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Dimensional International Small Cap Value ETF
DISV

224 hedge funds and large institutions have $1.25B invested in Dimensional International Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 116 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 11

214% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 37

44% more funds holding in top 10

Funds holding in top 10: 16 → 23 (+7)

24% more capital invested

Capital invested by funds: $1B → $1.25B (+$245M)

21% more funds holding

Funds holding: 185 → 224 (+39)

1.81% more ownership

Funds ownership: 77.43% → 79.24% (+1.8%)

Holders
224
Holders Change
+39
Holders Change %
+21.08%
% of All Funds
3.27%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.34%
New
55
Increased
116
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BSW
Buckingham Strategic Wealth
Missouri
+$15.6M
2
Jane Street
Jane Street
New York
+$9.97M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$8.6M
4
AWP
Abacus Wealth Partners
California
+$8.26M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$6.34M

Top Sellers

Rank Fund Capital Flow
1
SIS
Strategic Investment Solutions
Illinois
-$43.5M
2
OMC
Old Mission Capital
Illinois
-$7.34M
3
ACA
Aptus Capital Advisors
Alabama
-$4.74M
4
FTUS
Flow Traders U.S.
New York
-$2.88M
5
CA
CGN Advisors
Kansas
-$2.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
176
Wescott Financial Advisory Group
Pennsylvania
$358K +$1.44K +60 +0.4%
CTWM
177
Cherry Tree Wealth Management
Minnesota
$350K +$8.12K +338 +3%
ATI
178
ARK & TLK Investments
Oklahoma
$347K +$324K +13,473 New
MFC
179
Morris Financial Concepts
South Carolina
$323K +$161K +6,692 +115%
KAM
180
Kraft Asset Management
Tennessee
$322K +$300K +12,488 New
HKIMG
181
Hutchens & Kramer Investment Management Group
Indiana
$315K -$23.7K -987 -7%
VFP
182
Verus Financial Partners
Virginia
$296K +$1.92K +80 +0.7%
Focus Partners Wealth
183
Focus Partners Wealth
Massachusetts
$296K +$276K +11,491 New
BCI
184
Brinker Capital Investments
Pennsylvania
$283K -$7.14K -297 -3%
OPS
185
Orion Portfolio Solutions
Nebraska
$283K -$7.14K -297 -3%
TC
186
Tacita Capital
Ontario, Canada
$281K – – –
FFA
187
Farther Finance Advisors
California
$278K -$54.4K -2,262 -17%
GC
188
Gibson Capital
Pennsylvania
$277K – – –
SFC
189
SYM Financial Corp
Indiana
$270K +$143K +5,956 +132%
2L
190
25 LLC
Missouri
$253K +$236K +9,805 New
SWA
191
Sax Wealth Advisors
New Jersey
$252K +$235K +9,789 New
HC
192
Hara Capital
Washington
$236K +$220K +9,168 New
CCA
193
Clarity Capital Advisors
Florida
$224K +$209K +8,696 New
AWM
194
Angeles Wealth Management
California
$185K +$172K +7,175 New
GEA
195
Glen Eagle Advisors
New Jersey
$135K – – –
FC
196
Family CFO
California
$124K -$31.1K -1,292 -21%
KSWA
197
Kathleen S. Wright Associates
Pennsylvania
$115K +$240 +10 +0.2%
ME
198
McIlrath & Eck
Washington
$97.2K – – –
VCM
199
Versant Capital Management
Arizona
$96.7K +$577 +24 +0.6%
BC
200
Bartlett & Co
Ohio
$78K +$72.3K +3,007 New
6 7
8
9 10

DISV Hedge Fund Activity: Q4 2023 in Review

224 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q4 2023, worth a combined $1.25B — up 24% from $1B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new DISV positions and 11 closed out — a net gain of 44 holders — while 116 added to existing stakes and 37 trimmed.

The largest buyer was Buckingham Strategic Wealth, adding an estimated $15.6M. The largest seller was Strategic Investment Solutions, cutting an estimated $43.5M.

  • 224 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q4 2023, up from 185 in Q3 2023.
  • Funds reported $1.25B of Dimensional International Small Cap Value ETF stock for Q4 2023, up 24% quarter-over-quarter.
  • 55 funds opened new Dimensional International Small Cap Value ETF positions in Q4 2023 and 11 closed out, a net change of +44 holders.
  • The largest Dimensional International Small Cap Value ETF buyer in Q4 2023 was Buckingham Strategic Wealth, an estimated $15.6M added.
  • The largest Dimensional International Small Cap Value ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $43.5M sold.

Based on aggregated 13F filings for Q4 2023.