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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 %
OSAM
151
O'Shaughnessy Asset Management
Connecticut
$294K +$113K +4,750 +62%
PFM
152
Phillips Financial Management
Indiana
$282K +$77.9K +3,276 +38%
CG
153
Colony Group
Massachusetts
$273K +$273K +11,491 New
RLIM
154
Red Lighthouse Investment Management
New York
$272K +$99.5K +4,185 +58%
BCI
155
Brinker Capital Investments
Pennsylvania
$269K +$64.5K +2,713 +31%
OPS
156
Orion Portfolio Solutions
Nebraska
$269K +$64.5K +2,713 +31%
VFP
157
Verus Financial Partners
Virginia
$268K +$1.78K +77 +0.7%
JPMPWA
158
J.P. Morgan Private Wealth Advisors
California
$263K – – –
TC
159
Tacita Capital
Ontario, Canada
$259K – – –
GC
160
Gibson Capital
Pennsylvania
$255K – – –
LWM
161
LJI Wealth Management
Indiana
$239K -$2.39M -100,620 -91%
FC
162
Family CFO
California
$145K +$25.1K +1,056 +21%
MFC
163
Morris Financial Concepts
South Carolina
$138K +$48.8K +2,051 +54%
GEA
164
Glen Eagle Advisors
New Jersey
$125K – – –
SFC
165
SYM Financial Corp
Indiana
$107K +$107K +4,507 New
KSWA
166
Kathleen S. Wright Associates
Pennsylvania
$106K +$713 +30 +0.7%
ME
167
McIlrath & Eck
Washington
$89.7K – – –
VCM
168
Versant Capital Management
Arizona
$88.7K -$116K -4,887 -57%
AWM
169
Aspire Wealth Management
Massachusetts
$61K +$1.43K +60 +2%
LF
170
Lee Financial
Texas
$51.3K – – –
WP
171
WealthShield Partners
North Carolina
$43.7K +$166 +7 +0.4%
GTAM
172
Global Trust Asset Management
Florida
$35.7K – – –
APC
173
Aspire Private Capital
North Carolina
$34.3K +$10.3K +434 +43%
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$33K +$33K +1,383 New
SSB
175
Sandy Spring Bank
Maryland
$24.6K +$24.6K +1,036 New
4 5 6
7
8