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Dimensional International Small Cap Value ETF

326 hedge funds and large institutions have $1.99B invested in Dimensional International Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 172 increasing their positions, 92 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

87% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 92

15% more capital invested

Capital invested by funds: $1.73B → $1.99B (+$261M)

4% more funds holding

Funds holding: 314326 (+12)

0% more funds holding in top 10

Funds holding in top 10: 4141 (0)

1.52% less ownership

Funds ownership: 79.24%77.72% (-1.5%)

Holders
326
Holders Change
+12
Holders Change %
+3.82%
% of All Funds
4.37%
Holding in Top 10
41
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
30
Increased
172
Reduced
92
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NEPWA
151
New England Private Wealth Advisors
Massachusetts
$1.73M +$1.8K +64 +0.1%
WA
152
Waverly Advisors
Alabama
$1.73M -$2.82K -100 -0.2%
AWM
153
Avior Wealth Management
Nebraska
$1.71M +$40.4K +1,433 +2%
SC
154
Schubert & Co
Texas
$1.65M +$411K +14,607 +35%
BTI
155
Blue Trust Inc
Georgia
$1.64M -$204K -7,226 -11%
MWM
156
Modera Wealth Management
New Jersey
$1.64M +$212K +7,508 +15%
DWM
157
Dopkins Wealth Management
New York
$1.64M +$135K +4,804 +9%
RWM
158
Rialto Wealth Management
New York
$1.62M +$1.13M +40,258 +260%
BEW
159
Burton Enright Welch
California
$1.59M +$76.9K +2,731 +5%
OFS
160
OneAscent Financial Services
Alabama
$1.57M -$110K -3,903 -7%
PP
161
Prosperity Planning
Missouri
$1.52M -$15K -531 -1%
PWM
162
Parkworth Wealth Management
California
$1.49M -$8.31K -295 -0.6%
NSG
163
Nalls Sherbakoff Group
Tennessee
$1.47M +$1.42M +50,364 New
PFM
164
Phillips Financial Management
Indiana
$1.45M +$395K +14,013 +39%
VWA
165
Visionary Wealth Advisors
Illinois
$1.44M +$107K +3,809 +8%
PCM
166
Peirce Capital Management
Texas
$1.42M -$120K -4,244 -8%
FFA
167
Farther Finance Advisors
California
$1.41M +$617K +21,909 +83%
WHCI
168
W.H. Cornerstone Investments
Massachusetts
$1.39M -$6.54K -232 -0.5%
LCM
169
Liberty Capital Management
Michigan
$1.38M +$59.2K +2,103 +5%
HWM
170
Hemington Wealth Management
Virginia
$1.37M -$1.58M -56,250 -54%
LFA
171
Longview Financial Advisors
Alabama
$1.37M -$18.3K -650 -1%
CCFM
172
Clear Creek Financial Management
Washington
$1.34M +$17.6K +626 +1%
MC
173
Matisse Capital
Oregon
$1.28M
MFT
174
Moisand Fitzgerald Tamayo
Florida
$1.25M +$8.09K +287 +0.7%
FLPIM
175
F.L. Putnam Investment Management
Massachusetts
$1.19M -$1.69M -59,821 -59%

DISV Hedge Fund Activity: Q1 2025 in Review

326 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q1 2025, worth a combined $1.99B — up 15% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DISV positions and 12 closed out — a net gain of 18 holders — while 172 added to existing stakes and 92 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $263M. The largest seller was Financial Harvest, exiting entirely with an estimated $10.9M sold.

  • 326 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q1 2025, up from 314 in Q4 2024.
  • Funds reported $1.99B of Dimensional International Small Cap Value ETF stock for Q1 2025, up 15% quarter-over-quarter.
  • 30 funds opened new Dimensional International Small Cap Value ETF positions in Q1 2025 and 12 closed out, a net change of +18 holders.
  • The largest Dimensional International Small Cap Value ETF buyer in Q1 2025 was Focus Partners Wealth, an estimated $263M added.
  • The largest Dimensional International Small Cap Value ETF seller in Q1 2025 was Financial Harvest, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2025.