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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 %
EWA
151
Elevate Wealth Advisory
Georgia
$506K +$506K +19,639 New
RLIM
152
Red Lighthouse Investment Management
New York
$500K +$205K +7,958 +70%
VWA
153
Visionary Wealth Advisors
Illinois
$497K
Betterment LLC
154
Betterment LLC
New York
$485K +$83.7K +3,245 +21%
PFM
155
Phillips Financial Management
Indiana
$477K +$172K +6,664 +56%
DI
156
Disciplined Investments
Oklahoma
$470K +$150K +5,816 +47%
KAS
157
Kestra Advisory Services
Texas
$447K +$82.8K +3,211 +23%
RIP
158
RAM Investment Partners
Washington
$446K +$464 +18 +0.1%
HIA
159
Harbor Investment Advisory
Maryland
$432K +$14.5K +563 +3%
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$423K
BFC
161
Bedel Financial Consulting
Indiana
$413K +$413K +16,006 New
HA
162
Hanover Advisors
South Carolina
$410K +$410K +15,894 New
FWP
163
Firethorn Wealth Partners
Georgia
$402K +$402K +15,586 New
PCM
164
Passive Capital Management
Maryland
$400K
PP
165
PrairieView Partners
Minnesota
$398K +$398K +15,415 +154,150%
SWM
166
Sterling Wealth Management
Illinois
$397K +$397K +15,406 New
SC
167
Shearwater Capital
Colorado
$392K +$16.6K +643 +4%
1WM
168
1900 Wealth Management
Texas
$388K -$247K -9,585 -39%
Osaic Holdings
169
Osaic Holdings
Arizona
$387K +$65.2K +2,530 +20%
WAP
170
Wealthcare Advisory Partners
Pennsylvania
$370K +$370K +14,330 New
RLWM
171
RF&L Wealth Management
Massachusetts
$366K +$22.7K +880 +7%
RCAG
172
Rehmann Capital Advisory Group
Michigan
$365K +$13.3K +515 +4%
LWM
173
LJI Wealth Management
Indiana
$361K +$102K +3,946 +39%
SHFA
174
SC&H Financial Advisors
Maryland
$359K +$361 +14 +0.1%
WFAG
175
Wescott Financial Advisory Group
Pennsylvania
$358K +$1.55K +60 +0.4%