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Dimensional International Small Cap Value ETF

236 hedge funds and large institutions have $1.4B invested in Dimensional International Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 139 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 49

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

12% more capital invested

Capital invested by funds: $1.25B → $1.4B (+$148M)

5% more funds holding

Funds holding: 224236 (+12)

1.54% less ownership

Funds ownership: 79.24%77.7% (-1.5%)

Holders
236
Holders Change
+12
Holders Change %
+5.36%
% of All Funds
3.4%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.37%
New
28
Increased
139
Reduced
49
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
101
Arax Advisory Partners
Colorado
$2.03M -$37.8K -1,467 -2%
GCA
102
Gradient Capital Advisors
California
$1.99M +$47.1K +1,828 +3%
ACP
103
Aviance Capital Partners
Florida
$1.98M +$30.9K +1,201 +2%
GJIA
104
Glass Jacobson Investment Advisors
Maryland
$1.97M +$134K +5,188 +8%
NL
105
NWAM LLC
Washington
$1.9M -$124K -4,827 -6%
MAA
106
Mraz Amerine & Associates
California
$1.88M -$10.4K -403 -0.6%
ALWM
107
Andrews Lucia Wealth Management
California
$1.79M +$20K +778 +1%
GFA
108
Grunden Financial Advisory
Texas
$1.77M +$21.3K +829 +1%
EA
109
Efficient Advisors
Ohio
$1.57M +$188K +7,292 +14%
PP
110
Prosperity Planning
Missouri
$1.55M -$4.53K -176 -0.3%
NEPWA
111
New England Private Wealth Advisors
Massachusetts
$1.53M -$164K -6,359 -10%
LPL Financial
112
LPL Financial
California
$1.51M +$188K +7,311 +15%
BAM
113
Bayshore Asset Management
Florida
$1.43M +$6.56K +255 +0.5%
MCA
114
Maryland Capital Advisors
Maryland
$1.42M +$59.6K +2,314 +5%
IA
115
IFG Advisory
Georgia
$1.4M +$1.33M +51,478 New
SDWIA
116
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.39M +$235K +9,132 +22%
AWM
117
Avior Wealth Management
Nebraska
$1.37M +$287K +11,153 +28%
LFA
118
Longview Financial Advisors
Alabama
$1.28M -$849 -33 -0.1%
Cambridge Investment Research Advisors
119
Cambridge Investment Research Advisors
Iowa
$1.21M +$110K +4,271 +11%
MC
120
Matisse Capital
Oregon
$1.2M +$306K +11,900 +37%
MFT
121
Moisand Fitzgerald Tamayo
Florida
$1.17M -$9.65K -375 -0.9%
LNC
122
Lincoln National Corp
Pennsylvania
$1.14M +$28.3K +1,100 +3%
Royal Bank of Canada
123
Royal Bank of Canada
Ontario, Canada
$1.08M +$963K +37,424 +1,590%
CL
124
CSS LLC
Illinois
$1.06M +$1M +38,941 New
MFC
125
Morris Financial Concepts
South Carolina
$1.05M +$675K +26,210 +209%

DISV Hedge Fund Activity: Q1 2024 in Review

236 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q1 2024, worth a combined $1.4B — up 12% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DISV positions and 11 closed out — a net gain of 17 holders — while 139 added to existing stakes and 49 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $19.7M. The largest seller was Jane Street, cutting an estimated $21.4M.

  • 236 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q1 2024, up from 224 in Q4 2023.
  • Funds reported $1.4B of Dimensional International Small Cap Value ETF stock for Q1 2024, up 12% quarter-over-quarter.
  • 28 funds opened new Dimensional International Small Cap Value ETF positions in Q1 2024 and 11 closed out, a net change of +17 holders.
  • The largest Dimensional International Small Cap Value ETF buyer in Q1 2024 was Focus Partners Advisor Solutions, an estimated $19.7M added.
  • The largest Dimensional International Small Cap Value ETF seller in Q1 2024 was Jane Street, an estimated $21.4M sold.

Based on aggregated 13F filings for Q1 2024.