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Dimensional International Small Cap Value ETF
DISV

Overview Fund Activity

157 hedge funds and large institutions have $726M invested in Dimensional International Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 94 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+24
Holders Change %
+18.05%
% of All Funds
2.51%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
34
Increased
94
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
Forum Financial Management
Illinois
+$22.7M
2
Jane Street
Jane Street
New York
+$22.4M
3
RVPG
Relative Value Partners Group
+$7.68M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$6.85M
5
BEAM
Baker Ellis Asset Management
Washington
+$6.84M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$11.6M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$3.1M
3
NL
NWAM LLC
Washington
-$2.36M
4
FTUS
Flow Traders U.S.
New York
-$906K
5
DWM
Dopkins Wealth Management
New York
-$650K
Name Holding Trade Value Shares
Change 		Shares
Change %
RLWM
126
RF&L Wealth Management
Massachusetts
$304K – – –
JPMPWA
127
J.P. Morgan Private Wealth Advisors
California
$284K – – –
VFP
128
Verus Financial Partners
Virginia
$274K +$74.9K +3,108 +38%
HIA
129
Harbor Investment Advisory
Maryland
$269K +$259K +10,869 +2,415%
Betterment LLC
130
Betterment LLC
New York
$260K +$260K +10,918 New
TC
131
Tacita Capital
Ontario, Canada
$259K – – –
FFA
132
Farther Finance Advisors
California
$253K +$15.1K +634 +6%
HKIMG
133
Hutchens & Kramer Investment Management Group
Indiana
$242K +$242K +10,171 New
KAS
134
Kestra Advisory Services
Texas
$225K +$225K +9,452 New
RCAG
135
Rehmann Capital Advisory Group
Michigan
$209K +$209K +8,783 New
Truist Financial
136
Truist Financial
North Carolina
$208K +$208K +9,102 New
Royal Bank of Canada
137
Royal Bank of Canada
Ontario, Canada
$201K -$8.3K -349 -4%
PFM
138
Phillips Financial Management
Indiana
$183K -$8.98K -377 -5%
RLIM
139
Red Lighthouse Investment Management
New York
$127K +$286 +12 +0.2%
GEA
140
Glen Eagle Advisors
New Jersey
$125K +$125K +5,250 New
KSWA
141
Kathleen S. Wright Associates
Pennsylvania
$104K +$104K +4,367 New
TWA
142
TCI Wealth Advisors
Arizona
$87.5K – – –
ME
143
McIlrath & Eck
Washington
$84.3K +$84.3K +3,540 New
2L
144
25 LLC
Missouri
$65K +$65K +2,643 New
AWM
145
Aspire Wealth Management
Massachusetts
$52.9K +$42.1K +1,770 +391%
LF
146
Lee Financial
Texas
$51.3K – – –
WP
147
WealthShield Partners
North Carolina
$44.5K +$44.5K +1,868 New
GTAM
148
Global Trust Asset Management
Florida
$35.7K – – –
AF
149
Allworth Financial
California
$23.8K +$23.8K +1,000 New
AA
150
Ancora Advisors
Ohio
$19K +$19K +798 New
3 4 5
6
7