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Dimensional International Small Cap Value ETF

314 hedge funds and large institutions have $1.73B invested in Dimensional International Small Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 160 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

509% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 11

167% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 60

32% more funds holding in top 10

Funds holding in top 10: 3141 (+10)

20% more funds holding

Funds holding: 262314 (+52)

3.41% more ownership

Funds ownership: 75.84%79.24% (+3.4%)

2% more capital invested

Capital invested by funds: $1.71B → $1.73B (+$25.7M)

Holders
314
Holders Change
+52
Holders Change %
+19.85%
% of All Funds
4.14%
Holding in Top 10
41
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+32.26%
% of All Funds
0.54%
New
67
Increased
160
Reduced
60
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
151
Peirce Capital Management
Texas
$1.41M +$458K +16,681 +46%
PP
152
Prosperity Planning
Missouri
$1.41M -$27K -983 -2%
PWP
153
Parkwoods Wealth Partners
New York
$1.4M +$816K +29,757 +129%
AA
154
Advisory Alpha
Michigan
$1.39M +$65.1K +2,371 +5%
BEW
155
Burton Enright Welch
California
$1.38M +$225K +8,199 +19%
PWM
156
Parkworth Wealth Management
California
$1.37M +$1.41M +51,387 New
DWM
157
Dopkins Wealth Management
New York
$1.36M +$1.21M +44,119 +608%
OIA
158
OneDigital Investment Advisors
Kansas
$1.32M -$79.3K -2,890 -5%
MWM
159
Modera Wealth Management
New Jersey
$1.29M -$712K -25,933 -35%
WHCI
160
W.H. Cornerstone Investments
Massachusetts
$1.28M +$59K +2,150 +5%
HWA
161
HMV Wealth Advisors
Louisiana
$1.27M +$1.31M +47,830 New
LFA
162
Longview Financial Advisors
Alabama
$1.27M +$137 +5 +0%
VWA
163
Visionary Wealth Advisors
Illinois
$1.22M +$659K +24,015 +110%
CCFM
164
Clear Creek Financial Management
Washington
$1.21M -$135K -4,918 -10%
LCM
165
Liberty Capital Management
Michigan
$1.2M +$135K +4,917 +12%
MC
166
Matisse Capital
Oregon
$1.17M
CW
167
Curio Wealth
Maryland
$1.16M +$1.2M +43,655 New
RFP
168
RCS Financial Planning
Maryland
$1.15M +$2.77K +101 +0.2%
MFT
169
Moisand Fitzgerald Tamayo
Florida
$1.13M -$22.7K -829 -2%
SC
170
Schubert & Co
Texas
$1.11M -$6.83K -249 -0.6%
Mariner
171
Mariner
Kansas
$1.05M -$1.47M -53,701 -58%
CL
172
CSS LLC
Illinois
$1.03M
WRPWM
173
Werba Rubin Papier Wealth Management
California
$995K +$357 +13 +0%
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$984K +$594K +21,653 +141%
PFM
175
Phillips Financial Management
Indiana
$950K +$264K +9,617 +37%

DISV Hedge Fund Activity: Q4 2024 in Review

314 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q4 2024, worth a combined $1.73B — up 1.5% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new DISV positions and 11 closed out — a net gain of 56 holders — while 160 added to existing stakes and 60 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $19.9M. The largest seller was Jane Street, exiting entirely with an estimated $33.3M sold.

  • 314 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q4 2024, up from 262 in Q3 2024.
  • Funds reported $1.73B of Dimensional International Small Cap Value ETF stock for Q4 2024, up 1.5% quarter-over-quarter.
  • 67 funds opened new Dimensional International Small Cap Value ETF positions in Q4 2024 and 11 closed out, a net change of +56 holders.
  • The largest Dimensional International Small Cap Value ETF buyer in Q4 2024 was Focus Partners Wealth, an estimated $19.9M added.
  • The largest Dimensional International Small Cap Value ETF seller in Q4 2024 was Jane Street, an estimated $33.3M sold.

Based on aggregated 13F filings for Q4 2024.