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Dimensional International Small Cap Value ETF
DISV

314 hedge funds and large institutions have $1.73B invested in Dimensional International Small Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 160 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

509% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 11

167% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 60

32% more funds holding in top 10

Funds holding in top 10: 31 → 41 (+10)

20% more funds holding

Funds holding: 262 → 314 (+52)

3.41% more ownership

Funds ownership: 75.84% → 79.24% (+3.4%)

2% more capital invested

Capital invested by funds: $1.71B → $1.73B (+$25.7M)

Holders
314
Holders Change
+52
Holders Change %
+19.85%
% of All Funds
4.14%
Holding in Top 10
41
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+32.26%
% of All Funds
0.54%
New
67
Increased
160
Reduced
60
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$19.9M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$16.1M
3
GOCP
Great Oak Capital Partners
Massachusetts
+$8.22M
4
MWM
Merriman Wealth Management
Washington
+$7.52M
5
GP
Greenline Partners
New York
+$5.61M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$33.3M
2
DSCM
Del-Sette Capital Management
New York
-$4.66M
3
LF
Lantz Financial
Illinois
-$3.26M
4
MWM
Mattern Wealth Management
Kansas
-$2.15M
5
FIS
Fischer Investment Strategies
California
-$2.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
101
Mills Wealth Advisors
Texas
$3.17M +$175K +6,385 +6%
CWD
102
Clarity Wealth Development
Oregon
$3.1M +$3.1M +112,885 New
TIAM2
103
Tru Independence Asset Management 2
Oregon
$3.09M -$729K -26,579 -19%
SWA
104
Sax Wealth Advisors
New Jersey
$2.91M +$1.84M +67,075 +157%
NWM
105
Northwest Wealth Management
Iowa
$2.89M -$60.6K -2,209 -2%
HWM
106
Hemington Wealth Management
Virginia
$2.75M +$919K +33,506 +48%
EA
107
Efficient Advisors
Ohio
$2.7M +$596K +21,704 +27%
FLPIM
108
F.L. Putnam Investment Management
Massachusetts
$2.68M -$302K -11,011 -10%
DWA
109
Delap Wealth Advisory
Oregon
$2.57M +$22.4K +817 +0.9%
VF
110
Vestment Financial
Minnesota
$2.55M +$2.64M +96,092 New
NWM
111
Navigoe Wealth Management
California
$2.52M +$2.61M +94,941 New
OMC
112
Old Mission Capital
Illinois
$2.47M -$1.93M -70,357 -43%
VAG
113
Vannoy Advisory Group
Texas
$2.43M +$72.1K +2,628 +3%
SWM
114
Spire Wealth Management
Virginia
$2.4M +$125K +4,552 +5%
GCA
115
Gradient Capital Advisors
California
$2.39M +$180K +6,570 +8%
QHA
116
Quarry Hill Advisors
Minnesota
$2.33M -$54.1K -1,970 -2%
NL
117
NWAM LLC
Washington
$2.19M +$439K +16,009 +24%
GJIA
118
Glass Jacobson Investment Advisors
Maryland
$2.17M +$79.4K +2,894 +4%
AAP
119
Arax Advisory Partners
Colorado
$2.16M +$96.8K +3,528 +5%
ACP
120
Aviance Capital Partners
Florida
$2.15M -$8.48K -309 -0.4%
Osaic Holdings
121
Osaic Holdings
Arizona
$2.1M +$436K +15,899 +25%
SWM
122
Sterling Wealth Management
Illinois
$2.07M +$295K +10,733 +16%
CFGA
123
Cambridge Financial Group (Arizona)
Arizona
$2.03M -$440K -16,032 -17%
GFA
124
Grunden Financial Advisory
Texas
$2.01M +$179K +6,536 +9%
AQR Capital Management
125
AQR Capital Management
Connecticut
$2.01M +$41.8K +1,523 +2%
3 4
5
6 7

DISV Hedge Fund Activity: Q4 2024 in Review

314 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q4 2024, worth a combined $1.73B — up 1.5% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new DISV positions and 11 closed out — a net gain of 56 holders — while 160 added to existing stakes and 60 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $19.9M. The largest seller was Jane Street, exiting entirely with an estimated $33.3M sold.

  • 314 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q4 2024, up from 262 in Q3 2024.
  • Funds reported $1.73B of Dimensional International Small Cap Value ETF stock for Q4 2024, up 1.5% quarter-over-quarter.
  • 67 funds opened new Dimensional International Small Cap Value ETF positions in Q4 2024 and 11 closed out, a net change of +56 holders.
  • The largest Dimensional International Small Cap Value ETF buyer in Q4 2024 was Focus Partners Wealth, an estimated $19.9M added.
  • The largest Dimensional International Small Cap Value ETF seller in Q4 2024 was Jane Street, an estimated $33.3M sold.

Based on aggregated 13F filings for Q4 2024.