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Dimensional International Small Cap Value ETF
DISV

Overview Fund Activity

260 hedge funds and large institutions have $1.7B invested in Dimensional International Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 153 increasing their positions, 56 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+10
Holders Change %
+4%
% of All Funds
3.76%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.45%
New
22
Increased
153
Reduced
56
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$105M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$17.9M
3
SWM
Shakespeare Wealth Management
Wisconsin
+$12.5M
4
Jane Street
Jane Street
New York
+$9.74M
5
DB
Dravo Bay
Delaware
+$7.23M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$5.37M
2
SW
Simplicity Wealth
New Jersey
-$5.14M
3
DWA
Delap Wealth Advisory
Oregon
-$3.68M
4
LWM
Liberty Wealth Management
California
-$3.4M
5
FLPIM
F.L. Putnam Investment Management
Massachusetts
-$3.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
151
Altiora Financial Group
Ohio
$1.06M +$95.1K +3,274 +10%
PCM
152
Peirce Capital Management
Texas
$1.06M – – –
KAS
153
Kestra Advisory Services
Texas
$1.04M -$58K -1,997 -5%
RGF
154
Retirement Guys Formula
Ohio
$1.03M +$11K +378 +1%
LFA
155
Legacy Financial Advisors
Kentucky
$1.02M +$71.4K +2,456 +8%
BTI
156
Blue Trust Inc
Georgia
$958K +$62.4K +2,321 +7%
CWM
157
CarsonAllaria Wealth Management
Illinois
$943K +$1.89K +65 +0.2%
PWIA
158
Porter White Investment Advisors
Alabama
$898K -$123K -4,231 -12%
OA
159
Oceanside Advisors
South Carolina
$897K +$18.3K +628 +2%
AFGAS
160
Allegiance Financial Group Advisory Services
Virginia
$865K +$2.21K +76 +0.3%
Truist Financial
161
Truist Financial
North Carolina
$842K +$42.2K +1,451 +5%
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$840K +$81.1K +2,792 +11%
Cambridge Investment Research Advisors
163
Cambridge Investment Research Advisors
Iowa
$835K -$642K -22,091 -43%
SFM
164
Signet Financial Management
New Jersey
$787K -$3.69K -127 -0.5%
PFM
165
Phillips Financial Management
Indiana
$759K +$47.7K +1,640 +7%
TWCA
166
Two West Capital Advisors
Kansas
$759K +$17.8K +614 +2%
FWP
167
Firethorn Wealth Partners
Georgia
$748K -$26.4K -907 -3%
TIM
168
Tortoise Investment Management
New York
$740K +$138K +4,760 +23%
CPA
169
Capital Performance Advisors
California
$728K +$404K +13,891 +124%
WAP
170
Wealthcare Advisory Partners
Pennsylvania
$721K +$68.5K +2,358 +11%
SAG
171
SageView Advisory Group
California
$699K +$6.54K +225 +0.9%
RCAG
172
Rehmann Capital Advisory Group
Michigan
$697K +$46.4K +1,596 +7%
SC
173
Shearwater Capital
Colorado
$696K +$39.5K +1,359 +6%
PWP
174
Parkwoods Wealth Partners
New York
$670K +$670K +23,056 New
CMBA
175
C.M. Bidwell & Associates
Hawaii
$639K +$50.8K +1,747 +9%
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