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Dimensional International Small Cap Value ETF

314 hedge funds and large institutions have $1.73B invested in Dimensional International Small Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 160 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

509% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 11

167% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 60

32% more funds holding in top 10

Funds holding in top 10: 3141 (+10)

20% more funds holding

Funds holding: 262314 (+52)

3.41% more ownership

Funds ownership: 75.84%79.24% (+3.4%)

2% more capital invested

Capital invested by funds: $1.71B → $1.73B (+$25.7M)

Holders
314
Holders Change
+52
Holders Change %
+19.85%
% of All Funds
4.14%
Holding in Top 10
41
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+32.26%
% of All Funds
0.54%
New
67
Increased
160
Reduced
60
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWMP
126
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$1.99M +$2.06M +75,073 New
ALWM
127
Andrews Lucia Wealth Management
California
$1.99M +$23.6K +859 +1%
GBFP
128
Golden Bell Financial Planning
Georgia
$1.98M +$2.05M +74,562 New
HH
129
Hilltop Holdings
Texas
$1.92M +$108K +3,921 +6%
LPL Financial
130
LPL Financial
California
$1.89M +$60.7K +2,211 +3%
XPN
131
XY Planning Network
Montana
$1.86M +$1.92M +70,142 New
BH
132
Burk Holdings
Oklahoma
$1.86M +$1.92M +70,082 New
KAS
133
Kestra Advisory Services
Texas
$1.83M +$912K +33,232 +93%
MAA
134
Mraz Amerine & Associates
California
$1.83M
MFC
135
Morris Financial Concepts
South Carolina
$1.82M +$146K +5,319 +8%
AFO
136
Aurelius Family Office
New Hampshire
$1.76M +$1.82M +66,396 New
EFA
137
Efficient Frontier Advisors
Connecticut
$1.7M
BTI
138
Blue Trust Inc
Georgia
$1.69M +$769K +28,019 +79%
IA
139
IFG Advisory
Georgia
$1.66M +$85.8K +3,126 +5%
MCA
140
Maryland Capital Advisors
Maryland
$1.65M +$216K +7,879 +15%
PFA
141
Pure Financial Advisors
California
$1.64M +$1.69M +61,628 New
SDWIA
142
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.61M +$192 +7 +0%
WA
143
Waverly Advisors
Alabama
$1.58M -$41.2K -1,501 -2%
NEPWA
144
New England Private Wealth Advisors
Massachusetts
$1.58M +$9.77K +356 +0.6%
MML Investors Services
145
MML Investors Services
Massachusetts
$1.55M +$136K +4,943 +9%
OFS
146
OneAscent Financial Services
Alabama
$1.54M +$1.59M +57,865 New
VPWA
147
Vestia Personal Wealth Advisors
Indiana
$1.53M +$398K +14,523 +34%
AWM
148
Avior Wealth Management
Nebraska
$1.53M +$62K +2,259 +4%
BAM
149
Bayshore Asset Management
Florida
$1.52M +$49.6K +1,809 +3%
SIS
150
Strategic Investment Solutions
Illinois
$1.44M +$155K +5,637 +11%

DISV Hedge Fund Activity: Q4 2024 in Review

314 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q4 2024, worth a combined $1.73B — up 1.5% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new DISV positions and 11 closed out — a net gain of 56 holders — while 160 added to existing stakes and 60 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $19.9M. The largest seller was Jane Street, exiting entirely with an estimated $33.3M sold.

  • 314 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q4 2024, up from 262 in Q3 2024.
  • Funds reported $1.73B of Dimensional International Small Cap Value ETF stock for Q4 2024, up 1.5% quarter-over-quarter.
  • 67 funds opened new Dimensional International Small Cap Value ETF positions in Q4 2024 and 11 closed out, a net change of +56 holders.
  • The largest Dimensional International Small Cap Value ETF buyer in Q4 2024 was Focus Partners Wealth, an estimated $19.9M added.
  • The largest Dimensional International Small Cap Value ETF seller in Q4 2024 was Jane Street, an estimated $33.3M sold.

Based on aggregated 13F filings for Q4 2024.