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Dimensional International Small Cap Value ETF
DISV

224 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 55 funds opening new positions, 116 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 11

214% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 37

44% more funds holding in top 10

Funds holding in top 10: 16 → 23 (+7)

24% more capital invested

Capital invested by funds: $1B → $1.25B (+$245M)

21% more funds holding

Funds holding: 185 → 224 (+39)

1.81% more ownership

Funds ownership: 77.43% → 79.24% (+1.8%)

Holders
224
Holders Change
+39
Holders Change %
+21.08%
% 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
55
Increased
116
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BSW
Buckingham Strategic Wealth
Missouri
+$15.6M
2
Jane Street
Jane Street
New York
+$9.97M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$8.6M
4
AWP
Abacus Wealth Partners
California
+$8.26M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$6.34M

Top Sellers

Rank Fund Capital Flow
1
SIS
Strategic Investment Solutions
Illinois
-$43.5M
2
OMC
Old Mission Capital
Illinois
-$7.34M
3
ACA
Aptus Capital Advisors
Alabama
-$4.74M
4
FTUS
Flow Traders U.S.
New York
-$2.88M
5
CA
CGN Advisors
Kansas
-$2.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
WHCI
151
W.H. Cornerstone Investments
Massachusetts
$509K +$474K +19,731 New
EWA
152
Elevate Wealth Advisory
Georgia
$506K +$472K +19,639 New
RLIM
153
Red Lighthouse Investment Management
New York
$500K +$191K +7,958 +70%
VWA
154
Visionary Wealth Advisors
Illinois
$497K – – –
Betterment LLC
155
Betterment LLC
New York
$485K +$78K +3,245 +21%
PFM
156
Phillips Financial Management
Indiana
$477K +$160K +6,664 +56%
DI
157
Disciplined Investments
Oklahoma
$470K +$140K +5,816 +47%
KAS
158
Kestra Advisory Services
Texas
$447K +$77.2K +3,211 +23%
RIP
159
RAM Investment Partners
Washington
$446K +$433 +18 +0.1%
HIA
160
Harbor Investment Advisory
Maryland
$432K +$13.5K +563 +3%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$423K – – –
BFC
162
Bedel Financial Consulting
Indiana
$413K +$385K +16,006 New
HA
163
Hanover Advisors
South Carolina
$410K +$382K +15,894 New
FWP
164
Firethorn Wealth Partners
Georgia
$402K +$375K +15,586 New
PCM
165
Passive Capital Management
Maryland
$400K – – –
PP
166
PrairieView Partners
Minnesota
$398K +$371K +15,415 +154,150%
SWM
167
Sterling Wealth Management
Illinois
$397K +$370K +15,406 New
SC
168
Shearwater Capital
Colorado
$392K +$15.5K +643 +4%
1WM
169
1900 Wealth Management
Texas
$388K -$230K -9,585 -39%
Osaic Holdings
170
Osaic Holdings
Arizona
$387K +$60.8K +2,530 +20%
WAP
171
Wealthcare Advisory Partners
Pennsylvania
$370K +$344K +14,330 New
RLWM
172
RF&L Wealth Management
Massachusetts
$366K +$21.2K +880 +7%
RCAG
173
Rehmann Capital Advisory Group
Michigan
$365K +$12.4K +515 +4%
LWM
174
LJI Wealth Management
Indiana
$361K +$94.8K +3,946 +39%
SHFA
175
SC&H Financial Advisors
Maryland
$359K +$337 +14 +0.1%
5 6
7
8 9

DISV Hedge Fund Activity: Q4 2023 in Review

224 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q4 2023, worth a combined $1.25B — up 24% from $1B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new DISV positions and 11 closed out — a net gain of 44 holders — while 116 added to existing stakes and 37 trimmed.

The largest buyer was Buckingham Strategic Wealth, adding an estimated $15.6M. The largest seller was Strategic Investment Solutions, cutting an estimated $43.5M.

  • 224 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q4 2023, up from 185 in Q3 2023.
  • Funds reported $1.25B of Dimensional International Small Cap Value ETF stock for Q4 2023, up 24% quarter-over-quarter.
  • 55 funds opened new Dimensional International Small Cap Value ETF positions in Q4 2023 and 11 closed out, a net change of +44 holders.
  • The largest Dimensional International Small Cap Value ETF buyer in Q4 2023 was Buckingham Strategic Wealth, an estimated $15.6M added.
  • The largest Dimensional International Small Cap Value ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $43.5M sold.

Based on aggregated 13F filings for Q4 2023.