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Dimensional International Small Cap Value ETF

223 hedge funds and large institutions have $1.25B invested in Dimensional International Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 116 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+38
Holders Change %
+20.54%
% of All Funds
3.27%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.34%
New
54
Increased
116
Reduced
37
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
126
Cambridge Investment Research Advisors
Iowa
$1.03M -$249K -9,665 -19%
RGF
127
Retirement Guys Formula
Ohio
$1.02M +$244K +9,472 +32%
AWM
128
Avior Wealth Management
Nebraska
$1.01M +$61.2K +2,375 +6%
PCM
129
Peirce Capital Management
Texas
$985K +$985K +38,212 New
WRPWM
130
Werba Rubin Papier Wealth Management
California
$964K +$26.5K +1,026 +3%
PWIA
131
Porter White Investment Advisors
Alabama
$938K -$619 -24 -0.1%
HH
132
Hilltop Holdings
Texas
$831K +$30.9K +1,199 +4%
MC
133
Matisse Capital
Oregon
$830K +$286K +11,100 +53%
SFM
134
Signet Financial Management
New Jersey
$812K +$50.7K +1,967 +7%
CWM
135
CarsonAllaria Wealth Management
Illinois
$810K +$50.8K +1,970 +7%
OA
136
Oceanside Advisors
South Carolina
$760K +$760K +29,457 New
AFGAS
137
Allegiance Financial Group Advisory Services
Virginia
$753K +$5.16K +200 +0.7%
LCM
138
Liberty Capital Management
Michigan
$708K +$126K +4,883 +22%
BTI
139
Blue Trust Inc
Georgia
$691K +$124K +5,230 +22%
HI
140
Harbour Investments
Wisconsin
$671K +$103K +3,997 +18%
SC
141
Schubert & Co
Texas
$654K -$74.8K -2,902 -10%
SIMC
142
Squire Investment Management Company
Utah
$641K +$641K +24,863 New
Truist Financial
143
Truist Financial
North Carolina
$618K +$110K +4,252 +22%
SAG
144
SageView Advisory Group
California
$613K -$8.78K -345 -1%
WA
145
Waverly Advisors
Alabama
$601K -$1.99K -77 -0.3%
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
$599K +$24.7K +957 +4%
GPWA
147
Great Point Wealth Advisors
Massachusetts
$556K -$7.17K -278 -1%
CMBA
148
C.M. Bidwell & Associates
Hawaii
$526K
TIM
149
Tortoise Investment Management
New York
$524K -$7.35K -285 -1%
WHCI
150
W.H. Cornerstone Investments
Massachusetts
$509K +$509K +19,731 New