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Dimensional International Small Cap Value ETF
DISV

Overview Fund Activity

170 hedge funds and large institutions have $901M invested in Dimensional International Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 107 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+13
Holders Change %
+8.28%
% of All Funds
2.68%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.25%
New
22
Increased
107
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
Forum Financial Management
Illinois
+$60.5M
2
Jane Street
Jane Street
New York
+$57.6M
3
BSW
Buckingham Strategic Wealth
Missouri
+$9.04M
4
PFO
Pathstone Family Office
New Jersey
+$7.27M
5
SWM
Seaside Wealth Management
California
+$6.23M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$6.85M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.06M
3
OMC
Old Mission Capital
Illinois
-$2.93M
4
MHS
M Holdings Securities
Oregon
-$2.9M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
126
Shearwater Capital
Colorado
$345K +$307 +13 +0.1%
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$344K +$344K +14,564 New
SHFA
128
SC&H Financial Advisors
Maryland
$329K +$615 +26 +0.2%
WFAG
129
Wescott Financial Advisory Group
Pennsylvania
$325K +$2.72K +115 +0.8%
HIA
130
Harbor Investment Advisory
Maryland
$318K +$50.7K +2,144 +19%
CTWM
131
Cherry Tree Wealth Management
Minnesota
$315K +$315K +13,312 New
RLWM
132
RF&L Wealth Management
Massachusetts
$309K +$6.86K +290 +2%
FFA
133
Farther Finance Advisors
California
$305K +$53.3K +2,254 +21%
RIP
134
RAM Investment Partners
Washington
$305K – – –
HKIMG
135
Hutchens & Kramer Investment Management Group
Indiana
$302K +$61.8K +2,612 +26%
Osaic Holdings
136
Osaic Holdings
Arizona
$297K -$1.05M -44,210 -78%
DI
137
Disciplined Investments
Oklahoma
$288K -$376K -15,895 -57%
VFP
138
Verus Financial Partners
Virginia
$287K +$3.87K +155 +1%
Betterment LLC
139
Betterment LLC
New York
$270K +$11.5K +487 +4%
KAS
140
Kestra Advisory Services
Texas
$266K +$42.6K +1,800 +19%
JPMPWA
141
J.P. Morgan Private Wealth Advisors
California
$262K -$20.8K -880 -7%
TC
142
Tacita Capital
Ontario, Canada
$257K – – –
GC
143
Gibson Capital
Pennsylvania
$254K -$213K -9,000 -46%
LCM
144
Liberty Capital Management
Michigan
$245K +$245K +10,368 New
BCI
145
Brinker Capital Investments
Pennsylvania
$204K +$204K +8,617 New
OPS
146
Orion Portfolio Solutions
Nebraska
$204K +$204K +8,617 New
VCM
147
Versant Capital Management
Arizona
$204K +$204K +8,615 New
PFM
148
Phillips Financial Management
Indiana
$203K +$21K +890 +12%
Bank of America
149
Bank of America
North Carolina
$199K +$199K +8,397 New
OSAM
150
O'Shaughnessy Asset Management
Connecticut
$180K +$180K +7,604 New
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