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Dimensional International Small Cap Value ETF
DISV

Overview Fund Activity

185 hedge funds and large institutions have $1B invested in Dimensional International Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 115 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+15
Holders Change %
+8.82%
% of All Funds
2.95%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
22
Increased
115
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
Strategic Investment Solutions
Illinois
+$44.5M
2
FFM
Forum Financial Management
Illinois
+$19.1M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$14.3M
4
IWM
Integris Wealth Management
California
+$11.6M
5
BSW
Buckingham Strategic Wealth
Missouri
+$9.6M

Top Sellers

1
Jane Street
Jane Street
New York
-$50.8M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$5.98M
3
DAM
Derbend Asset Management
Georgia
-$3.63M
4
LWM
LJI Wealth Management
Indiana
-$2.39M
5
HighTower Advisors
HighTower Advisors
Illinois
-$1.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
126
Harbour Investments
Wisconsin
$524K +$524K +22,017 New
GPWA
127
Great Point Wealth Advisors
Massachusetts
$519K +$81.2K +3,416 +19%
MC
128
Matisse Capital
Oregon
$502K – – –
TIM
129
Tortoise Investment Management
New York
$490K – – –
CMBA
130
C.M. Bidwell & Associates
Hawaii
$485K – – –
Truist Financial
131
Truist Financial
North Carolina
$469K +$66.2K +2,785 +16%
VWA
132
Visionary Wealth Advisors
Illinois
$459K – – –
FCM
133
Fortis Capital Management
Washington
$437K – – –
RIP
134
RAM Investment Partners
Washington
$410K +$104K +4,380 +34%
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$390K – – –
HIA
136
Harbor Investment Advisory
Maryland
$385K +$64.7K +2,722 +20%
Betterment LLC
137
Betterment LLC
New York
$370K +$98.9K +4,159 +36%
PCM
138
Passive Capital Management
Maryland
$369K – – –
AC
139
AlphaCore Capital
California
$356K +$356K +14,965 New
SC
140
Shearwater Capital
Colorado
$346K -$1.28K -54 -0.4%
KAS
141
Kestra Advisory Services
Texas
$336K +$68.7K +2,888 +26%
SHFA
142
SC&H Financial Advisors
Maryland
$331K +$309 +13 +0.1%
WFAG
143
Wescott Financial Advisory Group
Pennsylvania
$328K +$1.36K +57 +0.4%
RCAG
144
Rehmann Capital Advisory Group
Michigan
$325K -$33.5K -1,409 -9%
RLWM
145
RF&L Wealth Management
Massachusetts
$317K +$6.66K +280 +2%
CTWM
146
Cherry Tree Wealth Management
Minnesota
$315K -$1.95K -82 -0.6%
FFA
147
Farther Finance Advisors
California
$310K +$3.88K +163 +1%
HKIMG
148
Hutchens & Kramer Investment Management Group
Indiana
$308K +$9.76K +418 +3%
Osaic Holdings
149
Osaic Holdings
Arizona
$297K -$1.28K -54 -0.4%
DI
150
Disciplined Investments
Oklahoma
$295K +$5.26K +221 +2%
4 5
6
7 8