Dimensional International Small Cap Value ETF
DISV
133 hedge funds and large institutions have $562M invested in Dimensional International Small Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 53 increasing their positions, 13 reducing their positions, and 2 closing their positions.
3,150% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 2
308% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 13
100% more funds holding in top 10
Funds holding in top 10: 6 → 12 (+6)
94% more capital invested
Capital invested by funds: $290M → $562M (+$272M)
80.34% more ownership
Funds ownership: 0% → 80.34% (+80%)
80% more funds holding
Funds holding: 74 → 133 (+59)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFM
Forum Financial Management
Lombard,
Illinois
|
+$30M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$22.4M |
| 3 |
RWM
Ritholtz Wealth Management
New York
|
+$22.2M |
| 4 |
PCI
Planning Center Inc
Moline,
Illinois
|
+$11.3M |
| 5 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Callan Capital
La Jolla,
California
|
-$15.5M |
| 2 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
-$3.34M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.24M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$3.01M |
| 5 |
CPA
Cardiff Park Advisors
Carlsbad,
California
|
-$2.57M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Bessemer Group
Woodbridge,
New Jersey
| $66K | +$61.5K | +2,952 | New |
|
|
LF
127
Lee Financial
Dallas,
Texas
| $47.9K | +$45K | +2,157 | New |
|
|
GTAM
128
Global Trust Asset Management
West Palm Beach,
Florida
| $33.3K | – | – | – |
|
|
FA
129
Fortis Advisors
Wayne,
Pennsylvania
| $15K | +$83 | +4 | +0.6% |
|
|
AWM
130
Aspire Wealth Management
Waltham,
Massachusetts
| $10.1K | +$9.44K | +453 | New |
|
|
HIA
131
Harbor Investment Advisory
Lutherville,
Maryland
| $9.99K | +$9.38K | +450 | New |
|
|
AF
132
Advisornet Financial
Minnetonka,
Minnesota
| $7.77K | +$7.3K | +350 | New |
|
|
IA
133
IFP Advisors
Tampa,
Florida
| $7K | -$34.8K | -1,671 | -86% |
|
134
Citadel Advisors
Miami,
Florida
| – | -$1M | -54,146 | Closed |
|
|
BHWM
135
Beaird Harris Wealth Management
Dallas,
Texas
| – | -$25K | -1,325 | Closed |
|
DISV Hedge Fund Activity: Q4 2022 in Review
133 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q4 2022, worth a combined $562M — up 94% from $290M a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new DISV positions and 2 closed out — a net gain of 63 holders — while 53 added to existing stakes and 13 trimmed.
The largest buyer was Forum Financial Management, adding an estimated $30M. The largest seller was Callan Capital, cutting an estimated $15.5M.
- 133 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q4 2022, up from 74 in Q3 2022.
- Funds reported $562M of Dimensional International Small Cap Value ETF stock for Q4 2022, up 94% quarter-over-quarter.
- 65 funds opened new Dimensional International Small Cap Value ETF positions in Q4 2022 and 2 closed out, a net change of +63 holders.
- The largest Dimensional International Small Cap Value ETF buyer in Q4 2022 was Forum Financial Management, an estimated $30M added.
- The largest Dimensional International Small Cap Value ETF seller in Q4 2022 was Callan Capital, an estimated $15.5M sold.
Based on aggregated 13F filings for Q4 2022.