DISV icon

Dimensional International Small Cap Value ETF
DISV

Overview Fund Activity

223 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 54 funds opening new positions, 116 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+38
Holders Change %
+20.54%
% 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
54
Increased
116
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
Buckingham Strategic Wealth
Missouri
+$16.8M
2
Jane Street
Jane Street
New York
+$10.7M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$9.23M
4
AWP
Abacus Wealth Partners
California
+$8.86M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$6.8M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$46.7M
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 		Shares
Change %
CTWM
176
Cherry Tree Wealth Management
Minnesota
$350K +$8.72K +338 +3%
ATI
177
ARK & TLK Investments
Oklahoma
$347K +$347K +13,473 New
MFC
178
Morris Financial Concepts
South Carolina
$323K +$173K +6,692 +115%
KAM
179
Kraft Asset Management
Tennessee
$322K +$322K +12,488 New
HKIMG
180
Hutchens & Kramer Investment Management Group
Indiana
$315K -$25.5K -987 -7%
VFP
181
Verus Financial Partners
Virginia
$296K +$2.03K +80 +0.7%
Focus Partners Wealth
182
Focus Partners Wealth
Massachusetts
$296K +$296K +11,491 New
BCI
183
Brinker Capital Investments
Pennsylvania
$283K -$7.63K -297 -3%
OPS
184
Orion Portfolio Solutions
Nebraska
$283K -$7.63K -297 -3%
TC
185
Tacita Capital
Ontario, Canada
$281K – – –
FFA
186
Farther Finance Advisors
California
$278K -$58.3K -2,262 -17%
GC
187
Gibson Capital
Pennsylvania
$277K – – –
SFC
188
SYM Financial Corp
Indiana
$270K +$154K +5,956 +132%
2L
189
25 LLC
Missouri
$253K +$253K +9,805 New
SWA
190
Sax Wealth Advisors
New Jersey
$252K +$252K +9,789 New
HC
191
Hara Capital
Washington
$236K +$236K +9,168 New
CCA
192
Clarity Capital Advisors
Florida
$224K +$224K +8,696 New
AWM
193
Angeles Wealth Management
California
$185K +$185K +7,175 New
GEA
194
Glen Eagle Advisors
New Jersey
$135K – – –
FC
195
Family CFO
California
$124K -$33.3K -1,292 -21%
KSWA
196
Kathleen S. Wright Associates
Pennsylvania
$115K +$258 +10 +0.2%
ME
197
McIlrath & Eck
Washington
$97.2K – – –
VCM
198
Versant Capital Management
Arizona
$96.7K +$619 +24 +0.6%
BC
199
Bartlett & Co
Ohio
$78K +$78K +3,007 New
BCWM
200
Bartlett & Co Wealth Management
Ohio
$77.6K +$77.6K +3,007 New
6 7
8
9 10