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Dimensional International Small Cap Value ETF
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Overview Fund Activity

321 hedge funds and large institutions have $1.99B invested in Dimensional International Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 169 increasing their positions, 91 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+11
Holders Change %
+3.55%
% of All Funds
4.36%
Holding in Top 10
40
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.44%
% of All Funds
0.54%
New
29
Increased
169
Reduced
91
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$272M
2
Citadel Advisors
Citadel Advisors
Florida
+$19.2M
3
Jane Street
Jane Street
New York
+$8.89M
4
IA
Integrity Alliance
Iowa
+$7.53M
5
RWM
Ritholtz Wealth Management
New York
+$6.58M

Top Sellers

1
CW
Curio Wealth
Maryland
-$632M
2
FH
Financial Harvest
Florida
-$10.9M
3
FFM
Forum Financial Management
Illinois
-$7M
4
RS
Retirement Solution
Washington
-$4.02M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
KRW
101
Kaufman Rossin Wealth
Florida
$3.82M +$12.6K +432 +0.3%
CWD
102
Clarity Wealth Development
Oregon
$3.69M +$282K +9,347 +8%
WCWM
103
Willow Creek Wealth Management
California
$3.68M -$25K -858 -0.7%
JWM
104
JDH Wealth Management
California
$3.56M +$72.1K +2,475 +2%
Stifel Financial
105
Stifel Financial
Missouri
$3.55M -$53K -1,819 -1%
KW
106
Keyvantage Wealth
Pennsylvania
$3.41M +$3.41M +117,199 New
SWA
107
Sax Wealth Advisors
New Jersey
$3.3M +$110K +3,770 +3%
NWM
108
Northwest Wealth Management
Iowa
$3.27M +$94.6K +3,250 +3%
NWM
109
Navigoe Wealth Management
California
$3.2M +$431K +14,810 +16%
VF
110
Vestment Financial
Minnesota
$3.06M +$251K +8,596 +9%
BH
111
Burk Holdings
Oklahoma
$2.84M +$803K +27,563 +39%
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$2.82M +$1.74M +59,699 +161%
TIAM2
113
Tru Independence Asset Management 2
Oregon
$2.81M -$579K -19,884 -17%
SWM
114
Spire Wealth Management
Virginia
$2.78M +$147K +5,064 +6%
GCA
115
Gradient Capital Advisors
California
$2.76M +$144K +4,930 +5%
DWA
116
Delap Wealth Advisory
Oregon
$2.74M -$79.7K -2,736 -3%
VAG
117
Vannoy Advisory Group
Texas
$2.68M +$23.7K +813 +0.9%
EA
118
Efficient Advisors
Ohio
$2.66M -$295K -10,146 -10%
CFGA
119
Cambridge Financial Group (Arizona)
Arizona
$2.52M +$299K +10,253 +13%
QHA
120
Quarry Hill Advisors
Minnesota
$2.51M -$38.2K -1,311 -1%
HWA
121
HMV Wealth Advisors
Louisiana
$2.46M +$1.07M +36,768 +77%
AQR Capital Management
122
AQR Capital Management
Connecticut
$2.45M +$254K +8,710 +12%
FWMP
123
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.38M +$193K +6,632 +9%
FIS
124
Fischer Investment Strategies
California
$2.37M +$2.37M +81,342 New
ACP
125
Aviance Capital Partners
Florida
$2.35M +$1.28K +44 +0.1%
3 4
5
6 7