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Dimensional International Small Cap Value ETF
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Overview Fund Activity

250 hedge funds and large institutions have $1.45B invested in Dimensional International Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 145 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+15
Holders Change %
+6.38%
% of All Funds
3.64%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.41%
New
26
Increased
145
Reduced
50
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
Buckingham Strategic Wealth
Missouri
+$9.75M
2
SC
Savant Capital
Illinois
+$9M
3
GOCP
Great Oak Capital Partners
Massachusetts
+$7.67M
4
JTWM
Jackson Thornton Wealth Management
Alabama
+$6.86M
5
MWM
Merriman Wealth Management
Washington
+$6.81M

Top Sellers

1
FFM
Forum Financial Management
Illinois
-$13.4M
2
RVPG
Relative Value Partners Group
-$12.4M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$7.44M
4
EF
Empowered Funds
Pennsylvania
-$5.33M
5
MFC
Miramar Fiduciary Corp
Nevada
-$2.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
126
Longview Financial Advisors
Alabama
$1.28M +$11.4K +425 +0.9%
MWM
127
Mattern Wealth Management
Kansas
$1.25M +$1.25M +46,497 New
MC
128
Matisse Capital
Oregon
$1.19M – – –
RFP
129
RCS Financial Planning
Maryland
$1.18M -$1.09M -40,567 -48%
MFT
130
Moisand Fitzgerald Tamayo
Florida
$1.16M – – –
VPWA
131
Vestia Personal Wealth Advisors
Indiana
$1.12M +$1.12M +41,635 New
CCFM
132
Clear Creek Financial Management
Washington
$1.1M +$1.1M +40,969 New
EFA
133
Efficient Frontier Advisors
Connecticut
$1.06M +$497K +18,476 +89%
LCM
134
Liberty Capital Management
Michigan
$1.05M +$418K +15,547 +66%
CL
135
CSS LLC
Illinois
$1.05M – – –
EB
136
Emprise Bank
Kansas
$1.03M +$5.17K +192 +0.5%
KAS
137
Kestra Advisory Services
Texas
$1.02M +$430K +15,978 +73%
SWA
138
Sax Wealth Advisors
New Jersey
$1.01M +$289K +10,751 +40%
WRPWM
139
Werba Rubin Papier Wealth Management
California
$1.01M +$942 +35 +0.1%
PCM
140
Peirce Capital Management
Texas
$980K -$30.2K -1,122 -3%
RGF
141
Retirement Guys Formula
Ohio
$947K -$87.5K -3,251 -8%
PWIA
142
Porter White Investment Advisors
Alabama
$945K -$14.5K -538 -2%
WHCI
143
W.H. Cornerstone Investments
Massachusetts
$937K +$36.8K +1,368 +4%
BTI
144
Blue Trust Inc
Georgia
$905K – – –
AFG
145
Altiora Financial Group
Ohio
$895K +$630K +23,428 +238%
SC
146
Schubert & Co
Texas
$875K – – –
LFA
147
Legacy Financial Advisors
Kentucky
$874K +$874K +32,489 New
CWM
148
CarsonAllaria Wealth Management
Illinois
$871K +$11K +407 +1%
SWM
149
Sterling Wealth Management
Illinois
$850K +$230K +8,534 +37%
OA
150
Oceanside Advisors
South Carolina
$813K +$9.34K +347 +1%
4 5
6
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