
WP
118
WealthSource Partners
California
$1.13M -$19.5K -812 -2%
MFT
119
Moisand Fitzgerald Tamayo
Florida
$1.12M
Northern Trust
120
Northern Trust
Illinois
$1.12M +$1.04M +43,343 New
MML Investors Services
121
MML Investors Services
Massachusetts
$1.11M -$177K -7,374 -15%
SIS
122
Strategic Investment Solutions
Illinois
$1.11M -$43.5M -1,811,089 -98%
FCI
123
Financial Counselors Inc
Kansas
$1.11M +$486K +20,213 +89%
SDWIA
124
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.08M +$312K +12,997 +45%
LNC
125
Lincoln National Corp
Pennsylvania
$1.05M +$56K +2,328 +6%

DISV Hedge Fund Activity: Q4 2023 in Review

224 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q4 2023, worth a combined $1.25B — up 24% from $1B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new DISV positions and 11 closed out — a net gain of 44 holders — while 116 added to existing stakes and 37 trimmed.

The largest buyer was Buckingham Strategic Wealth, adding an estimated $15.6M. The largest seller was Strategic Investment Solutions, cutting an estimated $43.5M.

  • 224 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q4 2023, up from 185 in Q3 2023.
  • Funds reported $1.25B of Dimensional International Small Cap Value ETF stock for Q4 2023, up 24% quarter-over-quarter.
  • 55 funds opened new Dimensional International Small Cap Value ETF positions in Q4 2023 and 11 closed out, a net change of +44 holders.
  • The largest Dimensional International Small Cap Value ETF buyer in Q4 2023 was Buckingham Strategic Wealth, an estimated $15.6M added.
  • The largest Dimensional International Small Cap Value ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $43.5M sold.

Based on aggregated 13F filings for Q4 2023.