Dimensional International Small Cap Value ETF
DISV
170 hedge funds and large institutions have $901M invested in Dimensional International Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 107 increasing their positions, 27 reducing their positions, and 9 closing their positions.
296% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 27
144% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 9
24% more capital invested
Capital invested by funds: $726M → $901M (+$175M)
23% more funds holding in top 10
Funds holding in top 10: 13 → 16 (+3)
8% more funds holding
Funds holding: 157 → 170 (+13)
5.02% more ownership
Funds ownership: 74.66% → 79.68% (+5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFM
Forum Financial Management
Lombard,
Illinois
|
+$61.3M |
| 2 |
Jane Street
New York
|
+$58.5M |
| 3 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$9.17M |
| 4 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$7.37M |
| 5 |
SWM
Seaside Wealth Management
Carlsbad,
California
|
+$6.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$6.85M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.06M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.97M |
| 4 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$2.95M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.06M |
DISV Hedge Fund Activity: Q2 2023 in Review
170 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q2 2023, worth a combined $901M — up 24% from $726M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new DISV positions and 9 closed out — a net gain of 13 holders — while 107 added to existing stakes and 27 trimmed.
The largest buyer was Forum Financial Management, adding an estimated $61.3M. The largest seller was Mercer Global Advisors, exiting entirely with an estimated $6.85M sold.
- 170 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q2 2023, up from 157 in Q1 2023.
- Funds reported $901M of Dimensional International Small Cap Value ETF stock for Q2 2023, up 24% quarter-over-quarter.
- 22 funds opened new Dimensional International Small Cap Value ETF positions in Q2 2023 and 9 closed out, a net change of +13 holders.
- The largest Dimensional International Small Cap Value ETF buyer in Q2 2023 was Forum Financial Management, an estimated $61.3M added.
- The largest Dimensional International Small Cap Value ETF seller in Q2 2023 was Mercer Global Advisors, an estimated $6.85M sold.
Based on aggregated 13F filings for Q2 2023.