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Dimensional International Small Cap Value ETF

236 hedge funds and large institutions have $1.4B invested in Dimensional International Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 139 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 49

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

12% more capital invested

Capital invested by funds: $1.25B → $1.4B (+$148M)

5% more funds holding

Funds holding: 224236 (+12)

1.54% less ownership

Funds ownership: 79.24%77.7% (-1.5%)

Holders
236
Holders Change
+12
Holders Change %
+5.36%
% of All Funds
3.4%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.37%
New
28
Increased
139
Reduced
49
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
151
Kestra Advisory Services
Texas
$594K +$115K +4,477 +26%
GPWA
152
Great Point Wealth Advisors
Massachusetts
$590K +$2.96K +115 +0.5%
HI
153
Harbour Investments
Wisconsin
$589K -$112K -4,367 -17%
HA
154
Hanover Advisors
South Carolina
$580K +$140K +5,449 +34%
CMBA
155
C.M. Bidwell & Associates
Hawaii
$580K +$23.9K +928 +5%
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$572K +$541K +21,023 New
Janney Montgomery Scott
157
Janney Montgomery Scott
Pennsylvania
$571K -$57.8K -2,247 -10%
EFA
158
Efficient Frontier Advisors
Connecticut
$565K +$537K +20,869 New
TIM
159
Tortoise Investment Management
New York
$563K +$10.1K +393 +2%
PFM
160
Phillips Financial Management
Indiana
$553K +$46.7K +1,816 +10%
RLIM
161
Red Lighthouse Investment Management
New York
$527K
VWA
162
Visionary Wealth Advisors
Illinois
$524K
HIA
163
Harbor Investment Advisory
Maryland
$491K +$33.6K +1,305 +8%
SC
164
Shearwater Capital
Colorado
$487K +$70K +2,721 +18%
RIP
165
RAM Investment Partners
Washington
$471K +$1.49K +58 +0.3%
BFC
166
Bedel Financial Consulting
Indiana
$462K +$25.5K +990 +6%
LWM
167
LJI Wealth Management
Indiana
$459K +$74.3K +2,887 +21%
BCI
168
Brinker Capital Investments
Pennsylvania
$448K +$140K +5,449 +49%
OPS
169
Orion Portfolio Solutions
Nebraska
$448K +$140K +5,449 +49%
HWM
170
Hemington Wealth Management
Virginia
$448K +$424K +16,470 New
EWA
171
Elevate Wealth Advisory
Georgia
$447K -$81.9K -3,181 -16%
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$447K +$154 +6 +0%
RLWM
173
RF&L Wealth Management
Massachusetts
$439K +$50.1K +1,945 +14%
DI
174
Disciplined Investments
Oklahoma
$439K -$53.9K -2,093 -11%
KAM
175
Kraft Asset Management
Tennessee
$430K +$86K +3,340 +27%

DISV Hedge Fund Activity: Q1 2024 in Review

236 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q1 2024, worth a combined $1.4B — up 12% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DISV positions and 11 closed out — a net gain of 17 holders — while 139 added to existing stakes and 49 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $19.7M. The largest seller was Jane Street, cutting an estimated $21.4M.

  • 236 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q1 2024, up from 224 in Q4 2023.
  • Funds reported $1.4B of Dimensional International Small Cap Value ETF stock for Q1 2024, up 12% quarter-over-quarter.
  • 28 funds opened new Dimensional International Small Cap Value ETF positions in Q1 2024 and 11 closed out, a net change of +17 holders.
  • The largest Dimensional International Small Cap Value ETF buyer in Q1 2024 was Focus Partners Advisor Solutions, an estimated $19.7M added.
  • The largest Dimensional International Small Cap Value ETF seller in Q1 2024 was Jane Street, an estimated $21.4M sold.

Based on aggregated 13F filings for Q1 2024.